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Vertiv
VRT

1,021 hedge funds and large institutions have $32B invested in Vertiv in 2024 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 422 increasing their positions, 289 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 113

54% more call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.1B

46% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 289

27% more funds holding in top 10

Funds holding in top 10: 44 → 56 (+12)

19% more capital invested

Capital invested by funds: $27B → $32B (+$5.01B)

13% more funds holding

Funds holding: 906 → 1,021 (+115)

2.35% more ownership

Funds ownership: 83.15% → 85.5% (+2.4%)

Holders
1,021
Holders Change
+115
Holders Change %
+12.69%
% of All Funds
14.66%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.8%
New
236
Increased
422
Reduced
289
Closed
113
Calls
$1.7B
Puts
$1.1B
Net Calls
+$595M
Net Calls Change
+$248M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$378M
2
Amundi
Amundi
France
+$258M
3
BlackRock
BlackRock
New York
+$244M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$237M
5
Bank of America
Bank of America
North Carolina
+$191M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$967M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$177M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$137M
5
JP Morgan Chase
JP Morgan Chase
New York
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
401
Revere Asset Management
Texas
$3.02M +$2.52M +30,370 New
SCM
402
Seascape Capital Management
New Hampshire
$3.02M +$2.51M +30,323 New
Mirae Asset Global ETFs Holdings
403
Mirae Asset Global ETFs Holdings
Hong Kong
$3.01M +$2.15M +25,977 +602%
LFP
404
Leeward Financial Partners
Washington
$2.99M +$28.5K +344 +1%
MIM
405
Merrion Investment Management
New Jersey
$2.98M -$16.6K -200 -0.7%
TAM
406
Telemark Asset Management
Massachusetts
$2.98M +$2.49M +30,000 New
Wealth Enhancement Advisory Services
407
Wealth Enhancement Advisory Services
Minnesota
$2.98M +$734K +8,855 +42%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$2.94M +$677K +8,168 +38%
EIA
409
Edgemoor Investment Advisors
Maryland
$2.93M +$2.44M +29,482 New
NCGI
410
Next Century Growth Investors
Minnesota
$2.9M -$1.14M -13,781 -32%
EAMA
411
EFG Asset Management (Americas)
Florida
$2.9M +$50.2K +605 +2%
GIS
412
Graphene Investments SAS
France
$2.9M +$2.41M +29,100 New
Wolverine Trading
413
Wolverine Trading
Illinois
$2.89M -$2.91M -35,139 -54%
KIA
414
KCM Investment Advisors
California
$2.86M +$381K +4,595 +19%
OWIM
415
Old West Investment Management
California
$2.82M +$720K +8,683 +44%
OAM
416
Oppenheimer Asset Management
New York
$2.81M +$1.46M +17,620 +166%
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$2.79M +$216K +2,604 +10%
GIBU
418
Gulf International Bank (UK)
United Kingdom
$2.79M -$96.2K -1,160 -4%
EP
419
Edgestream Partners
New Jersey
$2.77M -$1.12M -13,464 -33%
KIA
420
Knollwood Investment Advisory
Maryland
$2.7M +$837K +10,100 +59%
CCIA
421
Cherry Creek Investment Advisors
Colorado
$2.68M -$1.65M -19,900 -42%
Nordea Investment Management
422
Nordea Investment Management
Sweden
$2.68M – – –
VPIM
423
Vanguard Personalized Indexing Management
California
$2.68M +$375K +4,526 +20%
Nisa Investment Advisors
424
Nisa Investment Advisors
Missouri
$2.64M +$33.2K +400 +2%
Jacobs Levy Equity Management
425
Jacobs Levy Equity Management
New Jersey
$2.62M -$883K -10,654 -29%
15 16
17
18 19

VRT Hedge Fund Activity: Q3 2024 in Review

1,021 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2024, worth a combined $32B — up 19% from $27B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new VRT positions and 113 closed out — a net gain of 123 holders — while 422 added to existing stakes and 289 trimmed.

The largest buyer was Jennison Associates, adding an estimated $378M. The largest seller was Fidelity Investments, cutting an estimated $967M.

  • 1,021 institutional investors held Vertiv (VRT) as of Q3 2024, up from 906 in Q2 2024.
  • Funds reported $32B of Vertiv stock for Q3 2024, up 19% quarter-over-quarter.
  • 236 funds opened new Vertiv positions in Q3 2024 and 113 closed out, a net change of +123 holders.
  • The largest Vertiv buyer in Q3 2024 was Jennison Associates, an estimated $378M added.
  • The largest Vertiv seller in Q3 2024 was Fidelity Investments, an estimated $967M sold.

Based on aggregated 13F filings for Q3 2024.