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Vertiv
VRT

101 hedge funds and large institutions have $2.26B invested in Vertiv in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more capital invested

Capital invested by funds: $575M → $2.26B (+$1.68B)

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

31% more funds holding

Funds holding: 77 → 101 (+24)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2.77% more ownership

Funds ownership: 76.62% → 79.39% (+2.8%)

Holders
101
Holders Change
+24
Holders Change %
+31.17%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.24%
New
56
Increased
22
Reduced
19
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PEA
Platinum Equity Advisors
California
+$1.31B
2
EC
Eminence Capital
New York
+$196M
3
Goldman Sachs
Goldman Sachs
New York
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
5
MMC
Mizuho Markets Cayman
Cayman Islands
+$113M

Top Sellers

Rank Fund Capital Flow
1
LCM
LH Capital Markets
New York
-$32M
2
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$24.4M
4
FBCM
Fort Baker Capital Management
California
-$19.1M
5
JGC
J. Goldman & Co
New York
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
26
Chescapmanager
Maryland
$9.26M +$11.8M +1,070,097 New
HRCM
27
Hawk Ridge Capital Management
California
$8.71M +$11.1M +1,006,700 New
TD Asset Management
28
TD Asset Management
Ontario, Canada
$8.55M -$7.86M -712,044 -42%
ClearBridge Investments
29
ClearBridge Investments
New York
$8.16M +$6.37M +576,957 +158%
NAM
30
Nissay Asset Management
Japan
$5.51M +$7.04M +637,618 New
AI
31
Atom Investors
Texas
$5.26M +$6.71M +607,705 New
OP
32
Omni Partners
United Kingdom
$5.13M -$2.28M -206,907 -26%
BCPEMI
33
Bain Capital Public Equity Management II
Massachusetts
$4.92M +$6.28M +568,764 New
Deutsche Bank
34
Deutsche Bank
Germany
$4.75M -$31.5M -2,858,551 -84%
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.73M +$6.03M +546,600 New
Millennium Management
36
Millennium Management
New York
$4.5M +$2.81M +254,377 +96%
SC
37
Sculptor Capital
New York
$4.3M -$5.34M -483,759 -47%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$4.2M -$24.4M -2,215,000 -82%
GECH
39
Garnet Equity Capital Holdings
New York
$3.75M +$2.58M +234,100 +117%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$3.7M +$1.59M +144,165 +51%
LOAMU
41
Lombard Odier Asset Management (USA)
New York
$3.68M +$4.69M +425,000 New
ACH
42
ArrowMark Colorado Holdings
Colorado
$3.33M +$4.24M +384,366 New
Impax Asset Management Group
43
Impax Asset Management Group
United Kingdom
$3.24M +$4.14M +375,000 New
KC
44
Kepos Capital
New York
$3.2M -$16.1M -1,456,723 -80%
Marshall Wace
45
Marshall Wace
United Kingdom
$2.79M +$3.56M +322,749 New
Morgan Stanley
46
Morgan Stanley
New York
$2.67M +$3.39M +307,526 +26,976%
Jane Street
47
Jane Street
New York
$2.55M +$3.25M +294,330 New
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$2.43M +$2.95M +267,334 +1,940%
FBCM
49
Fort Baker Capital Management
California
$2.16M -$19.1M -1,731,641 -87%
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.98M -$10.7M -970,800 -81%
1
2
3 4 5

VRT Hedge Fund Activity: Q1 2020 in Review

101 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2020, worth a combined $2.26B — up 292% from $575M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VRT positions and 31 closed out — a net gain of 25 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Platinum Equity Advisors, opening a new position worth an estimated $1.31B. The largest seller was LH Capital Markets, cutting an estimated $32M.

  • 101 institutional investors held Vertiv (VRT) as of Q1 2020, up from 77 in Q4 2019.
  • Funds reported $2.26B of Vertiv stock for Q1 2020, up 292% quarter-over-quarter.
  • 56 funds opened new Vertiv positions in Q1 2020 and 31 closed out, a net change of +25 holders.
  • The largest Vertiv buyer in Q1 2020 was Platinum Equity Advisors, an estimated $1.31B added.
  • The largest Vertiv seller in Q1 2020 was LH Capital Markets, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2020.