576 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+124
Holders Change %
+27.43%
% of All Funds
8.44%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
191
Increased
176
Reduced
179
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
451
Steph & Co
Wisconsin
$269K -$74.7K -1,556 -22%
ISL
452
Ingalls & Snyder LLC
New York
$255K +$255K +5,303 New
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$253K -$214K -4,450 -46%
KIA
454
Knollwood Investment Advisory
Maryland
$250K +$250K +5,200 New
EC
455
EntryPoint Capital
New York
$249K +$249K +5,192 New
CS
456
Candriam SCA
Luxembourg
$247K +$247K +5,145 New
PAM
457
Pinpoint Asset Management
Hong Kong
$240K +$240K +5,000 New
SS
458
Simplicity Solutions
Minnesota
$240K +$240K +4,994 New
BFG
459
Bleakley Financial Group
New Jersey
$240K +$240K +4,994 New
GF
460
Gries Financial
Ohio
$236K +$236K +4,911 New
TRCT
461
Tower Research Capital (TRC)
New York
$235K +$211K +4,402 +884%
BCI
462
Brinker Capital Investments
Pennsylvania
$234K +$234K +4,814 New
OPS
463
Orion Portfolio Solutions
Nebraska
$234K +$234K +4,814 New
EC
464
EdgeRock Capital
Colorado
$231K +$231K +3,761 New
CMBA
465
C.M. Bidwell & Associates
Hawaii
$231K +$231K +4,813 New
Cambridge Investment Research Advisors
466
Cambridge Investment Research Advisors
Iowa
$230K -$2.08M -43,320 -90%
ICG
467
InterOcean Capital Group
Tennessee
$226K +$226K +4,703 New
AG
468
AlTi Global
New York
$226K +$226K +4,700 New
SWM
469
Segment Wealth Management
Texas
$225K +$225K +4,675 New
DT
470
Diversified Trust
Tennessee
$222K +$222K +4,613 New
VDBMI
471
Van Den Berg Management I
Texas
$221K -$70.4K -1,465 -24%
JPMIA
472
J.P. Marvel Investment Advisors
Massachusetts
$221K +$221K +4,600 New
EWA
473
EverSource Wealth Advisors
Alabama
$219K -$432 -9 -0.2%
MGP
474
Metis Global Partners
California
$218K +$218K +4,549 New
NC
475
NinePointTwo Capital
California
$210K +$210K +4,375 New