576 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+124
Holders Change %
+27.43%
% of All Funds
8.44%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
191
Increased
176
Reduced
179
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
326
Soros Capital Management
New York
$1.11M
IMRF
327
Illinois Municipal Retirement Fund
Illinois
$1.09M
Principal Financial Group
328
Principal Financial Group
Iowa
$1.09M -$266K -5,531 -20%
VI
329
Vestcor Inc
New Brunswick, Canada
$1.09M +$368K +7,655 +51%
BFS
330
Bard Financial Services
Connecticut
$1.08M
MML Investors Services
331
MML Investors Services
Massachusetts
$1.08M +$754K +15,703 +235%
Lido Advisors
332
Lido Advisors
California
$1.06M +$1.06M +22,164 New
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$1.06M +$1.06M +22,114 New
KBC Group
334
KBC Group
Belgium
$1.06M +$752K +15,665 +244%
Nordea Investment Management
335
Nordea Investment Management
Sweden
$1.04M +$1.04M +21,456 New
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$1.04M +$167K +3,478 +19%
VPIM
337
Vanguard Personalized Indexing Management
California
$1.02M +$59.8K +1,246 +6%
PAG
338
Private Advisor Group
New Jersey
$1.02M +$1.02M +21,199 New
PL
339
Polianta Ltd
Jersey
$1.01M -$480K -10,000 -32%
M&T Bank
340
M&T Bank
New York
$983K +$337K +7,019 +52%
GP
341
Geneva Partners
Wisconsin
$975K +$975K +20,300 New
SPIA
342
Steward Partners Investment Advisory
New York
$973K +$973K +20,257 New
SQA
343
Simon Quick Advisors
New Jersey
$964K +$9.85K +205 +1%
JCA
344
Jade Capital Advisors
New Jersey
$961K +$961K +20,000 New
CB
345
Commerce Bank
Missouri
$942K -$1.88M -39,119 -67%
OC
346
Optimas Capital
Hong Kong
$937K +$937K +19,500 New
HMS
347
Hanseatic Management Services
New Mexico
$934K -$485K -10,097 -34%
CIP
348
Chartwell Investment Partners
Pennsylvania
$926K +$926K +19,280 New
BBA
349
Baader Bank Aktiengesellschaft
Germany
$919K +$525K +10,947 +133%
URS
350
Utah Retirement Systems
Utah
$913K +$14.4K +300 +2%