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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 %
LB
401
Legacy Bridge
Iowa
$1.94M – – –
BFS
402
Bard Financial Services
Connecticut
$1.94M -$21.6K -250 -1%
PP
403
Prudential plc
United Kingdom
$1.94M +$1.62M +18,749 +512%
ET
404
Entropy Technologies
New York
$1.94M -$5.54M -64,050 -74%
SC
405
Scotia Capital
Ontario, Canada
$1.93M +$313K +3,619 +19%
BCM
406
Bayesian Capital Management
New York
$1.93M +$1.45M +16,700 +299%
LSA
407
L & S Advisors
California
$1.91M -$729K -8,425 -28%
VPIM
408
Vanguard Personalized Indexing Management
California
$1.91M +$247K +2,897 +15%
SP
409
Symmetry Partners
Connecticut
$1.9M – – –
KAS
410
Kestra Advisory Services
Texas
$1.86M +$406K +4,691 +28%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$1.85M -$556K -6,423 -23%
FM
412
Freemont Management
Switzerland
$1.84M -$9.06M -104,700 -83%
RP
413
Rowlandmiller & Partners
Georgia
$1.84M -$49.3K -570 -3%
Wealth Enhancement Advisory Services
414
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$1.13M +13,004 +162%
CB
415
Commerce Bank
Missouri
$1.81M +$140K +1,615 +8%
1WM
416
1858 Wealth Management
Ohio
$1.81M +$378K +4,364 +26%
AAM
417
Advisors Asset Management
Colorado
$1.8M -$49K -566 -3%
RFC
418
Regions Financial Corp
Alabama
$1.77M -$340K -3,931 -16%
PSP
419
Principal Street Partners
Tennessee
$1.74M +$3.2K +37 +0.2%
NAAA
420
New Age Alpha Advisors
New York
$1.73M +$1.73M +20,000 New
CAM
421
Cresset Asset Management
Illinois
$1.73M +$106K +1,228 +7%
CPC
422
Cookson Peirce & Co
Pennsylvania
$1.73M -$2.58M -29,769 -60%
GFS
423
GYL Financial Synergies
Connecticut
$1.72M +$1.49M +17,181 +629%
FHB
424
First Hawaiian Bank
Hawaii
$1.72M +$1.72M +19,817 New
AF
425
Alerus Financial
North Dakota
$1.71M +$1.71M +19,705 New
15 16
17
18 19