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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 %
BFS
401
Bradley Foster & Sargent
Connecticut
$3.96M +$41.1K +362 +1%
TIAM
402
TT International Asset Management
United Kingdom
$3.96M -$1.73M -15,265 -30%
EMPI
403
Elo Mutual Pension Insurance
Finland
$3.92M +$345K +3,036 +10%
IIM
404
INTECH Investment Management
Florida
$3.85M -$1.09M -9,589 -22%
EIA
405
Edgemoor Investment Advisors
Maryland
$3.84M +$495K +4,359 +15%
EAMA
406
EFG Asset Management (Americas)
Florida
$3.79M +$481K +4,232 +15%
OAM
407
Oppenheimer Asset Management
New York
$3.77M +$566K +4,984 +18%
PNC Financial Services Group
408
PNC Financial Services Group
Pennsylvania
$3.74M +$555K +4,888 +17%
AIMCA
409
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.74M +$3.74M +32,900 New
BOH
410
Bank of Hawaii
Hawaii
$3.73M +$163K +1,436 +5%
DT
411
Diversified Trust
Tennessee
$3.71M +$14K +123 +0.4%
OWIM
412
Old West Investment Management
California
$3.71M +$488K +4,293 +15%
BIM
413
Baldwin Investment Management
Pennsylvania
$3.7M +$1.48M +13,029 +67%
IHG
414
Insight Holdings Group
New York
$3.66M – – –
DIA
415
Dana Investment Advisors
Wisconsin
$3.65M +$162K +1,425 +5%
DWM
416
Dakota Wealth Management
Florida
$3.64M -$1.04M -9,161 -22%
DCM
417
Davidson Capital Management
Texas
$3.59M +$1.26M +11,108 +54%
LFP
418
Leeward Financial Partners
Washington
$3.59M +$170K +1,497 +5%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$3.55M +$3.55M +31,226 New
SCM
420
Seascape Capital Management
New Hampshire
$3.53M +$83.4K +734 +2%
HAG
421
HighPoint Advisor Group
Illinois
$3.52M +$883K +7,162 +33%
Focus Partners Wealth
422
Focus Partners Wealth
Massachusetts
$3.47M +$2.88M +25,331 +484%
MIM
423
Merrion Investment Management
New Jersey
$3.41M – – –
NAAA
424
New Age Alpha Advisors
New York
$3.41M +$568K +5,000 +20%
VPIM
425
Vanguard Personalized Indexing Management
California
$3.41M +$347K +3,058 +11%
15 16
17
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