285 hedge funds and large institutions have $4.67B invested in Vertiv in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+32
Holders Change %
+12.65%
% of All Funds
4.6%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.31%
New
66
Increased
91
Reduced
95
Closed
29
Calls
$24.8M
Puts
$16.4M
Net Calls
+$8.38M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
251
Ellevest Inc
New York
$16.1K +$9.17K +671 +133%
PTC
252
Private Trust Company
Ohio
$16K
HIA
253
Harbor Investment Advisory
Maryland
$13.7K
TFS
254
TrustCore Financial Services
Tennessee
$13.7K
TPCW
255
TD Private Client Wealth
New York
$13.3K -$1.75K -128 -12%
C
256
Covestor
United Kingdom
$13K +$755 +57 +6%
HNB
257
Huntington National Bank
Ohio
$11.9K +$11.9K +870 +87,000%
JGCM
258
Joseph Group Capital Management
Ohio
$9K
CTC
259
Central Trust Company
Missouri
$8.78K -$53.2K -3,896 -86%
WTA
260
Washington Trust Advisors
Massachusetts
$7.66K -$191 -14 -2%
BIA
261
Bell Investment Advisors
California
$7.39K
QCG
262
Quadrant Capital Group
Ohio
$5.98K +$2.34K +171 +64%
PA
263
Parallel Advisors
California
$5.59K +$2.01K +147 +56%
Bessemer Group
264
Bessemer Group
New Jersey
$5K +$5K +336 New
SWM
265
Spire Wealth Management
Virginia
$4K
NA
266
NewEdge Advisors
Louisiana
$3.02K +$3.02K +246 New
AA
267
AlphaMark Advisors
Kentucky
$3K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$2.88K +$150 +11 +6%
VCM
269
Versant Capital Management
Arizona
$2.51K
LC
270
Lindbrook Capital
California
$2.49K +$2.49K +182 New
RTL
271
Red Tortoise LLC
Georgia
$2.01K +$2.01K +147 New
IA
272
IFP Advisors
Florida
$2K -$7.2K -587 -78%
BTI
273
Blue Trust Inc
Georgia
$2K +$2K +221 New
CPG
274
Cornerstone Planning Group
New Jersey
$1.98K +$1.98K +142 New
WT
275
Washington Trust
Rhode Island
$1.75K -$423 -31 -19%