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Vertiv
VRT

277 hedge funds and large institutions have $6.53B invested in Vertiv in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

81% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $9.82M

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $5.82B → $6.53B (+$706M)

8% more funds holding

Funds holding: 256 → 277 (+21)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

2.13% less ownership

Funds ownership: 95.04% → 92.9% (-2.1%)

Holders
277
Holders Change
+21
Holders Change %
+8.2%
% of All Funds
4.86%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
67
Increased
127
Reduced
59
Closed
44
Calls
$17.7M
Puts
$9.82M
Net Calls
+$7.9M
Net Calls Change
+$3.01M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$202M
2
American Century Companies
American Century Companies
Missouri
+$189M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$88.7M
5
Invesco
Invesco
Georgia
+$78.3M

Top Sellers

Rank Fund Capital Flow
1
PEA
Platinum Equity Advisors
California
-$351M
2
Goldman Sachs
Goldman Sachs
New York
-$238M
3
EC
Eminence Capital
New York
-$91.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$84.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
276
Mizuho Markets Americas
New York
– -$37.8M -2,025,000 Closed
SC
277
Samlyn Capital
New York
– -$21.9M -1,172,197 Closed
EAM
278
Eagle Asset Management
Florida
– -$13M -714,393 Closed
CCM
279
Cobalt Capital Management
New Jersey
– -$8.87M -475,000 Closed
MS
280
Maven Securities
Jersey
– -$7.91M -421,750 Closed
TD Asset Management
281
TD Asset Management
Ontario, Canada
– -$6.06M -324,727 Closed
CC
282
Cartenna Capital
Connecticut
– -$3.94M -211,174 Closed
CC
283
Cipher Capital
New York
– -$3.27M -175,087 Closed
BC
284
Beaconlight Capital
New York
– -$2.76M -147,735 Closed
GTCM
285
Gyon Technologies Capital Management
New Jersey
– -$2.44M -130,681 Closed
KOCAA
286
Knights of Columbus Asset Advisors
Connecticut
– -$2.05M -109,726 Closed
JF
287
Jump Financial
Illinois
– -$1.43M -76,592 Closed
Walleye Capital
288
Walleye Capital
New York
– -$1.16K -62,101 Closed
SM
289
Sciencast Management
New Jersey
– -$1.12M -61,065 Closed
PCM
290
Prelude Capital Management
New York
– -$937K -50,195 Closed
MDSL
291
M.D. Sass LLC
New York
– -$833K -44,597 Closed
PI
292
PEAK6 Investments
Illinois
– -$728K -39,018 Closed
AIM
293
Aigen Investment Management
New York
– -$516K -27,656 Closed
FC
294
FORA Capital
Florida
– -$437K -23,410 Closed
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
– -$403K -21,590 Closed
Marshall Wace
296
Marshall Wace
United Kingdom
– -$387K -20,705 Closed
VRS
297
Virginia Retirement Systems
Virginia
– -$379K -20,300 Closed
BCM
298
Bayesian Capital Management
New York
– -$349K -18,700 Closed
VF
299
Virtu Financial
New York
– -$285K -15,249 Closed
PAS
300
Park Avenue Securities
New York
– -$267K -14,292 Closed
9 10 11
12
13

VRT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2021, worth a combined $6.53B — up 12% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VRT positions and 44 closed out — a net gain of 23 holders — while 127 added to existing stakes and 59 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $202M. The largest seller was Platinum Equity Advisors, cutting an estimated $351M.

  • 277 institutional investors held Vertiv (VRT) as of Q1 2021, up from 256 in Q4 2020.
  • Funds reported $6.53B of Vertiv stock for Q1 2021, up 12% quarter-over-quarter.
  • 67 funds opened new Vertiv positions in Q1 2021 and 44 closed out, a net change of +23 holders.
  • The largest Vertiv buyer in Q1 2021 was Boston Partners, an estimated $202M added.
  • The largest Vertiv seller in Q1 2021 was Platinum Equity Advisors, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2021.