Vertiv
VRT
453 hedge funds and large institutions have $12.7B invested in Vertiv in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 35 closing their positions.
294% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 35
132% more call options, than puts
Call options by funds: $273M | Put options by funds: $118M
51% more capital invested
Capital invested by funds: $8.44B → $12.7B (+$4.28B)
50% more funds holding in top 10
Funds holding in top 10: 26 → 39 (+13)
29% more funds holding
Funds holding: 352 → 453 (+101)
0.39% less ownership
Funds ownership: 89.84% → 89.45% (-0.39%)
3% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.01B |
| 2 |
Coatue Management
New York
|
+$230M |
| 3 |
Two Sigma Advisers
New York
|
+$132M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$113M |
| 5 |
Two Sigma Investments
New York
|
+$98.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
-$989M |
| 2 |
SV
Starboard Value
New York
|
-$390M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$170M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$144M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$127M |
VRT Hedge Fund Activity: Q3 2023 in Review
453 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2023, worth a combined $12.7B — up 51% from $8.44B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new VRT positions and 35 closed out — a net gain of 103 holders — while 142 added to existing stakes and 146 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.01B. The largest seller was Platinum Equity Advisors, cutting an estimated $989M.
- 453 institutional investors held Vertiv (VRT) as of Q3 2023, up from 352 in Q2 2023.
- Funds reported $12.7B of Vertiv stock for Q3 2023, up 51% quarter-over-quarter.
- 138 funds opened new Vertiv positions in Q3 2023 and 35 closed out, a net change of +103 holders.
- The largest Vertiv buyer in Q3 2023 was Fidelity Investments, an estimated $1.01B added.
- The largest Vertiv seller in Q3 2023 was Platinum Equity Advisors, an estimated $989M sold.
Based on aggregated 13F filings for Q3 2023.