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Vertiv
VRT

Overview Fund Activity

896 hedge funds and large institutions have $26.9B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 342 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+143
Holders Change %
+18.99%
% of All Funds
13.03%
Holding in Top 10
43
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.12%
% of All Funds
0.63%
New
229
Increased
342
Reduced
265
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
Bank of America
North Carolina
$480M
5
AI
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
Holocene Advisors
New York
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
476
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$72.5K +838 +6%
SI
477
Stephens Inc
Arkansas
$1.26M +$1.17M +13,470 +1,262%
CCS
478
Concentric Capital Strategies
Connecticut
$1.26M +$1.26M +14,523 New
AC
479
Albar Capital
United Kingdom
$1.25M +$1.25M +14,491 New
IMCOOI
480
Investment Management Corp of Ontario (IMCO)
Canada
$1.23M +$439K +5,067 +56%
SWM
481
SeaCrest Wealth Management
New York
$1.23M +$188K +2,167 +18%
ACM
482
Arosa Capital Management
Florida
$1.21M +$1.21M +14,000 New
SS
483
Sunbelt Securities
Texas
$1.18M +$20K +231 +2%
Koshinski Asset Management
484
Koshinski Asset Management
Illinois
$1.17M -$74.3K -801 -6%
SQA
485
Simon Quick Advisors
New Jersey
$1.16M -$185K -2,134 -14%
P
486
Pitcairn
Pennsylvania
$1.16M +$24.1K +278 +2%
NS
487
NBC Securities
Alabama
$1.13M +$270K +3,116 +31%
CAM
488
CenterStar Asset Management
Illinois
$1.11M +$1.11M +12,855 New
HCM
489
Highview Capital Management
Illinois
$1.11M +$1.11M +12,811 New
CIBC Asset Management
490
CIBC Asset Management
Ontario, Canada
$1.11M +$294K +3,401 +36%
JSSH
491
J. Safra Sarasin Holding
$1.1M +$1.1M +12,718 New
NRD
492
Nebula Research & Development
New York
$1.1M +$1.1M +12,676 New
MAM
493
Morse Asset Management
Connecticut
$1.09M +$1.09M +12,635 New
RIM
494
Redwood Investment Management
Arizona
$1.09M +$562K +8,354 +107%
SWS
495
SYSTM Wealth Solutions
Illinois
$1.09M +$1.09M +12,552 New
AI
496
AXS Investments
New York
$1.08M -$43.3K -500 -4%
JFG
497
Jefferies Financial Group
New York
$1.07M +$469K +5,420 +78%
Vontobel Holding
498
Vontobel Holding
Switzerland
$1.04M +$492K +5,687 +89%
SCM
499
Semanteon Capital Management
Massachusetts
$1.04M +$1.04M +12,026 New
CCG
500
Ceeto Capital Group
Florida
$1.04M +$173K +2,000 +20%
18 19
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