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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 %
RP
451
Rowlandmiller & Partners
Georgia
$2.08M -$32.3K -325 -2%
CB
452
Commerce Bank
Missouri
$2.06M -$13.2K -133 -0.6%
CWM
453
CIBC World Markets
New York
$2.06M +$115K +1,156 +6%
AAS
454
Ameritas Advisory Services
Nebraska
$2.05M +$426K +4,280 +26%
MSRPS
455
Maryland State Retirement & Pension System
Maryland
$2.04M -$734K -7,373 -26%
DCM
456
Davidson Capital Management
Texas
$2.04M +$2.04M +20,496 New
EFM
457
Eley Financial Management
Vermont
$2.03M +$2.03M +20,443 New
USCWA
458
U.S. Capital Wealth Advisors
Texas
$2.03M +$144K +1,451 +8%
RFC
459
Regions Financial Corp
Alabama
$2.02M -$7.06K -71 -0.3%
UOC
460
UBS O'Connor
Illinois
$2.02M +$929K +9,340 +85%
HMS
461
Hanseatic Management Services
New Mexico
$2.02M +$92.5K +930 +5%
BFG
462
Bleakley Financial Group
New Jersey
$2.02M +$83K +834 +4%
HCM
463
Hodges Capital Management
Texas
$1.99M -$8.08M -81,199 -80%
ACM
464
Arosa Capital Management
Florida
$1.99M +$597K +6,000 +43%
GFS
465
GYL Financial Synergies
Connecticut
$1.97M -$6.67K -67 -0.3%
1WM
466
1858 Wealth Management
Ohio
$1.95M -$122K -1,228 -6%
OWG
467
Oxford Wealth Group
Florida
$1.94M +$1.94M +19,520 New
BIM
468
Baldwin Investment Management
Pennsylvania
$1.94M +$899K +9,040 +86%
ACL
469
APEIRON Capital Ltd
Hong Kong
$1.93M – – –
QC
470
Quaero Capital
Switzerland
$1.93M +$412K +4,145 +27%
BLC
471
Brown, Lisle/Cummings
Rhode Island
$1.93M +$420K +4,225 +28%
RS
472
Rakuten Securities
Japan
$1.9M +$1.01M +10,141 +113%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$1.88M +$406K +4,081 +28%
SPC
474
Sigma Planning Corp
Michigan
$1.86M +$1.31M +13,147 +238%
BCI
475
Brinker Capital Investments
Pennsylvania
$1.86M +$735K +7,391 +66%
17 18
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