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Vertiv
VRT

Overview Fund Activity

1,183 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 368 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
+178
Holders Change %
+17.71%
% of All Funds
15.75%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
368
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$597M
2
Jennison Associates
2
Jennison Associates
New York
$881M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$379M
4
Morgan Stanley
4
Morgan Stanley
New York
$647M
5
UBS Group
5
UBS Group
Switzerland
$348M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
BlackRock
2
BlackRock
New York
$3.87B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.48B
5
Invesco
5
Invesco
Georgia
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
326
Private Advisor Group
New Jersey
$5.86M -$1.06M -9,362 -15%
CCMG
327
Clark Capital Management Group
Pennsylvania
$5.82M +$971K +8,545 +20%
Walleye Trading
328
Walleye Trading
New York
$5.8M +$5.8M +51,063 New
USCWA
329
U.S. Capital Wealth Advisors
Texas
$5.79M +$3.48M +30,610 +150%
MYAM
330
Meiji Yasuda Asset Management
Japan
$5.73M +$443K +3,902 +8%
Macquarie Group
331
Macquarie Group
Australia
$5.71M -$50.9M -448,086 -90%
KM
332
KP Management
Minnesota
$5.68M -$1.99M -17,500 -26%
ZP
333
Zimmer Partners
New York
$5.68M +$1.7M +15,000 +43%
Los Angeles Capital Management
334
Los Angeles Capital Management
California
$5.64M +$4.03M +35,502 +251%
Creative Planning
335
Creative Planning
Kansas
$5.56M +$600K +5,282 +12%
SAA
336
Southeast Asset Advisors
Georgia
$5.49M -$293K -2,575 -5%
EAM
337
EFG Asset Management
Oregon
$5.48M +$1.62M +14,240 +42%
MA
338
MYDA Advisors
New York
$5.45M -$4.09M -36,000 -43%
Cerity Partners
339
Cerity Partners
New York
$5.44M +$436K +3,893 +9%
SB
340
Strategic Blueprint
Georgia
$5.44M +$582K +5,119 +12%
SA
341
Sanctuary Advisors
Indiana
$5.35M -$57K -497 -1%
RAM
342
Riggs Asset Management
Pennsylvania
$5.31M +$1.2M +10,353 +29%
Toronto Dominion Bank
343
Toronto Dominion Bank
Ontario, Canada
$5.3M +$353K +3,108 +7%
AFA
344
Abacus FCF Advisors
Florida
$5.24M +$5.24M +46,130 New
Hudson Bay Capital Management
345
Hudson Bay Capital Management
Connecticut
$5.23M -$1.25M -11,000 -19%
PCR
346
Potrero Capital Research
California
$5.22M -$16.4M -144,079 -76%
SIA
347
Sit Investment Associates
Minnesota
$5.22M +$108K +948 +2%
Pathstone Holdings
348
Pathstone Holdings
New Jersey
$5.2M -$791K -6,969 -13%
AIM
349
Achmea Investment Management
Netherlands
$5.18M +$4.8M +42,237 +1,257%
HFM
350
Harvest Fund Management
China
$5.17M +$1.16M +10,186 +29%
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