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Vertiv
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Overview Fund Activity

895 hedge funds and large institutions have $26.9B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 342 increasing their positions, 264 reducing their positions, and 76 closing their positions.

Holders
895
Holders Change
+143
Holders Change %
+19.02%
% of All Funds
13.02%
Holding in Top 10
43
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.12%
% of All Funds
0.63%
New
229
Increased
342
Reduced
264
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
2
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
4
Bank of America
North Carolina
$480M
5
AI
5
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
3
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
5
Holocene Advisors
New York
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
251
Broadleaf Partners
Ohio
$6.38M 73,713 -842 -1%
EGI
252
EAM Global Investors
California
$6.35M 73,335 -7,883 -10%
DWM
253
Dakota Wealth Management
Florida
$6.28M 72,524 +37,478 +107%
HCMT
254
Highland Capital Management (Tennessee)
Tennessee
$6.14M 70,879 -13,230 -16%
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$6.08M 70,201 +36,264 +107%
BGC
256
Blue Grotto Capital
Georgia
$6.06M 70,000 -30,000 -30%
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$6.02M 69,495 +26,231 +61%
Osaic Holdings
258
Osaic Holdings
Arizona
$6.01M 69,423 -39,694 -36%
HIS
259
Harvest Investment Services
Illinois
$5.94M 68,562 -34,936 -34%
OIA
260
OneDigital Investment Advisors
Kansas
$5.67M 65,444 +53,689 +457%
Wolverine Trading
261
Wolverine Trading
Illinois
$5.59M 64,544 +37,053 +135%
X
262
Xponance
Pennsylvania
$5.51M 63,703 +32,129 +102%
WTC
263
WhitTier Trust Company
Nevada
$5.46M 63,054 +19,850 +46%
BCPE
264
Bain Capital Public Equity
Massachusetts
$5.44M 62,881 -71,273 -53%
IWA
265
IBEX Wealth Advisors
New Jersey
$5.39M 62,319 +62,319 New
SCM
266
Summerhill Capital Management
Ontario, Canada
$5.35M 61,769 -3,070 -5%
Nomura Holdings
267
Nomura Holdings
Japan
$5.33M 61,530 +58,130 +1,710%
FAB
268
First American Bank
Illinois
$5.32M 61,440 -4,547 -7%
HFM
269
Harvest Fund Management
China
$5.3M 61,283 +9,958 +19%
TC
270
Tenere Capital
New York
$5.26M 60,733 +60,733 New
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$5.22M 60,254 +155 +0.3%
KM
272
KP Management
Minnesota
$5.19M 60,000 +5,000 +9%
UIA
273
Ulland Investment Advisors
Minnesota
$5.1M 58,914 +1,793 +3%
LIP
274
Lighthouse Investment Partners
Florida
$5.08M 58,654 -96,346 -62%
PAG
275
Private Advisory Group
Washington
$5.05M 58,280 +4,562 +8%
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