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Vertiv
VRT

153 hedge funds and large institutions have $3.94B invested in Vertiv in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

88% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.61M

75% more capital invested

Capital invested by funds: $2.26B → $3.94B (+$1.68B)

51% more funds holding

Funds holding: 101 → 153 (+52)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

9.08% more ownership

Funds ownership: 79.39% → 88.47% (+9.1%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

Holders
153
Holders Change
+52
Holders Change %
+51.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.27%
New
75
Increased
33
Reduced
31
Closed
22
Calls
$3.02M
Puts
$1.61M
Net Calls
+$1.42M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$166M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$24.5M
5
State Street
State Street
Massachusetts
+$23.1M

Top Sellers

1
MMC
Mizuho Markets Cayman
Cayman Islands
-$85.9M
2
EC
Eminence Capital
New York
-$58.8M
3
LCM
Lomas Capital Management
New York
-$41.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
26
Saya Management
New York
$19.5M -$144K -12,330 -0.9%
UBS Group
27
UBS Group
Switzerland
$19.3M +$1.47M +125,802 +10%
RCM
28
Ratan Capital Management
Florida
$18.6M -$3.8M -325,882 -19%
Citadel Advisors
29
Citadel Advisors
Florida
$15.9M +$11.7M +1,006,027 +613%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$14.8M +$12.7M +1,089,114 New
C
31
Chescapmanager
Maryland
$14.5M – – –
Hudson Bay Capital Management
32
Hudson Bay Capital Management
Connecticut
$12.7M -$8.87M -761,746 -45%
SC
33
Samlyn Capital
New York
$11.5M +$9.84M +844,719 New
SAM
34
Scopus Asset Management
New York
$10.6M +$8.56M +735,261 +1,643%
Renaissance Technologies
35
Renaissance Technologies
New York
$10.3M +$8.84M +759,000 New
WAM
36
Wolverine Asset Management
Illinois
$10.2M +$7.39M +634,173 +551%
EAM
37
Eagle Asset Management
Florida
$9.55M -$4.14M -355,852 -33%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$9.48M +$3.15M +270,691 +63%
NAM
39
Nissay Asset Management
Japan
$9.24M +$507K +43,521 +7%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$9.02M -$3.76M -322,665 -33%
DCM
41
Discovery Capital Management
Connecticut
$8.88M +$7.62M +654,700 New
Northern Trust
42
Northern Trust
Illinois
$8.55M +$7.35M +630,662 New
Geode Capital Management
43
Geode Capital Management
Massachusetts
$8.46M +$7.27M +624,318 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$8.44M +$7.25M +622,424 New
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.42M +$866K +74,365 +14%
Wells Fargo
46
Wells Fargo
California
$8.05M +$6.89M +591,869 +29,593%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$7.26M -$6.38M -547,594 -51%
Capital World Investors
48
Capital World Investors
California
$7.26M +$6.43M +551,851 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$6.46M +$5.55M +476,500 New
N
50
Nuveen
North Carolina
$6.34M +$5.45M +467,616 New
1
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VRT Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2020, worth a combined $3.94B — up 75% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRT positions and 22 closed out — a net gain of 53 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Mizuho Markets Cayman, cutting an estimated $85.9M.

  • 153 institutional investors held Vertiv (VRT) as of Q2 2020, up from 101 in Q1 2020.
  • Funds reported $3.94B of Vertiv stock for Q2 2020, up 75% quarter-over-quarter.
  • 75 funds opened new Vertiv positions in Q2 2020 and 22 closed out, a net change of +53 holders.
  • The largest Vertiv buyer in Q2 2020 was BlackRock, an estimated $190M added.
  • The largest Vertiv seller in Q2 2020 was Mizuho Markets Cayman, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2020.