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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
TD Asset Management
251
TD Asset Management
Ontario, Canada
$2.56M +$2.27M +53,271 New
SO
252
STRS Ohio
Ohio
$2.52M -$2.13M -49,944 -49%
QCM
253
Quantinno Capital Management
New York
$2.45M +$320K +7,523 +17%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$2.4M – – –
KM
255
KP Management
Minnesota
$2.4M +$2.13M +50,000 New
CP
256
CenterBook Partners
Connecticut
$2.4M -$5.32M -124,948 -71%
SEC
257
Seven Eight Capital
New York
$2.38M -$10.6M -248,598 -83%
CPC
258
Cookson Peirce & Co
Pennsylvania
$2.31M +$2.05M +48,053 New
TIM
259
Thor Investment Management
Ohio
$2.29M +$2.03M +47,622 New
Toronto Dominion Bank
260
Toronto Dominion Bank
Ontario, Canada
$2.27M +$2.01M +47,267 New
RFC
261
Regions Financial Corp
Alabama
$2.14M -$515K -12,083 -21%
WAM
262
Wolverine Asset Management
Illinois
$2.11M +$1.34M +31,500 +252%
TF
263
Trek Financial
Arizona
$2.11M -$186K -4,366 -9%
GCM
264
Gunderson Capital Management
South Carolina
$2.1M -$14.1K -331 -0.8%
IAM
265
Iridian Asset Management
Connecticut
$2.1M -$23.2K -544 -1%
N
266
Natixis
France
$2.06M +$1.82M +42,802 New
ETC
267
Exchange Traded Concepts
Oklahoma
$2.05M -$3.36M -78,823 -65%
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$2.03M +$84.8K +1,991 +5%
Assenagon Asset Management
269
Assenagon Asset Management
Luxembourg
$2.02M +$1.27M +29,804 +245%
PCM
270
Parsons Capital Management
Rhode Island
$2.01M -$193K -4,525 -10%
WG
271
Winton Group
United Kingdom
$1.97M -$473K -11,102 -21%
MP
272
Munro Partners
Australia
$1.94M +$1.72M +40,385 New
BSG
273
Black Swift Group
Colorado
$1.92M +$1.7M +40,000 New
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$1.89M +$1.68M +39,422 New
Los Angeles Capital Management
275
Los Angeles Capital Management
California
$1.88M +$1.2M +28,083 +255%
9 10
11
12 13

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.