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Vertiv
VRT

Overview Fund Activity

350 hedge funds and large institutions have $8.43B invested in Vertiv in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 91 increasing their positions, 138 reducing their positions, and 37 closing their positions.

Holders
350
Holders Change
+54
Holders Change %
+18.24%
% of All Funds
5.52%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.41%
New
92
Increased
91
Reduced
138
Closed
37
Calls
$202M
Puts
$65.9M
Net Calls
+$137M
Net Calls Change
+$127M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$128M
2
Coatue Management
2
Coatue Management
New York
$114M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$105M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$414M
5
Ameriprise
5
Ameriprise
Minnesota
$94.9M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$6.4M
2
EC
2
Eminence Capital
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$103M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$199M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
226
Saltoro Capital
Texas
$871K 35,150 +35,150 New
AWM
227
AE Wealth Management
Kansas
$800K 32,310 -13,572 -30%
EI
228
Ethic Inc
New York
$799K 32,265 -18,662 -37%
BFM
229
Boothbay Fund Management
New York
$771K 31,130 +11,371 +58%
RWPA
230
Richard W. Paul & Associates
Michigan
$763K 30,797 -14,452 -32%
AAM
231
Advisors Asset Management
Colorado
$758K 30,620 +19,820 +184%
QCM
232
Quantinno Capital Management
New York
$756K 30,501 +30,501 New
VCM
233
Virtue Capital Management
Tennessee
$750K 30,869 +30,869 New
MIM
234
Merrion Investment Management
New Jersey
$743K 30,000 – –
AFM
235
Anson Funds Management
Texas
$743K 30,000 +30,000 New
HMS
236
Hanseatic Management Services
New Mexico
$726K 29,295 +29,295 New
P
237
Pitcairn
Pennsylvania
$693K 27,980 +373 +1%
GS
238
GTS Securities
New York
$691K 27,904 +27,904 New
CG
239
Cutler Group
California
$673K 27,206 -20,954 -44%
SQA
240
Simon Quick Advisors
New Jersey
$650K 26,244 -6,269 -19%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$611K 24,649 – –
Osaic Holdings
242
Osaic Holdings
Arizona
$587K 23,708 -1,999 -8%
HFS
243
Hantz Financial Services
Michigan
$573K 23,137 -12,444 -35%
SAM
244
Sandbar Asset Management
United Kingdom
$573K 23,124 +23,124 New
BFS
245
Bard Financial Services
Connecticut
$568K 22,925 -1,250 -5%
BOH
246
Bank of Hawaii
Hawaii
$557K 22,507 +22,507 New
QT
247
Quantbot Technologies
New York
$546K 22,054 -115,081 -84%
SFI
248
Susquehanna Fundamental Investments
Pennsylvania
$533K 21,537 -101,780 -83%
QCM
249
Qsemble Capital Management
New York
$510K 20,600 +20,600 New
Mariner
250
Mariner
Kansas
$506K 20,412 -7,326 -26%
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