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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 %
AWS
426
Atria Wealth Solutions
New York
$3.38M -$1.05M -9,235 -24%
Walleye Capital
427
Walleye Capital
New York
$3.35M +$1.46M +12,842 +77%
NCGI
428
Next Century Growth Investors
Minnesota
$3.31M +$1.36K +12 +0%
KAS
429
Kestra Advisory Services
Texas
$3.29M +$323K +2,847 +11%
Corient Private Wealth
430
Corient Private Wealth
Florida
$3.28M +$1.6M +14,042 +95%
GVAG
431
Great Valley Advisor Group
Delaware
$3.27M -$272K -2,396 -8%
KFP
432
KMG Fiduciary Partners
Ohio
$3.27M +$3.27M +28,749 New
PHK
433
Point72 Hong Kong
Hong Kong
$3.26M +$3.26M +28,665 New
GIBU
434
Gulf International Bank (UK)
United Kingdom
$3.15M -$34.9K -307 -1%
IBOK
435
Independence Bank of Kentucky
Kentucky
$3.09M +$460K +4,045 +17%
KIA
436
Knollwood Investment Advisory
Maryland
$3.08M – – –
PWM
437
Perigon Wealth Management
California
$3.07M +$215K +1,619 +8%
SFG
438
Stonebridge Financial Group
Pennsylvania
$3.05M +$3.05M +26,868 New
CCIA
439
Cherry Creek Investment Advisors
Colorado
$3.05M -$20.5K -180 -0.7%
ONGA
440
O'Neil Global Advisors
California
$3.03M -$5.84M -51,364 -66%
Nisa Investment Advisors
441
Nisa Investment Advisors
Missouri
$3.01M – – –
BWM
442
BNC Wealth Management
Oregon
$2.99M +$2.99M +26,302 New
CCG
443
Cloverfields Capital Group
Minnesota
$2.98M +$5.57K +49 +0.2%
UBP
444
Union Bancaire Privee
Switzerland
$2.97M +$2.97M +27,092 New
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$2.9M +$754K +6,637 +35%
SPC
446
Sigma Planning Corp
Michigan
$2.89M +$772K +6,799 +36%
BCM
447
Bridgeway Capital Management
Texas
$2.89M -$3.64M -32,030 -56%
EA
448
Enclave Advisors
Texas
$2.89M +$1.93M +16,987 +202%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
449
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.89M +$1.79M +15,738 +163%
CCM
450
CloudAlpha Capital Management
Hong Kong
$2.86M +$2.86M +25,210 New
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