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Vertiv
VRT

453 hedge funds and large institutions have $12.7B invested in Vertiv in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 35

132% more call options, than puts

Call options by funds: $273M | Put options by funds: $118M

51% more capital invested

Capital invested by funds: $8.44B → $12.7B (+$4.28B)

50% more funds holding in top 10

Funds holding in top 10: 26 → 39 (+13)

29% more funds holding

Funds holding: 352 → 453 (+101)

0.39% less ownership

Funds ownership: 89.84% → 89.45% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 146

Holders
453
Holders Change
+101
Holders Change %
+28.69%
% of All Funds
7.19%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.62%
New
138
Increased
142
Reduced
146
Closed
35
Calls
$273M
Puts
$118M
Net Calls
+$156M
Net Calls Change
+$18.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.01B
2
Coatue Management
Coatue Management
New York
+$230M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$132M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$113M
5
Two Sigma Investments
Two Sigma Investments
New York
+$98.7M

Top Sellers

1
PEA
Platinum Equity Advisors
California
-$989M
2
SV
Starboard Value
New York
-$390M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$170M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$144M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
476
AXQ Capital
New Jersey
– -$377K -15,200 Closed
GCP
477
GSA Capital Partners
United Kingdom
– -$353K -14,252 Closed
GI
478
GAMCO Investors
Connecticut
– -$347K -14,000 Closed
IFG
479
Independent Financial Group
California
– -$345K -13,948 Closed
CC
480
Corton Capital
Ontario, Canada
– -$295K -11,903 Closed
AAIS
481
ABN AMRO Investment Solutions
– -$259K -10,463 Closed
DC
482
Diametric Capital
Massachusetts
– -$257K -10,379 Closed
TMAM
483
Tokio Marine Asset Management
Japan
– -$235K -9,500 Closed
PCM
484
Prelude Capital Management
New York
– -$203K -8,182 Closed
HT
485
Headlands Technologies
Illinois
– -$18.7K -756 Closed
SSB
486
Sandy Spring Bank
Maryland
– -$10K -405 Closed
GI
487
Gradient Investments
Minnesota
– -$421 -17 Closed
AW
488
Avion Wealth
Texas
– +$429 +13 New
16 17 18 19
20

VRT Hedge Fund Activity: Q3 2023 in Review

453 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2023, worth a combined $12.7B — up 51% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new VRT positions and 35 closed out — a net gain of 103 holders — while 142 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.01B. The largest seller was Platinum Equity Advisors, cutting an estimated $989M.

  • 453 institutional investors held Vertiv (VRT) as of Q3 2023, up from 352 in Q2 2023.
  • Funds reported $12.7B of Vertiv stock for Q3 2023, up 51% quarter-over-quarter.
  • 138 funds opened new Vertiv positions in Q3 2023 and 35 closed out, a net change of +103 holders.
  • The largest Vertiv buyer in Q3 2023 was Fidelity Investments, an estimated $1.01B added.
  • The largest Vertiv seller in Q3 2023 was Platinum Equity Advisors, an estimated $989M sold.

Based on aggregated 13F filings for Q3 2023.