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 %
LFAS
501
Level Four Advisory Services
Texas
$638K +$13.4K +278 +2%
RIM
502
Redwood Investment Management
Arizona
$638K +$638K +7,815 New
DWM
503
Dynasty Wealth Management
Florida
$637K +$637K +7,794 New
FMLI
504
Fukoku Mutual Life Insurance
Japan
$634K -$55.9K -685 -8%
PFA
505
Petra Financial Advisors
Colorado
$633K +$633K +7,852 New
MIM
506
MetLife Investment Management
New Jersey
$631K +$1.55K +19 +0.2%
AT
507
American Trust
Kentucky
$631K +$631K +7,729 New
NL
508
NKCFO LLC
Illinois
$613K +$613K +7,500 New
PP
509
Paloma Partners
Connecticut
$606K +$606K +7,419 New
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
$601K +$601K +7,359 New
AC
511
ASB Consultores
Florida
$600K +$600K +7,349 New
SPA
512
Sherbrooke Park Advisers
New York
$596K +$596K +7,297 New
DWA
513
Delap Wealth Advisory
Oregon
$585K +$585K +7,166 New
YCG
514
Yeomans Consulting Group
Georgia
$584K +$584K +7,152 New
WAM
515
Wolverine Asset Management
Illinois
$572K -$3.02M -37,000 -84%
SMH
516
Sanders Morris Harris
Texas
$572K
GC
517
Globeflex Capital
California
$567K
JFG
518
Jefferies Financial Group
New York
$566K +$566K +6,935 New
PWS
519
Precision Wealth Strategies
Missouri
$565K -$261K -3,201 -32%
HIS
520
Horizon Investment Services
Indiana
$565K +$565K +6,918 New
HI
521
Handelsinvest Investeringsforvaltning
Denmark
$563K -$292K -3,579 -34%
Assenagon Asset Management
522
Assenagon Asset Management
Luxembourg
$561K -$2.87M -35,121 -84%
BCI
523
Brinker Capital Investments
Pennsylvania
$556K +$163K +1,993 +41%
OPS
524
Orion Portfolio Solutions
Nebraska
$556K +$163K +1,993 +41%
RWPA
525
Richard W. Paul & Associates
Michigan
$553K -$174K -2,135 -24%