753 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+177
Holders Change %
+30.73%
% of All Funds
10.91%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
242
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
476
Tocqueville Asset Management
New York
$817K
QWM
477
Quadcap Wealth Management
Texas
$810K -$138K -1,685 -15%
BIM
478
Baldwin Investment Management
Pennsylvania
$806K +$806K +9,869 New
CC
479
Centiva Capital
New York
$798K -$137K -1,674 -15%
VWM
480
Venturi Wealth Management
Texas
$795K +$766K +9,375 +2,568%
1WM
481
1858 Wealth Management
Ohio
$793K
TWM
482
TriaGen Wealth Management
California
$790K -$6.13K -75 -0.8%
AAS
483
Avantax Advisory Services
Texas
$785K +$785K +9,608 New
QCM
484
QRG Capital Management
Illinois
$780K -$147K -1,801 -16%
WS
485
Wedbush Securities
California
$779K +$779K +9,540 New
MLM
486
Mount Lucas Management
Pennsylvania
$765K -$68.2K -835 -8%
CIBC Asset Management
487
CIBC Asset Management
Ontario, Canada
$765K
MYIA
488
Mount Yale Investment Advisors
Colorado
$760K -$304K -3,717 -29%
CA
489
Cetera Advisors
Colorado
$756K +$220K +2,695 +41%
CF
490
Cantor Fitzgerald
New York
$751K +$751K +9,200 New
DTL
491
Dynamic Technology Lab
Singapore
$745K +$745K +9,117 New
IMCOOI
492
Investment Management Corp of Ontario (IMCO)
Canada
$744K +$90.8K +1,112 +14%
CAM
493
Congress Asset Management
Massachusetts
$735K
PAS
494
Park Avenue Securities
New York
$721K -$44K -539 -6%
JWCA
495
J.W. Cole Advisors
Florida
$700K +$700K +8,572 New
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$679K -$597K -7,315 -47%
DT
497
Diversified Trust
Tennessee
$665K +$288K +3,532 +77%
CPBTD
498
Central Pacific Bank - Trust Division
Hawaii
$658K +$658K +8,178 New
Wealth Enhancement Advisory Services
499
Wealth Enhancement Advisory Services
Minnesota
$657K +$657K +8,050 New
GCP
500
GSA Capital Partners
United Kingdom
$645K +$645K +7,898 New