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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 %
CC
251
Claybrook Capital
Massachusetts
$489K 19,760 – –
VPIM
252
Vanguard Personalized Indexing Management
California
$479K 19,353 +913 +5%
FRM
253
Fox Run Management
Connecticut
$476K 19,204 -12,586 -40%
SPA
254
Sherbrooke Park Advisers
New York
$473K 19,077 +19,077 New
RJA
255
Raymond James & Associates
Florida
$470K 18,979 +18,979 New
Neuberger Berman Group
256
Neuberger Berman Group
New York
$457K 18,468 +554 +3%
SAM
257
Shell Asset Management
Netherlands
$444K 17,935 -103 -0.6%
URS
258
Utah Retirement Systems
Utah
$431K 17,400 +1,300 +8%
DFCM
259
Dark Forest Capital Management
Puerto Rico
$423K 17,081 +17,081 New
Axa
260
Axa
France
$421K 17,000 +17,000 New
Canada Life
261
Canada Life
Manitoba, Canada
$407K 16,363 -2,029 -11%
AT
262
American Trust
Kentucky
$406K 16,406 -4,644 -22%
YIH
263
Y-Intercept (HK)
Hong Kong
$398K 16,087 -80,180 -83%
Corient Private Wealth
264
Corient Private Wealth
Florida
$396K 15,992 -62 -0.4%
AC
265
AXQ Capital
New Jersey
$377K 15,200 +15,200 New
VI
266
Vestcor Inc
New Brunswick, Canada
$371K 14,984 +14,984 New
GT
267
Greenleaf Trust
Michigan
$355K 14,345 -55 -0.4%
GCP
268
GSA Capital Partners
United Kingdom
$353K 14,252 +14,252 New
AT
269
Arden Trust
Delaware
$351K 14,186 -20,413 -59%
RJFSA
270
Raymond James Financial Services Advisors
Florida
$350K 14,134 -2,101 -13%
GI
271
GAMCO Investors
Connecticut
$347K 14,000 +14,000 New
X
272
Xponance
Pennsylvania
$346K 13,981 -689 -5%
API
273
Advisor Partners II
California
$331K 13,352 +13,352 New
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329K 13,287 -162 -1%
BBA
275
Baader Bank Aktiengesellschaft
Germany
$328K 13,230 +13,230 New
9 10
11
12 13