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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
FRM
401
Fox Run Management
Connecticut
$526K +$91.7K +2,154 +24%
Cerity Partners
402
Cerity Partners
New York
$524K +$465K +10,912 New
BA
403
Bridgewater Associates
Connecticut
$514K -$2.14M -50,268 -82%
AWM
404
Avior Wealth Management
Nebraska
$504K +$67.9K +1,595 +18%
HI
405
Handelsinvest Investeringsforvaltning
Denmark
$503K -$5.52M -129,529 -93%
CPSC
406
Carl P. Sherr & Co
Massachusetts
$492K +$436K +10,246 New
MLM
407
Mount Lucas Management
Pennsylvania
$490K +$435K +10,206 New
PWS
408
Precision Wealth Strategies
Missouri
$486K -$3.92K -92 -0.9%
MYLI
409
Meiji Yasuda Life Insurance
Japan
$485K +$430K +10,100 New
TAM
410
Tocqueville Asset Management
New York
$480K – – –
GCM
411
Greenland Capital Management
New York
$480K +$426K +10,000 New
Hudson Bay Capital Management
412
Hudson Bay Capital Management
Connecticut
$480K +$426K +10,000 New
TIAM
413
TT International Asset Management
United Kingdom
$474K +$421K +9,887 New
BCV
414
Banque Cantonale Vaudoise
Switzerland
$471K +$417K +9,800 New
TWM
415
TriaGen Wealth Management
California
$468K +$415K +9,748 New
CWM
416
CIBC World Markets
New York
$458K +$406K +9,541 New
Lazard Asset Management
417
Lazard Asset Management
New York
$456K -$707K -16,602 -64%
AIM
418
Aigen Investment Management
New York
$454K +$402K +9,447 New
HT
419
Headlands Technologies
Illinois
$450K +$399K +9,371 New
PAS
420
Park Avenue Securities
New York
$450K +$399K +9,364 New
CIBC Asset Management
421
CIBC Asset Management
Ontario, Canada
$450K – – –
Cetera Investment Advisers
422
Cetera Investment Advisers
Illinois
$449K -$1.14M -26,887 -74%
CAM
423
Congress Asset Management
Massachusetts
$432K – – –
HighTower Advisors
424
HighTower Advisors
Illinois
$430K +$382K +8,970 New
RWPA
425
Richard W. Paul & Associates
Michigan
$428K -$18.4K -431 -5%
15 16
17
18 19

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.