576 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+124
Holders Change %
+27.43%
% of All Funds
8.44%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
191
Increased
176
Reduced
179
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
351
Mariner
Kansas
$903K +$22.2K +463 +3%
P
352
Pitcairn
Pennsylvania
$894K +$9.61K +200 +1%
Creative Planning
353
Creative Planning
Kansas
$886K -$8.98K -187 -1%
SPC
354
Sigma Planning Corp
Michigan
$875K -$1.65M -34,294 -65%
AWS
355
Atria Wealth Solutions
New York
$867K +$867K +18,057 New
ADIM
356
Alpha DNA Investment Management
Maryland
$864K +$864K +17,999 New
LCG
357
Lisanti Capital Growth
New York
$835K -$4.06M -84,475 -83%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$834K +$834K +17,368 New
VIM
359
Vinva Investment Management
Australia
$832K +$832K +16,996 New
AI
360
AXS Investments
New York
$817K +$110K +2,300 +16%
M1FG
361
Mach-1 Financial Group
Arkansas
$805K +$805K +16,766 New
ASN
362
Advisory Services Network
Georgia
$804K +$341K +7,106 +74%
1WM
363
1858 Wealth Management
Ohio
$793K +$793K +16,511 New
Bank of Nova Scotia
364
Bank of Nova Scotia
Ontario, Canada
$793K -$14.2M -295,560 -95%
OTL
365
Oak Thistle LLC
New York
$789K +$789K +16,422 New
Arrowstreet Capital
366
Arrowstreet Capital
Massachusetts
$788K -$3.69M -76,831 -82%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$773K +$180K +3,739 +30%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$751K +$751K +15,630 New
CCG
369
Cloverfields Capital Group
Minnesota
$738K +$738K +15,355 New
X
370
Xponance
Pennsylvania
$720K +$20.5K +426 +3%
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$706K +$176K +3,673 +33%
HFM
372
Harvest Fund Management
China
$700K +$284K +5,909 +68%
MA
373
Mosaic Advisors
Texas
$691K +$691K +14,379 New
VCM
374
Virtue Capital Management
Tennessee
$687K -$744K -16,055 -52%
OWIM
375
Old West Investment Management
California
$666K +$333K +6,936 +100%