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Vertiv
VRT

583 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $599M | Put options by funds: $153M

218% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 62

32% more capital invested

Capital invested by funds: $12.7B → $16.7B (+$4.01B)

29% more funds holding

Funds holding: 453 → 583 (+130)

1.75% more ownership

Funds ownership: 89.45% → 91.2% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 180

5% less funds holding in top 10

Funds holding in top 10: 39 → 37 (-2)

Holders
583
Holders Change
+130
Holders Change %
+28.7%
% of All Funds
8.5%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
197
Increased
176
Reduced
180
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$367M
2
Morgan Stanley
Morgan Stanley
New York
+$218M
3
Coatue Management
Coatue Management
New York
+$95.8M
4
Holocene Advisors
Holocene Advisors
New York
+$89.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
2
ClearBridge Investments
ClearBridge Investments
New York
-$115M
3
Two Sigma Investments
Two Sigma Investments
New York
-$115M
4
Jane Street
Jane Street
New York
-$114M
5
PC
PointState Capital
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
276
Nissay Asset Management
Japan
$1.86M +$1.65M +38,695 New
BHCM
277
Brevan Howard Capital Management
Jersey
$1.86M +$1.65M +38,675 New
DGAM
278
Desjardins Global Asset Management
Quebec, Canada
$1.82M +$1.61M +37,917 New
BAMF
279
BI Asset Management Fondsmaeglerselskab
Denmark
$1.82M +$1.61M +37,835 New
CIBC World Market
280
CIBC World Market
Ontario, Canada
$1.81M +$1.61M +37,755 New
CWP
281
Cyndeo Wealth Partners
Florida
$1.81M -$25.8K -605 -2%
BCM
282
Beck Capital Management
Texas
$1.81M +$1.6M +37,658 New
TI
283
Tidal Investments
Wisconsin
$1.79M +$462K +10,846 +41%
Public Employees Retirement Association of Colorado
284
Public Employees Retirement Association of Colorado
Colorado
$1.77M -$87.3K -2,051 -5%
NCGI
285
Next Century Growth Investors
Minnesota
$1.76M +$1.56M +36,625 New
Commonwealth Equity Services
286
Commonwealth Equity Services
Massachusetts
$1.75M -$1.02M -23,884 -40%
FFM
287
Fullerton Fund Management
Singapore
$1.74M +$1.54M +36,184 New
PAMP
288
Polar Asset Management Partners
Ontario, Canada
$1.72M +$1.52M +35,731 New
OL
289
Owen LaRue
Kentucky
$1.71M +$1.52M +35,608 New
PI
290
PineBridge Investments
New York
$1.7M +$952K +22,361 +170%
GAM
291
Garrison Asset Management
Arkansas
$1.7M -$19.4K -455 -1%
WLG
292
Williamson Legacy Group
Indiana
$1.65M +$1.46M +34,253 New
GIBU
293
Gulf International Bank (UK)
United Kingdom
$1.64M +$1.45M +34,102 New
PRC
294
Pearl River Capital
Michigan
$1.64M -$3.55M -83,275 -71%
Verition Fund Management
295
Verition Fund Management
Connecticut
$1.62M +$1.19M +27,994 +481%
BAM
296
BOCHK Asset Management
Hong Kong
$1.6M +$1.42M +33,400 New
HVCM
297
Hel Ved Capital Management
Hong Kong
$1.59M +$453K +10,648 +47%
EI
298
Ethic Inc
New York
$1.59M -$33.4K -784 -2%
Jennison Associates
299
Jennison Associates
New York
$1.58M +$880K +20,663 +169%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$1.58M +$421K +9,886 +43%
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VRT Hedge Fund Activity: Q4 2023 in Review

583 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2023, worth a combined $16.7B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VRT positions and 62 closed out — a net gain of 135 holders — while 176 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $135M.

  • 583 institutional investors held Vertiv (VRT) as of Q4 2023, up from 453 in Q3 2023.
  • Funds reported $16.7B of Vertiv stock for Q4 2023, up 32% quarter-over-quarter.
  • 197 funds opened new Vertiv positions in Q4 2023 and 62 closed out, a net change of +135 holders.
  • The largest Vertiv buyer in Q4 2023 was BlackRock, an estimated $367M added.
  • The largest Vertiv seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.