Vertiv
VRT
293 hedge funds and large institutions have $4.65B invested in Vertiv in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 66 closing their positions.
1,430% more call options, than puts
Call options by funds: $25M | Put options by funds: $1.63M
65% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 77
1.37% more ownership
Funds ownership: 87.09% → 88.46% (+1.4%)
4% less funds holding
Funds holding: 306 → 293 (-13)
17% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 66
35% less funds holding in top 10
Funds holding in top 10: 20 → 13 (-7)
43% less capital invested
Capital invested by funds: $8.16B → $4.65B (-$3.52B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$382M |
| 2 |
EC
Eminence Capital
New York
|
+$182M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$100M |
| 4 |
BlackRock
New York
|
+$83.4M |
| 5 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$292M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$276M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$238M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$182M |
| 5 |
Neuberger Berman Group
New York
|
-$95.4M |
VRT Hedge Fund Activity: Q1 2022 in Review
293 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2022, worth a combined $4.65B — down 43% from $8.16B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of VRT and 55 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 127 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $382M. The largest seller was Boston Partners, exiting entirely with an estimated $292M sold.
- 293 institutional investors held Vertiv (VRT) as of Q1 2022, down from 306 in Q4 2021.
- Funds reported $4.65B of Vertiv stock for Q1 2022, down 43% quarter-over-quarter.
- 55 funds opened new Vertiv positions in Q1 2022 and 66 closed out, a net change of -11 holders.
- The largest Vertiv buyer in Q1 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $382M added.
- The largest Vertiv seller in Q1 2022 was Boston Partners, an estimated $292M sold.
Based on aggregated 13F filings for Q1 2022.