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Vertiv
VRT

Overview Fund Activity

1,184 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+178
Holders Change %
+17.69%
% of All Funds
15.77%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
369
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$597M
2
Jennison Associates
2
Jennison Associates
New York
$881M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$379M
4
Morgan Stanley
4
Morgan Stanley
New York
$647M
5
UBS Group
5
UBS Group
Switzerland
$348M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
BlackRock
2
BlackRock
New York
$3.87B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.48B
5
Invesco
5
Invesco
Georgia
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
501
Sandy Spring Bank
Maryland
$2.16M +$598K +5,264 +38%
PCM
502
Parsons Capital Management
Rhode Island
$2.15M -$525K -4,623 -20%
IMRF
503
Illinois Municipal Retirement Fund
Illinois
$2.13M -$455K -4,004 -18%
VVP
504
Venture Visionary Partners
Ohio
$2.1M +$902K +7,936 +75%
AAS
505
Ameritas Advisory Services
Nebraska
$2.07M -$274K -2,414 -12%
BCI
506
Brinker Capital Investments
Pennsylvania
$2.07M -$52.6K -463 -2%
OPS
507
Orion Portfolio Solutions
Nebraska
$2.07M -$52.6K -463 -2%
CAG
508
Csenge Advisory Group
Florida
$2.04M +$2.04M +17,934 New
GRP
509
Global Retirement Partners
California
$2.02M +$249K +2,193 +14%
Axa
510
Axa
France
$2M -$4.59M -40,406 -70%
BWP
511
Balboa Wealth Partners
Arizona
$1.98M +$336K +2,959 +20%
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$112K +986 +6%
OWG
513
Oxford Wealth Group
Florida
$1.96M -$256K -2,257 -12%
LSA
514
L & S Advisors
California
$1.95M -$657K -5,780 -25%
CIM
515
Caldwell Investment Management
Ontario, Canada
$1.94M +$777K +6,700 +67%
VFM
516
Viking Fund Management
North Dakota
$1.93M +$227K +2,000 +13%
DF
517
Donoghue Forlines
Massachusetts
$1.93M -$705K -6,204 -27%
IGAM
518
iA Global Asset Management
Quebec, Canada
$1.93M +$479K +4,217 +33%
WGC
519
Watts Gwilliam & Co
Arizona
$1.92M +$1.92M +14,707 New
Bank of Nova Scotia
520
Bank of Nova Scotia
Ontario, Canada
$1.89M +$454K +3,997 +32%
HWAM
521
Hennion & Walsh Asset Management
New Jersey
$1.88M +$354K +3,119 +23%
HCMT
522
Highland Capital Management (Tennessee)
Tennessee
$1.88M -$588K -5,177 -24%
LF
523
Lighthouse Financial
Florida
$1.88M +$1.88M +16,517 New
UCFA
524
United Capital Financial Advisors
Texas
$1.87M +$657K +5,779 +54%
GCS
525
Gordian Capital (Singapore)
Singapore
$1.86M +$898K +7,900 +93%
19 20
21
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