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Vertiv
VRT

583 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $599M | Put options by funds: $153M

218% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 62

32% more capital invested

Capital invested by funds: $12.7B → $16.7B (+$4.01B)

29% more funds holding

Funds holding: 453 → 583 (+130)

1.75% more ownership

Funds ownership: 89.45% → 91.2% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 180

5% less funds holding in top 10

Funds holding in top 10: 39 → 37 (-2)

Holders
583
Holders Change
+130
Holders Change %
+28.7%
% of All Funds
8.5%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
197
Increased
176
Reduced
180
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$367M
2
Morgan Stanley
Morgan Stanley
New York
+$218M
3
Coatue Management
Coatue Management
New York
+$95.8M
4
Holocene Advisors
Holocene Advisors
New York
+$89.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
2
ClearBridge Investments
ClearBridge Investments
New York
-$115M
3
Two Sigma Investments
Two Sigma Investments
New York
-$115M
4
Jane Street
Jane Street
New York
-$114M
5
PC
PointState Capital
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
451
SG Americas Securities
New York
$308K -$3.37M -79,180 -93%
RP
452
Rowlandmiller & Partners
Georgia
$307K +$273K +6,400 New
UIA
453
Ulland Investment Advisors
Minnesota
$286K +$254K +5,959 New
HCA
454
Harbour Capital Advisors
Virginia
$280K +$262K +6,150 New
HFS
455
Hantz Financial Services
Michigan
$271K -$285K -6,704 -54%
SC
456
Steph & Co
Wisconsin
$269K -$66.3K -1,556 -22%
ISL
457
Ingalls & Snyder LLC
New York
$255K +$226K +5,303 New
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$253K -$189K -4,450 -46%
KIA
459
Knollwood Investment Advisory
Maryland
$250K +$221K +5,200 New
EC
460
EntryPoint Capital
New York
$249K +$221K +5,192 New
CS
461
Candriam SCA
Luxembourg
$247K +$219K +5,145 New
PAM
462
Pinpoint Asset Management
Hong Kong
$240K +$213K +5,000 New
BFG
463
Bleakley Financial Group
New Jersey
$240K +$213K +4,994 New
SS
464
Simplicity Solutions
Minnesota
$240K +$213K +4,994 New
GF
465
Gries Financial
Ohio
$236K +$209K +4,911 New
TRCT
466
Tower Research Capital (TRC)
New York
$235K +$187K +4,402 +884%
BCI
467
Brinker Capital Investments
Pennsylvania
$234K +$205K +4,814 New
OPS
468
Orion Portfolio Solutions
Nebraska
$234K +$205K +4,814 New
EC
469
EdgeRock Capital
Colorado
$231K +$160K +3,761 New
CMBA
470
C.M. Bidwell & Associates
Hawaii
$231K +$205K +4,813 New
Cambridge Investment Research Advisors
471
Cambridge Investment Research Advisors
Iowa
$230K -$1.84M -43,320 -90%
ICG
472
InterOcean Capital Group
Tennessee
$226K +$200K +4,703 New
AG
473
AlTi Global
New York
$226K +$200K +4,700 New
SWM
474
Segment Wealth Management
Texas
$225K +$199K +4,675 New
DT
475
Diversified Trust
Tennessee
$222K +$196K +4,613 New
17 18
19
20 21

VRT Hedge Fund Activity: Q4 2023 in Review

583 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2023, worth a combined $16.7B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VRT positions and 62 closed out — a net gain of 135 holders — while 176 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $135M.

  • 583 institutional investors held Vertiv (VRT) as of Q4 2023, up from 453 in Q3 2023.
  • Funds reported $16.7B of Vertiv stock for Q4 2023, up 32% quarter-over-quarter.
  • 197 funds opened new Vertiv positions in Q4 2023 and 62 closed out, a net change of +135 holders.
  • The largest Vertiv buyer in Q4 2023 was BlackRock, an estimated $367M added.
  • The largest Vertiv seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.