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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
PSP
301
Principal Street Partners
Tennessee
$1.57M -$115K -2,697 -8%
OAC
302
OMERS Administration Corp
Ontario, Canada
$1.48M +$1.32M +30,900 New
NIP
303
Nicholas Investment Partners
California
$1.48M +$513K +12,037 +64%
BOH
304
Bank of Hawaii
Hawaii
$1.45M +$34.6K +812 +3%
MIM
305
Merrion Investment Management
New Jersey
$1.44M – – –
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$1.44M +$1.27M +29,902 New
EMPI
307
Elo Mutual Pension Insurance
Finland
$1.44M +$1.27M +29,900 New
Baird Financial Group
308
Baird Financial Group
Wisconsin
$1.41M +$724K +17,001 +137%
Franklin Resources
309
Franklin Resources
California
$1.41M +$1.25M +29,280 New
PCM
310
Penserra Capital Management
California
$1.39M +$29.6K +694 +2%
AWM
311
AE Wealth Management
Kansas
$1.39M +$641K +15,051 +138%
New York State Teachers Retirement System (NYSTRS)
312
New York State Teachers Retirement System (NYSTRS)
New York
$1.37M +$4.26K +100 +0.4%
EP
313
Edgestream Partners
New Jersey
$1.37M +$1.21M +28,458 New
RJFSA
314
Raymond James Financial Services Advisors
Florida
$1.35M +$172K +4,028 +17%
CAM
315
ClariVest Asset Management
California
$1.35M -$937 -22 -0.1%
OPERF
316
Oregon Public Employees Retirement Fund
Oregon
$1.35M +$1.2M +28,100 New
RFM
317
Royal Fund Management
Florida
$1.34M +$1.19M +27,919 New
BHC
318
Bowen Hanes & Co
Florida
$1.3M -$42.6K -1,000 -4%
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$1.28M +$666K +15,637 +142%
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$1.26M – – –
SP
321
Symmetry Partners
Connecticut
$1.22M +$1.06M +24,924 New
Wellington Management Group
322
Wellington Management Group
Massachusetts
$1.18M +$1.05M +24,575 New
Stifel Financial
323
Stifel Financial
Missouri
$1.16M +$682K +16,025 +196%
GCM
324
Graham Capital Management
Connecticut
$1.15M -$1.29M -30,271 -56%
GS
325
GTS Securities
New York
$1.15M +$341K +8,002 +50%
11 12
13
14 15

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.