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Vertiv
VRT

Overview Fund Activity

1,184 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+178
Holders Change %
+17.69%
% of All Funds
15.77%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
369
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$597M
2
Jennison Associates
2
Jennison Associates
New York
$881M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$379M
4
Morgan Stanley
4
Morgan Stanley
New York
$647M
5
UBS Group
5
UBS Group
Switzerland
$348M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
BlackRock
2
BlackRock
New York
$3.87B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.48B
5
Invesco
5
Invesco
Georgia
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
376
Headlands Technologies
Illinois
$4.62M +$4.62M +40,665 New
PI
377
PineBridge Investments
New York
$4.61M +$3.84M +33,811 +500%
QCM
378
QRG Capital Management
Illinois
$4.57M +$1.75M +15,438 +62%
LIP
379
Liontrust Investment Partners
United Kingdom
$4.57M -$30.4M -267,784 -87%
DCM
380
Dilation Capital Management
New York
$4.57M +$4.57M +40,188 New
HBWM
381
Hollow Brook Wealth Management
New York
$4.55M -$197K -1,732 -4%
DF
382
DNCA Finance
France
$4.49M +$2.5M +22,000 +126%
URS
383
Utah Retirement Systems
Utah
$4.46M +$11.4K +100 +0.3%
NG
384
NWK Group
California
$4.43M +$4.43M +38,957 New
CF
385
Covea Finance
France
$4.42M – – –
MML Investors Services
386
MML Investors Services
Massachusetts
$4.41M +$919K +8,087 +26%
Wealth Enhancement Advisory Services
387
Wealth Enhancement Advisory Services
Minnesota
$4.31M +$910K +8,009 +27%
ACM
388
Aubrey Capital Management
United Kingdom
$4.23M -$2.48M -21,823 -37%
PIM
389
Peregrine Investment Management
Ontario, Canada
$4.23M +$4.23M +37,190 New
SCP
390
Silverleafe Capital Partners
Tennessee
$4.22M +$4.22M +37,139 New
M&T Bank
391
M&T Bank
New York
$4.2M +$116K +1,025 +3%
PWP
392
Perfromance Wealth Partners
Illinois
$4.16M +$4.16M +36,640 New
Wealthfront Advisers
393
Wealthfront Advisers
California
$4.12M +$509K +4,477 +14%
NIP
394
Nicholas Investment Partners
California
$4.12M – – –
KG
395
Kieckhefer Group
Wisconsin
$4.09M +$4.09M +36,004 New
LWM
396
Lyell Wealth Management
California
$4.05M +$2.32M +20,379 +133%
AF
397
Avanza Fonder
Sweden
$4.04M +$4.04M +35,556 New
SGA
398
Strategic Global Advisors
California
$4M +$161K +1,415 +4%
WAM
399
Wakefield Asset Management
Colorado
$3.98M -$32K -282 -0.8%
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.97M -$384K -3,384 -9%
14 15
16
17 18