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Vertiv
VRT

Overview Fund Activity

296 hedge funds and large institutions have $4.85B invested in Vertiv in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
296
Holders Change
+11
Holders Change %
+3.86%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.26%
New
49
Increased
106
Reduced
95
Closed
31
Calls
$35.8M
Puts
$25.9M
Net Calls
+$9.9M
Net Calls Change
+$1.52M

Top Buyers

1
SIG
1
Senator Investment Group
New York
$41.5M
2
Invesco
2
Invesco
Georgia
$181M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$19.3M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$19.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.6M

Top Sellers

1
DFO
1
Duquesne Family Office
New York
$29.2M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$176M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$31.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$191M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$39.7M
Name Market Value Shares Shares
Change 		Shares
Change %
URS
226
Utah Retirement Systems
Utah
$230K 16,100 – –
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$230K 16,099 -100 -0.6%
Corient Private Wealth
228
Corient Private Wealth
Florida
$230K 16,054 +91 +0.6%
DC
229
Diametric Capital
Massachusetts
$218K 15,226 +15,226 New
PI
230
Putnam Investments
Massachusetts
$216K 15,127 +15,127 New
X
231
Xponance
Pennsylvania
$210K 14,670 -1,080 -7%
GT
232
Greenleaf Trust
Michigan
$206K 14,400 +313 +2%
M&T Bank
233
M&T Bank
New York
$201K 14,087 -14,662 -51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197K 13,738 +13,738 New
Manulife (Manufacturers Life Insurance)
235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K 13,449 +1,109 +9%
CC
236
Corton Capital
Ontario, Canada
$176K 12,333 +12,333 New
DA
237
Duality Advisers
Florida
$170K 11,902 -68,918 -85%
LA
238
LVW Advisors
New York
$157K 10,988 – –
AAM
239
Advisors Asset Management
Colorado
$155K 10,800 +537 +5%
VI
240
Versor Investments
New York
$154K 10,743 -17,998 -63%
DWM
241
Defined Wealth Management
Oregon
$149K 10,415 – –
OIA
242
OneDigital Investment Advisors
Kansas
$147K 10,245 – –
TCM
243
Tuttle Capital Management
Connecticut
$145K 10,131 +10,131 New
TAM
244
Tocqueville Asset Management
New York
$143K 10,000 – –
Credit Agricole
245
Credit Agricole
France
$143K 10,000 – –
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$130K 9,062 -246 -3%
MIM
247
MetLife Investment Management
New Jersey
$117K 8,199 +18 +0.2%
CMF
248
Counterpoint Mutual Funds
California
$112K 7,835 +7,835 New
TRCT
249
Tower Research Capital (TRC)
New York
$110K 7,656 -20,450 -73%
EWA
250
EverSource Wealth Advisors
Alabama
$64.7K 4,518 – –
8 9
10
11 12