753 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+177
Holders Change %
+30.73%
% of All Funds
10.91%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
242
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Shares
Change %
EAMA
451
EFG Asset Management (Americas)
Florida
$992K +$992K +12,146 New
HCA
452
Harbour Capital Advisors
Virginia
$983K +$487K +6,025 +98%
SWM
453
SeaCrest Wealth Management
New York
$980K +$310K +3,793 +46%
DLP
454
De Lisle Partners
United Kingdom
$980K +$980K +12,000 New
CTA
455
Chesley Taft & Associates
Illinois
$968K -$27K -330 -3%
OIA
456
OneDigital Investment Advisors
Kansas
$960K +$13.1K +161 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
457
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$955K +$955K +11,691 New
AT
458
Arden Trust
Delaware
$948K -$45.8K -561 -5%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$942K +$254K +3,114 +37%
QCM
460
Qsemble Capital Management
New York
$939K +$939K +11,503 New
HIM
461
Hillsdale Investment Management
Ontario, Canada
$923K -$155K -1,900 -14%
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$913K -$127M -1,550,091 -99%
II
463
Inspire Investing
Idaho
$907K +$907K +11,111 New
USCWA
464
U.S. Capital Wealth Advisors
Texas
$904K +$316K +3,875 +54%
IAN
465
Integrated Advisors Network
Texas
$904K +$904K +11,065 New
FF
466
Friedenthal Financial
New Jersey
$889K +$889K +10,884 New
TCM
467
Teza Capital Management
Illinois
$886K +$886K +10,845 New
BAMF
468
BI Asset Management Fondsmaeglerselskab
Denmark
$884K -$2.21M -27,014 -71%
PI
469
PineBridge Investments
New York
$847K -$2.05M -25,118 -71%
Bank Julius Baer & Co
470
Bank Julius Baer & Co
Switzerland
$847K +$847K +10,700 New
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$847K +$280K +3,426 +49%
BLC
472
Brown, Lisle/Cummings
Rhode Island
$843K +$843K +10,325 New
CPSC
473
Carl P. Sherr & Co
Massachusetts
$837K
NS
474
NBC Securities
Alabama
$818K -$160K -1,940 -16%
CCG
475
Ceeto Capital Group
Florida
$817K +$817K +10,000 New