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Vertiv
VRT

Overview Fund Activity

350 hedge funds and large institutions have $8.43B invested in Vertiv in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 91 increasing their positions, 138 reducing their positions, and 37 closing their positions.

Holders
350
Holders Change
+54
Holders Change %
+18.24%
% of All Funds
5.52%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.41%
New
92
Increased
91
Reduced
138
Closed
37
Calls
$202M
Puts
$65.9M
Net Calls
+$137M
Net Calls Change
+$127M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$128M
2
Coatue Management
2
Coatue Management
New York
$114M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$105M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$414M
5
Ameriprise
5
Ameriprise
Minnesota
$94.9M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$6.4M
2
EC
2
Eminence Capital
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$103M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$199M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$306K 12,362 -3,737 -23%
MYIA
277
Mount Yale Investment Advisors
Colorado
$302K 12,195 +12,195 New
CC
278
Corton Capital
Ontario, Canada
$295K 11,903 -430 -3%
M&T Bank
279
M&T Bank
New York
$294K 11,871 -2,216 -16%
TCM
280
Teza Capital Management
Illinois
$289K 11,649 -4,705 -29%
SC
281
Steph & Co
Wisconsin
$286K 11,550 -8,030 -41%
OIA
282
OneDigital Investment Advisors
Kansas
$266K 10,751 +506 +5%
DWM
283
Defined Wealth Management
Oregon
$258K 10,416 +1 +0%
QC
284
Quadrature Capital
United Kingdom
$257K 10,389 +10,389 New
DC
285
Diametric Capital
Massachusetts
$257K 10,379 -4,847 -32%
Credit Agricole
286
Credit Agricole
France
$248K 10,000 – –
TAM
287
Tocqueville Asset Management
New York
$248K 10,000 – –
VDBMI
288
Van Den Berg Management I
Texas
$244K 9,861 +9,861 New
CMF
289
Counterpoint Mutual Funds
California
$242K 9,756 +1,921 +25%
TMAM
290
Tokio Marine Asset Management
Japan
$235K 9,500 +9,500 New
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$235K 9,470 -56,600 -86%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$232K 9,369 +9,369 New
HCA
293
Hyperion Capital Advisors
New York
$223K 9,000 +9,000 New
HFM
294
Harvest Fund Management
China
$215K 8,674 +5,230 +152%
PWM
295
Perigon Wealth Management
California
$205K 8,263 +8,263 New
PCM
296
Prelude Capital Management
New York
$203K 8,182 -171,385 -95%
MIM
297
MetLife Investment Management
New Jersey
$183K 7,383 -816 -10%
EWA
298
EverSource Wealth Advisors
Alabama
$113K 4,558 +40 +0.9%
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
$106K 4,286 +4,286 New
Lazard Asset Management
300
Lazard Asset Management
New York
$101K 4,118 +4,118 New
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