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Vertiv
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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
AAM
326
Advisors Asset Management
Colorado
$1.13M -$358K -8,400 -26%
NIMI
327
Natixis Investment Managers International
France
$1.12M +$991K +23,265 New
HAG
328
HighPoint Advisor Group
Illinois
$1.11M +$579K +13,603 New
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$1.11M +$984K +23,100 New
SCM
330
Soros Capital Management
New York
$1.11M – – –
IMRF
331
Illinois Municipal Retirement Fund
Illinois
$1.09M – – –
Principal Financial Group
332
Principal Financial Group
Iowa
$1.09M -$236K -5,531 -20%
VI
333
Vestcor Inc
New Brunswick, Canada
$1.09M +$326K +7,655 +51%
BFS
334
Bard Financial Services
Connecticut
$1.08M – – –
MML Investors Services
335
MML Investors Services
Massachusetts
$1.07M +$669K +15,703 +235%
Lido Advisors
336
Lido Advisors
California
$1.06M +$944K +22,164 New
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$1.06M +$942K +22,114 New
KBC Group
338
KBC Group
Belgium
$1.06M +$667K +15,665 +244%
Nordea Investment Management
339
Nordea Investment Management
Sweden
$1.04M +$914K +21,456 New
Mackenzie Financial
340
Mackenzie Financial
Ontario, Canada
$1.04M +$148K +3,478 +19%
VPIM
341
Vanguard Personalized Indexing Management
California
$1.02M +$53.1K +1,246 +6%
PAG
342
Private Advisor Group
New Jersey
$1.02M +$903K +21,199 New
PL
343
Polianta Ltd
Jersey
$1.01M -$426K -10,000 -32%
M&T Bank
344
M&T Bank
New York
$983K +$299K +7,019 +52%
GP
345
Geneva Partners
Wisconsin
$975K +$864K +20,300 New
SPIA
346
Steward Partners Investment Advisory
New York
$973K +$863K +20,257 New
SQA
347
Simon Quick Advisors
New Jersey
$964K +$8.73K +205 +1%
JCA
348
Jade Capital Advisors
New Jersey
$961K +$852K +20,000 New
CB
349
Commerce Bank
Missouri
$942K -$1.67M -39,119 -67%
OC
350
Optimas Capital
Hong Kong
$937K +$830K +19,500 New
12 13
14
15 16

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.