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292 hedge funds and large institutions have $9.2B invested in Vertiv in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

34,891% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $65K

41% more capital invested

Capital invested by funds: $6.53B → $9.2B (+$2.67B)

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

5% more funds holding

Funds holding: 277292 (+15)

2.71% more ownership

Funds ownership: 92.9%95.62% (+2.7%)

Holders
292
Holders Change
+15
Holders Change %
+5.42%
% of All Funds
5.08%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
63
Increased
108
Reduced
85
Closed
45
Calls
$22.7M
Puts
$65K
Net Calls
+$22.7M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
26
Hardman Johnston Global Advisors
Connecticut
$75M +$10.3M +432,534 +19%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$74.2M +$42.2M +1,764,133 +185%
Goldman Sachs
28
Goldman Sachs
New York
$70.1M -$7.91M -330,766 -11%
Aberdeen Group
29
Aberdeen Group
United Kingdom
$69.1M +$60.5M +2,530,003 New
N
30
Nuveen
North Carolina
$66.9M -$1.1M -45,851 -2%
Norges Bank
31
Norges Bank
Norway
$65.1M +$17.3M +722,469 +43%
LWCA
32
Locust Wood Capital Advisers
New York
$64.9M -$5.52M -230,745 -9%
RCM
33
Ratan Capital Management
Florida
$64.2M
DCM
34
Discovery Capital Management
Connecticut
$61.1M -$9.4M -393,100 -15%
CCM
35
Corsair Capital Management
New York
$56.6M -$203K -8,477 -0.4%
BHC
36
Bowen Hanes & Co
Florida
$55.1M -$338K -14,135 -0.7%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$51.2M +$940K +39,314 +2%
Charles Schwab
38
Charles Schwab
California
$50M +$1.16M +48,413 +3%
UBS Group
39
UBS Group
Switzerland
$49.6M -$3.97M -166,164 -8%
CB
40
Commerce Bank
Missouri
$44.9M -$365K -15,271 -0.9%
CLG
41
Cooperman Leon G
$42.5M +$3.75M +156,720 +11%
SCP
42
Sandhill Capital Partners
New York
$41.6M +$36.4M +1,524,151 New
Alyeska Investment Group
43
Alyeska Investment Group
Illinois
$35.5M -$59.9M -2,504,924 -66%
CI
44
Clal Insurance
Israel
$34.9M -$8.11M -339,240 -21%
Bank of America
45
Bank of America
North Carolina
$34.3M +$9.67M +404,335 +47%
Northern Trust
46
Northern Trust
Illinois
$33.7M +$892K +37,303 +3%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$33.2M -$30.8M -1,287,684 -51%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$32.8M +$3.08M +128,807 +12%
TG
49
TCW Group
California
$32.8M +$20.2M +845,830 +239%
C
50
Chescapmanager
Maryland
$31.8M -$8.72M -364,645 -24%

VRT Hedge Fund Activity: Q2 2021 in Review

292 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2021, worth a combined $9.2B — up 41% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VRT positions and 45 closed out — a net gain of 18 holders — while 108 added to existing stakes and 85 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $225M. The largest seller was UBS AM, cutting an estimated $121M.

  • 292 institutional investors held Vertiv (VRT) as of Q2 2021, up from 277 in Q1 2021.
  • Funds reported $9.2B of Vertiv stock for Q2 2021, up 41% quarter-over-quarter.
  • 63 funds opened new Vertiv positions in Q2 2021 and 45 closed out, a net change of +18 holders.
  • The largest Vertiv buyer in Q2 2021 was Victory Capital Management, an estimated $225M added.
  • The largest Vertiv seller in Q2 2021 was UBS AM, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.