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Vertiv
VRT

583 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $599M | Put options by funds: $153M

218% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 62

32% more capital invested

Capital invested by funds: $12.7B → $16.7B (+$4.01B)

29% more funds holding

Funds holding: 453 → 583 (+130)

1.75% more ownership

Funds ownership: 89.45% → 91.2% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 180

5% less funds holding in top 10

Funds holding in top 10: 39 → 37 (-2)

Holders
583
Holders Change
+130
Holders Change %
+28.7%
% of All Funds
8.5%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
197
Increased
176
Reduced
180
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$367M
2
Morgan Stanley
Morgan Stanley
New York
+$218M
3
Coatue Management
Coatue Management
New York
+$95.8M
4
Holocene Advisors
Holocene Advisors
New York
+$89.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
2
ClearBridge Investments
ClearBridge Investments
New York
-$115M
3
Two Sigma Investments
Two Sigma Investments
New York
-$115M
4
Jane Street
Jane Street
New York
-$114M
5
PC
PointState Capital
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
226
IFM Investors
Australia
$3.4M +$3.02M +70,877 New
AB
227
Amalgamated Bank
New York
$3.4M -$355K -8,333 -11%
YIH
228
Y-Intercept (HK)
Hong Kong
$3.3M +$1.39M +32,568 +90%
DIA
229
Dana Investment Advisors
Wisconsin
$3.3M +$41.1K +966 +1%
DnB Asset Management
230
DnB Asset Management
Norway
$3.29M +$2.91M +68,405 New
LIP
231
Liontrust Investment Partners
United Kingdom
$3.28M -$24.3K -570 -0.8%
WAM
232
Wakefield Asset Management
Colorado
$3.25M +$2.88M +67,582 New
FAF
233
Första AP-fonden
Sweden
$3.18M +$2.82M +66,211 New
AIM
234
Ausbil Investment Management
Australia
$3.13M -$276K -6,482 -9%
ACM
235
Aubrey Capital Management
United Kingdom
$3.11M +$2.76M +64,800 New
Skandinaviska Enskilda Banken (SEB)
236
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.11M +$2.76M +64,722 New
HBWM
237
Hollow Brook Wealth Management
New York
$3.07M -$7.07K -166 -0.3%
FAB
238
First American Bank
Illinois
$3.06M -$49.7K -1,166 -2%
N
239
Numerai
California
$2.94M -$2.77M -64,936 -51%
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.94M -$221K -5,193 -8%
BNP Paribas Asset Management
241
BNP Paribas Asset Management
France
$2.91M +$2.58M +60,521 New
NA
242
NewEdge Advisors
Louisiana
$2.9M +$339K +7,959 +16%
ACM
243
Alight Capital Management
New York
$2.88M – – –
OCA
244
Otter Creek Advisors
Florida
$2.87M -$3.55M -83,455 -58%
ET
245
Entropy Technologies
New York
$2.74M +$2.43M +57,037 New
DPAM
246
Degroof Petercam Asset Management
Belgium
$2.74M +$2.43M +57,000 New
CSCSIM
247
Clear Sky Carbon Solutions Investment Management
Texas
$2.63M +$2.33M +54,658 New
TAF
248
Tredje AP-fonden
Sweden
$2.6M +$2.31M +54,223 New
DA
249
Duality Advisers
Florida
$2.58M -$1.51M -35,402 -40%
UOC
250
UBS O'Connor
Illinois
$2.56M +$2.27M +53,400 New
8 9
10
11 12

VRT Hedge Fund Activity: Q4 2023 in Review

583 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2023, worth a combined $16.7B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VRT positions and 62 closed out — a net gain of 135 holders — while 176 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $135M.

  • 583 institutional investors held Vertiv (VRT) as of Q4 2023, up from 453 in Q3 2023.
  • Funds reported $16.7B of Vertiv stock for Q4 2023, up 32% quarter-over-quarter.
  • 197 funds opened new Vertiv positions in Q4 2023 and 62 closed out, a net change of +135 holders.
  • The largest Vertiv buyer in Q4 2023 was BlackRock, an estimated $367M added.
  • The largest Vertiv seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.