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Vertiv
VRT

760 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 59

66% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $679M

62% more funds holding in top 10

Funds holding in top 10: 37 → 60 (+23)

50% more capital invested

Capital invested by funds: $16.7B → $25.2B (+$8.44B)

30% more funds holding

Funds holding: 583 → 760 (+177)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

10.47% less ownership

Funds ownership: 91.2% → 80.73% (-10%)

Holders
760
Holders Change
+177
Holders Change %
+30.36%
% of All Funds
10.95%
Holding in Top 10
60
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+62.16%
% of All Funds
0.86%
New
244
Increased
239
Reduced
233
Closed
59
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
TA
Trivest Advisors
Hong Kong
+$141M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
CHP
Castle Hook Partners
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$863M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$597M
3
PEA
Platinum Equity Advisors
California
-$382M
4
Coatue Management
Coatue Management
New York
-$287M
5
Morgan Stanley
Morgan Stanley
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
326
Baird Financial Group
Wisconsin
$2.82M +$319K +5,083 +17%
N
327
Natixis
France
$2.82M -$522K -8,302 -19%
Creative Planning
328
Creative Planning
Kansas
$2.8M +$994K +15,820 +86%
GIBU
329
Gulf International Bank (UK)
United Kingdom
$2.79M – – –
WLG
330
Williamson Legacy Group
Indiana
$2.78M -$13.4K -214 -0.6%
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$2.77M +$457K +7,273 +27%
N
332
Numerai
California
$2.75M -$1.73M -27,581 -45%
WBC
333
Westpac Banking Corp
Australia
$2.74M +$2.11M +33,603 New
MML Investors Services
334
MML Investors Services
Massachusetts
$2.71M +$679K +10,811 +48%
EMPI
335
Elo Mutual Pension Insurance
Finland
$2.7M +$202K +3,210 +11%
M&T Bank
336
M&T Bank
New York
$2.66M +$763K +12,140 +59%
Mackenzie Financial
337
Mackenzie Financial
Ontario, Canada
$2.64M +$675K +10,735 +50%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M +$1.92M +30,544 +1,574%
Jennison Associates
339
Jennison Associates
New York
$2.59M -$69.8K -1,111 -3%
Mariner
340
Mariner
Kansas
$2.58M +$804K +12,797 +68%
X
341
Xponance
Pennsylvania
$2.58M +$1.04M +16,590 +111%
PCM
342
Parsons Capital Management
Rhode Island
$2.56M -$662K -10,539 -25%
New York State Teachers Retirement System (NYSTRS)
343
New York State Teachers Retirement System (NYSTRS)
New York
$2.56M +$175K +2,778 +10%
OAC
344
OMERS Administration Corp
Ontario, Canada
$2.52M – – –
LSA
345
L & S Advisors
California
$2.49M +$1.92M +30,538 New
MIM
346
Merrion Investment Management
New Jersey
$2.45M – – –
CC
347
Cartenna Capital
Connecticut
$2.45M +$1.89M +30,000 New
HP
348
Hartree Partners
New York
$2.45M +$1.89M +30,000 New
ZP
349
Zimmer Partners
New York
$2.45M +$1.89M +30,000 New
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$2.44M -$4.4K -70 -0.2%
12 13
14
15 16

VRT Hedge Fund Activity: Q1 2024 in Review

760 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 50% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new VRT positions and 59 closed out — a net gain of 185 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.

  • 760 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
  • Funds reported $25.2B of Vertiv stock for Q1 2024, up 50% quarter-over-quarter.
  • 244 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +185 holders.
  • The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
  • The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.

Based on aggregated 13F filings for Q1 2024.