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Vertiv
VRT

42 hedge funds and large institutions have $306M invested in Vertiv in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more funds holding

Funds holding: 38 → 42 (+4)

10% more capital invested

Capital invested by funds: $279M → $306M (+$27.4M)

3.05% more ownership

Funds ownership: 41.24% → 44.29% (+3%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
7
Increased
8
Reduced
8
Closed
3
Calls
$5.01M
Puts
–
Net Calls
+$5.01M
Net Calls Change
+$68K

Top Buyers

Rank Fund Capital Flow
1
LA
Linden Advisors
New York
+$13.9M
2
HIM
HGC Investment Management
Ontario, Canada
+$8.82M
3
GCL
Glazer Capital LLC
New York
+$4.92M
4
PC
Periscope Capital
Ontario, Canada
+$3.82M
5
WAM
Weiss Asset Management
Massachusetts
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
CI
Cowen Inc
New York
-$8.79M
2
SRF
Silver Rock Financial
California
-$3.16M
3
LIM
Longfellow Investment Management
Massachusetts
-$2.56M
4
AA
AQR Arbitrage
Connecticut
-$2.48M
5
BCM
Basso Capital Management
Connecticut
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$2M – – –
TCM
27
Tenor Capital Management
New York
$2M +$1.98M +200,000 New
WAM
28
Wolverine Asset Management
Illinois
$1.74M – – –
Walleye Trading
29
Walleye Trading
New York
$1.37M -$76.4K -7,716 -5%
Citigroup
30
Citigroup
New York
$1.25M – – –
Morgan Stanley
31
Morgan Stanley
New York
$1.02M +$10.2K +1,026 +1%
MTCM
32
Mint Tower Capital Management
Netherlands
$1M – – –
Toronto Dominion Bank
33
Toronto Dominion Bank
Ontario, Canada
$1M +$990K +99,974 New
Geode Capital Management
34
Geode Capital Management
Massachusetts
$1M +$991K +100,000 New
DAM
35
Deltec Asset Management
New York
$997K – – –
MSU
36
Mizuho Securities USA
New York
$501K -$526K -53,106 -52%
GI
37
GAMCO Investors
Connecticut
$200K – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$124K – – –
Millennium Management
39
Millennium Management
New York
$116K +$115K +11,560 New
LIM
40
Longfellow Investment Management
Massachusetts
$25K -$2.56M -258,755 -99%
FIA
41
FNY Investment Advisers
New York
$12K +$991 +100 +9%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.55K +157 New
CI
43
Cowen Inc
New York
– -$8.79M -896,824 Closed
VAIA
44
Virtus Alternative Investment Advisers
Connecticut
– -$867K -88,500 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$40K -4,083 Closed
1
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VRT Hedge Fund Activity: Q1 2019 in Review

42 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2019, worth a combined $306M — up 9.8% from $279M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VRT positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Linden Advisors, opening a new position worth an estimated $13.9M. The largest seller was Cowen Inc, exiting entirely with an estimated $8.79M sold.

  • 42 institutional investors held Vertiv (VRT) as of Q1 2019, up from 38 in Q4 2018.
  • Funds reported $306M of Vertiv stock for Q1 2019, up 9.8% quarter-over-quarter.
  • 7 funds opened new Vertiv positions in Q1 2019 and 3 closed out, a net change of +4 holders.
  • The largest Vertiv buyer in Q1 2019 was Linden Advisors, an estimated $13.9M added.
  • The largest Vertiv seller in Q1 2019 was Cowen Inc, an estimated $8.79M sold.

Based on aggregated 13F filings for Q1 2019.