Vertiv
VRT
760 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 59 closing their positions.
314% more first-time investments, than exits
New positions opened: 244 | Existing positions closed: 59
66% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $679M
62% more funds holding in top 10
Funds holding in top 10: 37 → 60 (+23)
50% more capital invested
Capital invested by funds: $16.7B → $25.2B (+$8.44B)
30% more funds holding
Funds holding: 583 → 760 (+177)
3% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 233
10.47% less ownership
Funds ownership: 91.2% → 80.73% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$287M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$226M |
| 3 |
TA
Trivest Advisors
Hong Kong
|
+$141M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$111M |
| 5 |
CHP
Castle Hook Partners
New York
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$863M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$597M |
| 3 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
-$382M |
| 4 |
Coatue Management
New York
|
-$287M |
| 5 |
Morgan Stanley
New York
|
-$219M |
VRT Hedge Fund Activity: Q1 2024 in Review
760 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 50% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 244 funds opened new VRT positions and 59 closed out — a net gain of 185 holders — while 239 added to existing stakes and 233 trimmed.
The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.
- 760 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
- Funds reported $25.2B of Vertiv stock for Q1 2024, up 50% quarter-over-quarter.
- 244 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +185 holders.
- The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
- The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.
Based on aggregated 13F filings for Q1 2024.