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Vertiv
VRT

Overview Fund Activity

292 hedge funds and large institutions have $7.72B invested in Vertiv in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
292
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.13%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
42
Increased
100
Reduced
106
Closed
38
Calls
$19.8M
Puts
$1.86M
Net Calls
+$18M
Net Calls Change
-$4.7M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$73.7M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$59.4M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$37.5M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$50.1M
5
CVA
5
Ceredex Value Advisors
Florida
$118M

Top Sellers

1
BlackRock
1
BlackRock
New York
$306M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$114M
3
NSCM
3
New South Capital Management
Tennessee
$158M
4
Ameriprise
4
Ameriprise
Minnesota
$41M
5
RCM
5
Ratan Capital Management
Florida
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
276
AlphaMark Advisors
Kentucky
$5K 200 – –
TFO
277
Tarbox Family Office
California
$5K 192 – –
FRA
278
Front Row Advisors
California
$5K 211 – –
GI
279
Gradient Investments
Minnesota
$4K 180 – –
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$4K 148 +25 +20%
PB
281
Pinnacle Bancorp
Nebraska
$4K 184 +184 New
JPLA
282
Joseph P. Lucia & Associates
New York
$3K 131 – –
BCA
283
Berman Capital Advisors
Georgia
$3K 151 +133 +739%
BFEC
284
Benjamin F. Edwards & Company
Missouri
$2K 100 – –
WT
285
Washington Trust
Rhode Island
$1K 43 -5 -10%
S
286
SignatureFD
Georgia
$1K 23 -3 -12%
BWM
287
BerganKDV Wealth Management
Minnesota
$1K 39 – –
BIA
288
Bell Investment Advisors
California
$1K 21 +21 New
HI
289
Harbour Investments
Wisconsin
$1K 62 +62 New
RTL
290
Red Tortoise LLC
Georgia
$1K 147 +147 New
BBHC
291
Brown Brothers Harriman & Co
New York
$8 334 – –
KCM
292
Kingdon Capital Management
New York
– – -669,222 Closed
SCM
293
Segantii Capital Management
Hong Kong
– – -440,000 Closed
Two Sigma Investments
294
Two Sigma Investments
New York
– – -430,200 Closed
PIM
295
Perpetual Investment Management
Australia
– – -254,381 Closed
Manulife (Manufacturers Life Insurance)
296
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -224,458 Closed
SCF
297
Sante Capital Fund
Texas
– – -157,919 Closed
JAM
298
Jupiter Asset Management
United Kingdom
– – -85,008 Closed
Stifel Financial
299
Stifel Financial
Missouri
– – -84,601 Closed
EI
300
EAM Investors
California
– – -82,995 Closed
10 11
12
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