Vertiv
VRT
289 hedge funds and large institutions have $2.77B invested in Vertiv in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 91 increasing their positions, 103 reducing their positions, and 49 closing their positions.
871% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $1.48M
4% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 49
0.79% more ownership
Funds ownership: 88.46% → 89.25% (+0.79%)
1% less funds holding
Funds holding: 293 → 289 (-4)
12% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 103
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
40% less capital invested
Capital invested by funds: $4.65B → $2.77B (-$1.88B)
Top Buyers
| 1 |
Barclays
London,
United Kingdom
|
+$114M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$102M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$43.3M |
| 5 |
SC
Sasco Capital
Fairfield,
Connecticut
|
+$23.5M |
Top Sellers
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$130M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$51M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$36.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$33.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$29M |
VRT Hedge Fund Activity: Q2 2022 in Review
289 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2022, worth a combined $2.77B — down 40% from $4.65B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VRT positions and 49 closed out — a net gain of 2 holders — while 91 added to existing stakes and 103 trimmed.
The largest buyer was Barclays, adding an estimated $114M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $130M sold.
- 289 institutional investors held Vertiv (VRT) as of Q2 2022, down from 293 in Q1 2022.
- Funds reported $2.77B of Vertiv stock for Q2 2022, down 40% quarter-over-quarter.
- 51 funds opened new Vertiv positions in Q2 2022 and 49 closed out, a net change of +2 holders.
- The largest Vertiv buyer in Q2 2022 was Barclays, an estimated $114M added.
- The largest Vertiv seller in Q2 2022 was Ceredex Value Advisors, an estimated $130M sold.
Based on aggregated 13F filings for Q2 2022.