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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 %
OWIM
426
Old West Investment Management
California
$1.7M +$330K +3,808 +24%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$1.7M -$272K -2,946 -14%
CWM
428
CIBC World Markets
New York
$1.69M +$410K +4,731 +32%
DF
429
Donoghue Forlines
Massachusetts
$1.69M -$744K -8,598 -31%
IHG
430
Insight Holdings Group
New York
$1.69M +$277K +3,200 +20%
BFG
431
Bleakley Financial Group
New Jersey
$1.68M +$20.2K +233 +1%
SW
432
Simplicity Wealth
New Jersey
$1.68M +$20.2K +233 +1%
TSW
433
Thompson Siegel & Walmsley
Virginia
$1.68M +$1.68M +19,414 New
HMS
434
Hanseatic Management Services
New Mexico
$1.68M -$45.3K -523 -3%
ACL
435
APEIRON Capital Ltd
Hong Kong
$1.68M +$1.68M +19,400 New
HAG
436
HighPoint Advisor Group
Illinois
$1.68M +$298K +4,078 +22%
NIP
437
Nicholas Investment Partners
California
$1.67M -$658K -7,604 -28%
Assenagon Asset Management
438
Assenagon Asset Management
Luxembourg
$1.67M +$1.07M +12,376 +180%
PCM
439
Penserra Capital Management
California
$1.65M -$4.09M -47,189 -71%
KIM
440
Kestra Investment Management
Texas
$1.65M +$1.65M +19,046 New
USCWA
441
U.S. Capital Wealth Advisors
Texas
$1.64M +$681K +7,861 +71%
CAM
442
ClariVest Asset Management
California
$1.64M -$4.5K -52 -0.3%
SA
443
Sanctuary Advisors
Indiana
$1.63M +$1.63M +17,460 New
PWP
444
Pursue Wealth Partners
California
$1.62M +$1.62M +18,660 New
AC
445
AXQ Capital
New Jersey
$1.59M +$1.59M +18,350 New
Corient Private Wealth
446
Corient Private Wealth
Florida
$1.57M +$109K +1,256 +7%
MA
447
MYDA Advisors
New York
$1.56M +$1.56M +18,000 New
GP
448
Geneva Partners
Wisconsin
$1.55M -$245K -2,825 -14%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$1.54M +$1.09M +12,546 +238%
OHIS
450
Oak Harvest Investment Services
Texas
$1.53M +$1.53M +17,680 New
16 17
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