VRT icon

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 %
QCM
426
QRG Capital Management
Illinois
$2.47M +$1.47M +14,787 +148%
IUHSA
427
Itau Unibanco Holding S.A.
Brazil
$2.41M +$1.22M +12,244 +102%
AB
428
Amalgamated Bank
New York
$2.39M -$16.5K -166 -0.7%
EDRH
429
Edmond de Rothschild Holding
Switzerland
$2.36M +$2.36M +23,718 New
PCM
430
Parsons Capital Management
Rhode Island
$2.34M -$9.95K -100 -0.4%
EC
431
Estate Counselors
Wisconsin
$2.32M – – –
DF
432
Donoghue Forlines
Massachusetts
$2.31M +$365K +3,664 +19%
IBOK
433
Independence Bank of Kentucky
Kentucky
$2.3M +$2M +20,150 +678%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M -$206K -2,073 -8%
HAG
435
HighPoint Advisor Group
Illinois
$2.29M -$164K -1,534 -7%
LSA
436
L & S Advisors
California
$2.29M +$85.9K +863 +4%
PIM
437
Plato Investment Management
Australia
$2.28M -$110K -1,107 -5%
CW
438
Channel Wealth
California
$2.27M +$2.27M +22,858 New
KIM
439
Kestra Investment Management
Texas
$2.26M +$368K +3,694 +19%
IMRF
440
Illinois Municipal Retirement Fund
Illinois
$2.26M – – –
MIM
441
MetLife Investment Management
New Jersey
$2.25M -$44.1K -443 -2%
LB
442
Legacy Bridge
Iowa
$2.23M – – –
1832 Asset Management
443
1832 Asset Management
Ontario, Canada
$2.2M -$1.5M -15,040 -41%
HF
444
HRT Financial
New York
$2.18M +$2.18M +21,939 New
AAS
445
Avantax Advisory Services
Texas
$2.17M +$611K +6,139 +39%
HCMT
446
Highland Capital Management (Tennessee)
Tennessee
$2.16M -$4.89M -49,143 -69%
PWM
447
Perigon Wealth Management
California
$2.14M +$2.14M +21,547 New
BFS
448
Bard Financial Services
Connecticut
$2.11M -$124K -1,250 -6%
SG Americas Securities
449
SG Americas Securities
New York
$2.1M -$3.61M -36,300 -63%
SAM
450
Scopus Asset Management
New York
$2.09M -$394K -3,962 -16%
16 17
18
19 20