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Vertiv
VRT

Overview Fund Activity

1,006 hedge funds and large institutions have $31.4B invested in Vertiv in 2024 Q3 according to their latest regulatory filings, with 232 funds opening new positions, 414 increasing their positions, 287 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+110
Holders Change %
+12.28%
% of All Funds
14.55%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
0.8%
New
232
Increased
414
Reduced
287
Closed
114
Calls
$1.7B
Puts
$1.1B
Net Calls
+$595M
Net Calls Change
+$248M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$454M
2
Amundi
Amundi
France
+$333M
3
BlackRock
BlackRock
New York
+$293M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$285M
5
Bank of America
Bank of America
North Carolina
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.16B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$153M
5
ECP
Electron Capital Partners
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
401
Edgemoor Investment Advisors
Maryland
$2.93M +$2.93M +29,482 New
NCGI
402
Next Century Growth Investors
Minnesota
$2.9M -$1.37M -13,781 -32%
EAMA
403
EFG Asset Management (Americas)
Florida
$2.9M +$60.2K +605 +2%
GIS
404
Graphene Investments SAS
France
$2.9M +$2.9M +29,100 New
Wolverine Trading
405
Wolverine Trading
Illinois
$2.89M -$3.46M -35,139 -54%
KIA
406
KCM Investment Advisors
California
$2.86M +$457K +4,595 +19%
OWIM
407
Old West Investment Management
California
$2.82M +$864K +8,683 +44%
OAM
408
Oppenheimer Asset Management
New York
$2.81M +$1.75M +17,620 +166%
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$2.79M +$259K +2,604 +10%
GIBU
410
Gulf International Bank (UK)
United Kingdom
$2.79M -$115K -1,160 -4%
EP
411
Edgestream Partners
New Jersey
$2.77M -$1.34M -13,464 -33%
KIA
412
Knollwood Investment Advisory
Maryland
$2.7M +$1M +10,100 +59%
CCIA
413
Cherry Creek Investment Advisors
Colorado
$2.68M -$1.98M -19,900 -42%
Nordea Investment Management
414
Nordea Investment Management
Sweden
$2.68M – – –
VPIM
415
Vanguard Personalized Indexing Management
California
$2.68M +$450K +4,526 +20%
Nisa Investment Advisors
416
Nisa Investment Advisors
Missouri
$2.64M +$39.8K +400 +2%
Jacobs Levy Equity Management
417
Jacobs Levy Equity Management
New Jersey
$2.62M -$1.06M -10,654 -29%
CCG
418
Cloverfields Capital Group
Minnesota
$2.6M +$1.12M +11,295 +76%
KAS
419
Kestra Advisory Services
Texas
$2.6M +$461K +4,632 +22%
MYLI
420
Meiji Yasuda Life Insurance
Japan
$2.58M +$91.7K +922 +4%
MA
421
Montag & Associates
Georgia
$2.56M +$2.56M +25,726 +197,892%
BHC
422
Bowen Hanes & Co
Florida
$2.54M – – –
CAM
423
Cresset Asset Management
Illinois
$2.51M +$520K +5,230 +26%
N
424
Natixis
France
$2.5M -$8.66K -87 -0.3%
NAAA
425
New Age Alpha Advisors
New York
$2.49M +$497K +5,000 +25%
15 16
17
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