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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
HMS
351
Hanseatic Management Services
New Mexico
$934K -$430K -10,097 -34%
CIP
352
Chartwell Investment Partners
Pennsylvania
$926K +$821K +19,280 New
BBA
353
Baader Bank Aktiengesellschaft
Germany
$919K +$466K +10,947 +133%
URS
354
Utah Retirement Systems
Utah
$913K +$12.8K +300 +2%
Mariner
355
Mariner
Kansas
$903K +$19.7K +463 +3%
P
356
Pitcairn
Pennsylvania
$894K +$8.52K +200 +1%
Creative Planning
357
Creative Planning
Kansas
$886K -$7.96K -187 -1%
SPC
358
Sigma Planning Corp
Michigan
$875K -$1.46M -34,294 -65%
AWS
359
Atria Wealth Solutions
New York
$867K +$769K +18,057 New
ADIM
360
Alpha DNA Investment Management
Maryland
$864K +$766K +17,999 New
LCG
361
Lisanti Capital Growth
New York
$835K -$3.6M -84,475 -83%
Pathstone Holdings
362
Pathstone Holdings
New Jersey
$834K +$740K +17,368 New
VIM
363
Vinva Investment Management
Australia
$832K +$724K +16,996 New
AI
364
AXS Investments
New York
$817K +$97.9K +2,300 +16%
M1FG
365
Mach-1 Financial Group
Arkansas
$805K +$714K +16,766 New
ASN
366
Advisory Services Network
Georgia
$804K +$303K +7,106 +74%
1WM
367
1858 Wealth Management
Ohio
$793K +$703K +16,511 New
Bank of Nova Scotia
368
Bank of Nova Scotia
Ontario, Canada
$793K -$12.6M -295,560 -95%
OTL
369
Oak Thistle LLC
New York
$789K +$699K +16,422 New
Arrowstreet Capital
370
Arrowstreet Capital
Massachusetts
$788K -$3.27M -76,831 -82%
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$773K +$159K +3,739 +30%
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$751K +$666K +15,630 New
CCG
373
Cloverfields Capital Group
Minnesota
$738K +$654K +15,355 New
X
374
Xponance
Pennsylvania
$720K +$18.1K +426 +3%
Mirae Asset Global Investments
375
Mirae Asset Global Investments
South Korea
$706K +$156K +3,673 +33%
13 14
15
16 17

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.