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Vertiv
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Overview Fund Activity

1,006 hedge funds and large institutions have $31.4B invested in Vertiv in 2024 Q3 according to their latest regulatory filings, with 232 funds opening new positions, 414 increasing their positions, 287 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+110
Holders Change %
+12.28%
% of All Funds
14.55%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
0.8%
New
232
Increased
414
Reduced
287
Closed
114
Calls
$1.7B
Puts
$1.1B
Net Calls
+$595M
Net Calls Change
+$248M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$454M
2
Amundi
Amundi
France
+$333M
3
BlackRock
BlackRock
New York
+$293M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$285M
5
Bank of America
Bank of America
North Carolina
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.16B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$153M
5
ECP
Electron Capital Partners
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
326
Sit Investment Associates
Minnesota
$4.47M +$3.6M +36,137 +410%
PCM
327
Penserra Capital Management
California
$4.47M +$2.57M +25,844 +135%
Cerity Partners
328
Cerity Partners
New York
$4.45M +$904K +9,086 +25%
RFM
329
Royal Fund Management
Florida
$4.4M +$4.4M +44,238 New
Truist Financial
330
Truist Financial
North Carolina
$4.38M +$1.22M +12,286 +39%
BF
331
BOK Financial
Oklahoma
$4.37M +$3.47M +33,752 +382%
MFS
332
Mirabella Financial Services
United Kingdom
$4.34M +$4.34M +43,650 New
Creative Planning
333
Creative Planning
Kansas
$4.34M +$730K +7,341 +20%
Toronto Dominion Bank
334
Toronto Dominion Bank
Ontario, Canada
$4.33M +$910K +9,150 +27%
IIM
335
INTECH Investment Management
Florida
$4.32M +$1.05M +10,550 +32%
ASN
336
Advisory Services Network
Georgia
$4.29M – – –
LGF
337
LGT Group Foundation
Liechtenstein
$4.27M +$2.69M +26,337 +171%
NAM
338
Nissay Asset Management
Japan
$4.27M +$40.7K +409 +1%
CIP
339
Chartwell Investment Partners
Pennsylvania
$4.26M +$1.1M +11,045 +35%
SB
340
Strategic Blueprint
Georgia
$4.26M +$1.4M +14,031 +49%
CCMG
341
Clark Capital Management Group
Pennsylvania
$4.25M +$4.25M +42,688 New
FM
342
Freemont Management
Switzerland
$4.22M +$2.11M +21,200 +100%
MAM
343
Meeder Asset Management
Ohio
$4.21M +$3.94M +39,607 +1,442%
HIS
344
Harvest Investment Services
Illinois
$4.21M -$2.61M -26,252 -38%
HBWM
345
Hollow Brook Wealth Management
New York
$4.16M +$56.4K +567 +1%
CCM
346
Candelo Capital Management
New York
$4.15M -$318K -3,200 -7%
NL
347
NWAM LLC
Washington
$4.11M +$4.11M +41,316 New
SC
348
Savant Capital
Illinois
$4.1M -$606K -6,089 -13%
DWM
349
Dakota Wealth Management
Florida
$4.1M -$3.12M -31,332 -43%
HighTower Advisors
350
HighTower Advisors
Illinois
$4M +$625K +6,364 +19%
12 13
14
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