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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ASN
301
Advisory Services Network
Georgia
$7.48M +$1.85M +16,247 +33%
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$7.47M +$139K +1,227 +2%
JSC
303
Jackson Square Capital
California
$7.45M +$3.36M +29,598 +82%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$7.41M +$52.3K +460 +0.7%
PP
305
Prudential plc
United Kingdom
$7.28M -$14.2M -124,586 -66%
CIC
306
Chase Investment Counsel
Virginia
$7.28M +$204K +1,793 +3%
TD Asset Management
307
TD Asset Management
Ontario, Canada
$7.2M +$617K +5,433 +9%
SCM
308
Summerhill Capital Management
Ontario, Canada
$7.18M +$45.4K +400 +0.6%
FAB
309
First American Bank
Illinois
$7.09M +$192K +1,691 +3%
KA
310
Kovack Advisors
Florida
$6.93M -$47.6K -419 -0.7%
IMC Chicago
311
IMC Chicago
Illinois
$6.86M +$6.86M +60,392 New
Fidelity International
312
Fidelity International
Bermuda
$6.84M +$2.72M +23,911 +66%
SC
313
Shellback Capital
Massachusetts
$6.82M -$43.1M -379,186 -86%
LIM
314
Lingotto Investment Management
United Kingdom
$6.82M -$3.75M -33,000 -35%
UIA
315
Ulland Investment Advisors
Minnesota
$6.66M +$29.3K +258 +0.4%
Tudor Investment Corp
316
Tudor Investment Corp
Connecticut
$6.62M -$25.5M -224,428 -79%
BAAM
317
Baker Avenue Asset Management
California
$6.58M -$483K -4,253 -7%
BPWM
318
Badgley Phelps Wealth Managers
Washington
$6.56M +$397K +3,493 +6%
GCC
319
Game Creek Capital
Massachusetts
$6.48M +$909K +8,000 +16%
BHWA
320
Beacon Harbor Wealth Advisors
Virginia
$6.42M +$6.42M +56,494 New
OIA
321
OneDigital Investment Advisors
Kansas
$6.31M -$1.25M -11,036 -17%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$6.14M -$427K -3,762 -7%
Credit Agricole
323
Credit Agricole
France
$5.93M +$1.45M +12,746 +32%
PFSRSONJ
324
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.91M +$5.91M +52,007 New
Mariner
325
Mariner
Kansas
$5.89M +$579K +5,097 +11%
11 12
13
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