576 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+124
Holders Change %
+27.43%
% of All Funds
8.44%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
191
Increased
176
Reduced
179
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
476
Provence Wealth Management Group
California
$204K +$204K +4,254 New
MLL
477
Moody Lynn & Lieberson
Massachusetts
$204K +$204K +4,244 New
PCS
478
Personal CFO Solutions
New Jersey
$202K +$202K +4,199 New
AWA
479
Arkadios Wealth Advisors
Georgia
$201K +$201K +4,191 New
SOW
480
State of Wyoming
Wyoming
$200K -$57K -1,186 -22%
OAM
481
Ostrum Asset Management
France
$188K +$188K +3,913 New
FHA
482
First Horizon Advisors
Tennessee
$172K +$140K +2,921 +441%
KI
483
Kapitalo Investimentos
Brazil
$167K +$167K +3,484 New
S
484
SignatureFD
Georgia
$167K +$5.52K +115 +3%
FIM
485
FWL Investment Management
Texas
$148K +$104K +2,162 +235%
AIG
486
American International Group
New York
$146K -$3.79K -79 -3%
PIM
487
Plato Investment Management
Australia
$141K +$141K +2,938 New
ACA
488
Atlas Capital Advisors
Wyoming
$124K
BBHC
489
Brown Brothers Harriman & Co
New York
$120K
UM
490
UniSuper Management
Australia
$120K +$120K +2,500 New
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.2K +$64.4K +1,341 +224%
HCP
492
Hexagon Capital Partners
Arkansas
$78.6K -$7.39K -154 -9%
AA
493
AlphaCentric Advisors
Puerto Rico
$75.9K +$75.9K +1,581 New
PVH
494
Psagot Value Holdings
Israel
$73K +$73K +1,500 New
MSWM
495
McGlone Suttner Wealth Management
Wisconsin
$70.4K +$70.4K +1,466 New
C
496
Covestor
United Kingdom
$67K +$45.5K +944 +212%
SI
497
Stephens Inc
Arkansas
$63.4K -$11.4K -238 -15%
CAS
498
Coppell Advisory Solutions
Texas
$62.7K +$62.7K +1,306 New
CA
499
Clearstead Advisors
Ohio
$59.6K -$38.9K -810 -40%
CTA
500
Colonial Trust Advisors
South Carolina
$57.6K