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Vertiv
VRT

760 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 59

66% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $679M

62% more funds holding in top 10

Funds holding in top 10: 37 → 60 (+23)

50% more capital invested

Capital invested by funds: $16.7B → $25.2B (+$8.44B)

30% more funds holding

Funds holding: 583 → 760 (+177)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

10.47% less ownership

Funds ownership: 91.2% → 80.73% (-10%)

Holders
760
Holders Change
+177
Holders Change %
+30.36%
% of All Funds
10.95%
Holding in Top 10
60
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+62.16%
% of All Funds
0.86%
New
244
Increased
239
Reduced
233
Closed
59
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
TA
Trivest Advisors
Hong Kong
+$141M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
CHP
Castle Hook Partners
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$863M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$597M
3
PEA
Platinum Equity Advisors
California
-$382M
4
Coatue Management
Coatue Management
New York
-$287M
5
Morgan Stanley
Morgan Stanley
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
376
Estate Counselors
Wisconsin
$1.92M +$1.47M +23,450 New
RS
377
Rakuten Securities
Japan
$1.86M +$1.42M +22,646 +20,587%
IMRF
378
Illinois Municipal Retirement Fund
Illinois
$1.85M – – –
BFS
379
Bard Financial Services
Connecticut
$1.85M +$15.7K +250 +1%
JF
380
Jump Financial
Illinois
$1.84M +$1.42M +22,556 New
AIM
381
Aigen Investment Management
New York
$1.83M +$818K +13,019 +138%
LB
382
Legacy Bridge
Iowa
$1.83M +$1.41M +22,458 New
EAM
383
EFG Asset Management
Oregon
$1.83M +$1.41M +22,366 New
SP
384
Symmetry Partners
Connecticut
$1.79M -$185K -2,952 -12%
HAG
385
HighPoint Advisor Group
Illinois
$1.79M +$330K +5,259 +39%
RP
386
Rowlandmiller & Partners
Georgia
$1.78M +$966K +15,366 +240%
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$1.78M +$1.07M +16,971 +355%
VIM
388
Vinva Investment Management
Australia
$1.76M +$283K +4,508 +27%
AAM
389
Advisors Asset Management
Colorado
$1.75M -$132K -2,096 -9%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$1.72M -$3.13M -49,867 -70%
HSA
391
Hussman Strategic Advisors
Maryland
$1.72M +$1.32M +21,000 New
GP
392
Geneva Partners
Wisconsin
$1.69M +$25.1K +400 +2%
PSP
393
Principal Street Partners
Tennessee
$1.68M -$795K -12,659 -39%
AB
394
Amalgamated Bank
New York
$1.67M -$3.16M -50,266 -71%
CC
395
Covalis Capital
United Kingdom
$1.66M +$1.28M +20,331 New
TF
396
Trek Financial
Arizona
$1.65M -$1.5M -23,796 -54%
HMS
397
Hanseatic Management Services
New Mexico
$1.63M +$30.2K +480 +2%
Manulife (Manufacturers Life Insurance)
398
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.6M -$2.61M -41,522 -68%
VPIM
399
Vanguard Personalized Indexing Management
California
$1.59M -$114K -1,821 -9%
DAM
400
Deepwater Asset Management
Minnesota
$1.59M +$1.22M +19,490 New
14 15
16
17 18

VRT Hedge Fund Activity: Q1 2024 in Review

760 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 50% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new VRT positions and 59 closed out — a net gain of 185 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.

  • 760 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
  • Funds reported $25.2B of Vertiv stock for Q1 2024, up 50% quarter-over-quarter.
  • 244 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +185 holders.
  • The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
  • The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.

Based on aggregated 13F filings for Q1 2024.