VRT icon

Vertiv
VRT

Overview Fund Activity

1,183 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 368 reducing their positions, and 90 closing their positions.

Holders
1,183
Holders Change
+178
Holders Change %
+17.71%
% of All Funds
15.75%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
368
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$597M
2
Jennison Associates
2
Jennison Associates
New York
$881M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$379M
4
Morgan Stanley
4
Morgan Stanley
New York
$647M
5
UBS Group
5
UBS Group
Switzerland
$348M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
BlackRock
2
BlackRock
New York
$3.87B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.48B
5
Invesco
5
Invesco
Georgia
$808M
Name Market Value Shares Shares
Change 		Shares
Change %
HAM
276
Honeycomb Asset Management
New York
$8.52M 75,000 +75,000 New
William Blair & Company
277
William Blair & Company
Illinois
$8.43M 74,158 +67,290 +980%
TAF
278
Tredje AP-fonden
Sweden
$8.41M 73,987 +17,014 +30%
BCH
279
Berkshire Capital Holdings
California
$8.31M 73,150 -57,860 -44%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$8.24M 72,554 +17,276 +31%
BP
281
Broadleaf Partners
Ohio
$8.22M 72,323 -911 -1%
SC
282
Sculptor Capital
New York
$8.18M 72,000 – –
IAA
283
Independent Advisor Alliance
North Carolina
$8.14M 71,611 +3,868 +6%
Jones Financial Companies
284
Jones Financial Companies
Missouri
$8.11M 71,421 +59,735 +511%
Lazard Asset Management
285
Lazard Asset Management
New York
$8.08M 71,126 +40,120 +129%
II
286
IFM Investors
Australia
$7.96M 70,032 -6,042 -8%
WTC
287
WhitTier Trust Company
Nevada
$7.9M 69,503 +4,382 +7%
OGC
288
Oak Grove Capital
New Hampshire
$7.86M 69,180 -19,255 -22%
AS
289
Aware Super
Australia
$7.86M 69,158 +69,158 New
X
290
Xponance
Pennsylvania
$7.8M 68,683 +6,322 +10%
SOMRS
291
State of Michigan Retirement System
Michigan
$7.77M 68,400 +68,400 New
UIM
292
USS Investment Management
United Kingdom
$7.76M 68,301 +68,301 New
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$7.75M 68,243 +8,905 +15%
SAM
294
Sycomore Asset Management
France
$7.71M 76,651 -35,290 -32%
Wolverine Trading
295
Wolverine Trading
Illinois
$7.71M 66,383 +36,978 +126%
PAG
296
Private Advisory Group
Washington
$7.66M 67,429 +1,719 +3%
KCP
297
Kera Capital Partners
California
$7.61M 67,006 +67,006 New
PR
298
Payden & Rygel
California
$7.59M 66,800 – –
IWA
299
IBEX Wealth Advisors
New Jersey
$7.58M 66,750 +66,750 New
Truist Financial
300
Truist Financial
North Carolina
$7.56M 66,578 +22,544 +51%
10 11
12
13 14