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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
HFM
376
Harvest Fund Management
China
$700K +$252K +5,909 +68%
MA
377
Mosaic Advisors
Texas
$691K +$612K +14,379 New
VCM
378
Virtue Capital Management
Tennessee
$687K -$684K -16,055 -52%
OWIM
379
Old West Investment Management
California
$666K +$295K +6,936 +100%
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$663K +$588K +13,800 New
CAM
381
Cresset Asset Management
Illinois
$663K +$197K +4,630 +51%
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$649K +$576K +13,521 New
SFI
383
Susquehanna Fundamental Investments
Pennsylvania
$636K -$353K -8,297 -39%
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$634K +$420K +9,870 +296%
HIM
385
Hillsdale Investment Management
Ontario, Canada
$634K +$562K +13,200 New
Corient Private Wealth
386
Corient Private Wealth
Florida
$634K -$50.5K -1,185 -8%
MYIA
387
Mount Yale Investment Advisors
Colorado
$626K +$215K +5,039 +63%
LFAS
388
Level Four Advisory Services
Texas
$625K +$34.6K +813 +7%
Wolverine Trading
389
Wolverine Trading
Illinois
$599K +$531K +12,465 New
SAM
390
Shell Asset Management
Netherlands
$598K -$220K -5,168 -29%
CTA
391
Chesley Taft & Associates
Illinois
$585K +$224K +5,264 +76%
AT
392
Arden Trust
Delaware
$585K -$61K -1,433 -11%
NS
393
NBC Securities
Alabama
$568K -$7.58K -178 -1%
QWM
394
Quadcap Wealth Management
Texas
$557K +$494K +11,597 New
OIA
395
OneDigital Investment Advisors
Kansas
$557K +$34.5K +810 +8%
US Bancorp
396
US Bancorp
Minnesota
$551K +$319K +7,503 +190%
CC
397
Centiva Capital
New York
$550K +$487K +11,444 New
QCM
398
QRG Capital Management
Illinois
$545K -$15.2K -358 -3%
Macquarie Group
399
Macquarie Group
Australia
$539K +$478K +11,229 New
CAN
400
Cetera Advisor Networks
California
$533K +$55K +1,291 +13%
14 15
16
17 18

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.