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Vertiv
VRT

Overview Fund Activity

896 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, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+143
Holders Change %
+18.99%
% of All Funds
13.03%
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
265
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M

Top Buyers

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
Holocene Advisors
New York
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
351
Strategic Global Advisors
California
$2.94M +$2.94M +34,001 New
M&T Bank
352
M&T Bank
New York
$2.92M +$96.2K +1,111 +3%
IIM
353
INTECH Investment Management
Florida
$2.85M +$1.19M +13,784 +72%
KA
354
Kovack Advisors
Florida
$2.77M +$2.28M +26,288 +456%
DTL
355
Dynamic Technology Lab
Singapore
$2.77M +$1.98M +22,895 +251%
CIP
356
Chartwell Investment Partners
Pennsylvania
$2.75M +$503K +5,806 +22%
Truist Financial
357
Truist Financial
North Carolina
$2.75M -$2.11M -24,396 -43%
EAM
358
EFG Asset Management
Oregon
$2.74M +$807K +9,341 +42%
QCM
359
Qsemble Capital Management
New York
$2.72M +$1.72M +19,879 +173%
Principal Financial Group
360
Principal Financial Group
Iowa
$2.7M +$155K +1,789 +6%
EMPI
361
Elo Mutual Pension Insurance
Finland
$2.68M -$188K -2,169 -7%
Manulife (Manufacturers Life Insurance)
362
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.64M +$942K +10,884 +55%
PI
363
PEAK6 Investments
Illinois
$2.63M +$2.63M +30,331 New
MIM
364
Merrion Investment Management
New Jersey
$2.61M +$17.3K +200 +0.7%
BDAM
365
Blue Door Asset Management
Connecticut
$2.61M -$4.6M -53,100 -64%
SMDAM
366
Sumitomo Mitsui DS Asset Management
Japan
$2.58M -$1.47K -17 -0.1%
LFP
367
Leeward Financial Partners
Washington
$2.57M +$2.57M +29,723 New
GIBU
368
Gulf International Bank (UK)
United Kingdom
$2.52M -$427K -4,935 -14%
JCA
369
Jade Capital Advisors
New Jersey
$2.51M +$2.51M +28,985 New
SB
370
Strategic Blueprint
Georgia
$2.49M +$2.49M +28,754 New
EAMA
371
EFG Asset Management (Americas)
Florida
$2.47M +$1.42M +16,376 +135%
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$2.46M -$1.46M -16,916 -37%
WLG
373
Williamson Legacy Group
Indiana
$2.46M -$483K -5,582 -16%
BOH
374
Bank of Hawaii
Hawaii
$2.46M -$65.5K -757 -3%
AAIS
375
ABN AMRO Investment Solutions
$2.44M -$871K -10,066 -26%
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