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Vertiv
VRT

Overview Fund Activity

296 hedge funds and large institutions have $4.85B invested in Vertiv in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
296
Holders Change
+11
Holders Change %
+3.86%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.26%
New
49
Increased
106
Reduced
95
Closed
31
Calls
$35.8M
Puts
$25.9M
Net Calls
+$9.9M
Net Calls Change
+$1.52M

Top Buyers

1
SIG
1
Senator Investment Group
New York
$41.5M
2
Invesco
2
Invesco
Georgia
$181M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$19.3M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$19.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.6M

Top Sellers

1
DFO
1
Duquesne Family Office
New York
$29.2M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$176M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$31.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$191M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$39.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
276
Sandy Spring Bank
Maryland
$5.8K 405 +405 New
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$4.62K 323 +112 +53%
AA
278
AlphaMark Advisors
Kentucky
$3K 200 – –
VCM
279
Versant Capital Management
Arizona
$2.63K 184 – –
RTL
280
Red Tortoise LLC
Georgia
$2.1K 147 – –
LC
281
Lindbrook Capital
California
$1.59K 111 -71 -39%
AF
282
Allworth Financial
California
$1.53K 107 +9 +9%
WT
283
Washington Trust
Rhode Island
$1.47K 103 -25 -20%
TWA
284
TCI Wealth Advisors
Arizona
$1.43K 100 – –
IAIM
285
International Assets Investment Management
Florida
$1.43K 100 +100 New
GWS
286
Glassman Wealth Services
Virginia
$1.42K 99 – –
FFA
287
Farther Finance Advisors
California
$1.39K 97 +97 New
HNB
288
Huntington National Bank
Ohio
$1.27K 89 -782 -90%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$1K 100 – –
CAL
290
Capital Advisors Ltd
Ohio
$1K 80 – –
JGIA
291
Jackson Grant Investment Advisers
Connecticut
$902 63 +63 New
HI
292
Harbour Investments
Wisconsin
$887 62 – –
MC
293
Machina Capital
France
$787 55 +55 New
GBT
294
Grove Bank & Trust
Florida
$773 54 +54 New
BAAM
295
Baker Avenue Asset Management
California
$744 52 +52 New
SIS
296
Strategic Investment Solutions
Illinois
$286 20 +20 New
Point72 Asset Management
297
Point72 Asset Management
Connecticut
– – -376,563 Closed
RCW
298
Rheos Capital Works
Japan
– – -265,000 Closed
AC
299
Albar Capital
United Kingdom
– – -240,416 Closed
IP
300
Interval Partners
New York
– – -196,614 Closed
10 11
12
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