VRT icon

Vertiv
VRT

Overview Fund Activity

895 hedge funds and large institutions have $26.9B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 342 increasing their positions, 264 reducing their positions, and 76 closing their positions.

Holders
895
Holders Change
+143
Holders Change %
+19.02%
% of All Funds
13.02%
Holding in Top 10
43
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.12%
% of All Funds
0.63%
New
229
Increased
342
Reduced
264
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
2
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
4
Bank of America
North Carolina
$480M
5
AI
5
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
3
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
5
Holocene Advisors
New York
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBWM
326
Hollow Brook Wealth Management
New York
$3.57M -$1.94M -22,462 -35%
IAA
327
Independent Advisor Alliance
North Carolina
$3.49M +$3.49M +40,317 New
WHGC
328
Wealth High Governance Capital
Brazil
$3.46M -$866K -10,000 -20%
EI
329
Ethic Inc
New York
$3.44M +$27.3K +315 +0.8%
URS
330
Utah Retirement Systems
Utah
$3.38M – – –
N
331
Numerai
California
$3.37M +$455K +5,261 +16%
OGC
332
Oak Grove Capital
New Hampshire
$3.33M +$3.33M +38,455 New
UB
333
UMB Bank
Missouri
$3.31M +$3.31M +38,262 New
WP
334
Woodline Partners
California
$3.31M +$3.31M +38,225 New
TAM
335
Tocqueville Asset Management
New York
$3.24M +$2.37M +27,395 +274%
PAS
336
Point72 Asia (Singapore)
Singapore
$3.24M +$1.67M +19,290 +107%
CWP
337
Cyndeo Wealth Partners
Florida
$3.22M -$112K -1,288 -3%
1832 Asset Management
338
1832 Asset Management
Ontario, Canada
$3.21M -$3.24M -37,375 -50%
Jacobs Levy Equity Management
339
Jacobs Levy Equity Management
New Jersey
$3.2M – – –
PAG
340
Private Advisor Group
New Jersey
$3.19M +$620K +7,163 +24%
Public Employees Retirement Association of Colorado
341
Public Employees Retirement Association of Colorado
Colorado
$3.19M – – –
Creative Planning
342
Creative Planning
Kansas
$3.14M +$173K +2,004 +6%
DIA
343
Dana Investment Advisors
Wisconsin
$3.12M -$880K -10,170 -22%
Cerity Partners
344
Cerity Partners
New York
$3.09M +$529K +6,110 +21%
WAM
345
Wakefield Asset Management
Colorado
$3.08M -$742K -8,571 -19%
VMPIC
346
Varma Mutual Pension Insurance Co
Finland
$3.03M +$3.03M +35,000 New
GAM
347
Garrison Asset Management
Arkansas
$3.03M -$12.6K -146 -0.4%
Wealthfront Advisers
348
Wealthfront Advisers
California
$3.03M +$3.03M +34,947 New
Toronto Dominion Bank
349
Toronto Dominion Bank
Ontario, Canada
$2.98M -$254K -2,932 -8%
HighTower Advisors
350
HighTower Advisors
Illinois
$2.97M +$1.8M +20,787 +153%
12 13
14
15 16