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Vertiv
VRT

Overview Fund Activity

277 hedge funds and large institutions have $6.53B invested in Vertiv in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+21
Holders Change %
+8.2%
% of All Funds
4.88%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
67
Increased
127
Reduced
59
Closed
44
Calls
$17.7M
Puts
$9.82M
Net Calls
+$7.9M
Net Calls Change
+$3.01M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$200M
2
American Century Companies
2
American Century Companies
Missouri
$189M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$133M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.3M
5
Invesco
5
Invesco
Georgia
$103M

Top Sellers

1
PEA
1
Platinum Equity Advisors
California
$1.2B
2
Goldman Sachs
2
Goldman Sachs
New York
$58M
3
EC
3
Eminence Capital
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$37.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
251
Howe & Rusling
New York
$9K +$1.04K +52 +13%
HFM
252
Harvest Fund Management
China
$8K -$42.6K -2,367 -84%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
PCG
254
Private Capital Group
Connecticut
$6K -$6.12K -303 -51%
MAM
255
Meeder Asset Management
Ohio
$5K +$1.11K +57 +29%
SFS
256
Sowell Financial Services
Arkansas
$5K +$5K +200 New
FHA
257
First Horizon Advisors
Tennessee
$5K +$5K +293 New
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +500 New
GI
259
Gradient Investments
Minnesota
$4K – – –
TFO
260
Tarbox Family Office
California
$4K – – –
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
AA
262
AlphaMark Advisors
Kentucky
$4K – – –
FRA
263
Front Row Advisors
California
$4K +$4K +216 New
JPLA
264
Joseph P. Lucia & Associates
New York
$3K +$3K +131 New
IA
265
IFP Advisors
Florida
$2K -$4.32K -270 -68%
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$2K – – –
GEA
267
Glen Eagle Advisors
New Jersey
$2K – – –
S
268
SignatureFD
Georgia
$1K +$1K +26 New
BWM
269
BerganKDV Wealth Management
Minnesota
$1K +$1K +39 New
BFEC
270
Benjamin F. Edwards & Company
Missouri
$1K +$1K +50 New
GAM
271
Grandview Asset Management
Pennsylvania
$1K +$1K +64 New
AIG
272
American International Group
New York
$107 -$4 -183 -3%
BBHC
273
Brown Brothers Harriman & Co
New York
$7 – – –
EC
274
Eminence Capital
New York
– -$91.2M -4,883,783 Closed
IAM
275
Iridian Asset Management
Connecticut
– -$50.6M -2,709,674 Closed
9 10
11
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