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Vertiv
VRT
VRT
254 hedge funds and large institutions have $3.4B invested in Vertiv in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
34% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 80
23% more capital invested
Capital invested by funds: $2.77B → $3.4B (+$632M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3.78% more ownership
Funds ownership: 89.25% → 93.03% (+3.8%)
12% less funds holding
Funds holding: 289 → 254 (-35)
55% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 60
58% less call options, than puts
Call options by funds: $2.67M | Put options by funds: $6.32M
Holders
254
Holders Change
-35
Holders Change %
-12.11%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
27
Increased
107
Reduced
80
Closed
60
Calls
$2.67M
Puts
$6.32M
Net Calls
-$3.65M
Net Calls Change
-$16.5M
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$92.2M |
| 2 |
DFO
Duquesne Family Office
New York
|
+$55.3M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$38.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$31.3M |
| 5 |
PC
PointState Capital
New York
|
+$27.6M |
Top Sellers
| 1 |
BC
Brahman Capital
New York
|
-$31.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.9M |
| 3 |
BlackRock
New York
|
-$19.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$17.3M |
| 5 |
EC
Eminence Capital
New York
|
-$12.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$13K | -1,575 | Closed |
|
302
Walleye Trading
New York
| – | -$10K | -1,161 | Closed |
|
|
NL
303
NVWM LLC
Yardley,
Pennsylvania
| – | -$11.7K | -1,040 | Closed |
|
304
Jones Financial Companies
Des Peres,
Missouri
| – | -$6K | -707 | Closed |
|
|
SPIA
305
Steward Partners Investment Advisory
New York
| – | -$1K | -77 | Closed |
|
|
CAL
306
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$393 | -35 | -56% |
|
|
TWA
307
TCI Wealth Advisors
Tucson,
Arizona
| – | +$202 | +18 | New |
|