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 %
CWC
526
Carolinas Wealth Consulting
North Carolina
$14.4K +$14.4K +300 New
GWS
527
Glassman Wealth Services
Virginia
$14.3K +$9.56K +199 +201%
RIM
528
Rakuten Investment Management
Japan
$12K +$12K +246 New
PTC
529
Private Trust Company
Ohio
$11.4K -$34.3K -714 -75%
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$11K -$8.69K -177 -44%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$10K +$5.41K +118 +118%
TPCW
532
TD Private Client Wealth
New York
$9.75K -$4.42K -92 -31%
CFD
533
Creative Financial Designs
Indiana
$9.61K +$9.61K +200 New
SSB
534
Sandy Spring Bank
Maryland
$9.37K +$9.37K +195 New
VCM
535
Versant Capital Management
Arizona
$8.21K -$624 -13 -7%
PC
536
Pier Capital
Connecticut
$7.64K +$7.64K +159 New
MIM
537
Macroview Investment Management
Maryland
$7.49K +$2.59K +54 +53%
IBOK
538
Independence Bank of Kentucky
Kentucky
$7.21K
TSWM
539
Tyler-Stone Wealth Management
Ohio
$7.21K
RTL
540
Red Tortoise LLC
Georgia
$7.06K
VAG
541
VisionPoint Advisory Group
Texas
$6.96K
RFG
542
REAP Financial Group
Texas
$6.87K +$6.87K +143 New
Fifth Third Bancorp
543
Fifth Third Bancorp
Ohio
$6.68K +$6.68K +139 New
MHR
544
Matthew Hamilton Rosenberg
$6.1K
Fidelity International
545
Fidelity International
Bermuda
$6.05K +$1.49K +31 +33%
LAM
546
Lummis Asset Management
Texas
$5.38K +$5.38K +112 New
RS
547
Rakuten Securities
Japan
$5.28K +$5.28K +110 New
RIL
548
Rothschild Investment LLC
Illinois
$5.28K +$5.28K +110 New
BTI
549
Blue Trust Inc
Georgia
$5K +$3.76K +100 +303%
Jones Financial Companies
550
Jones Financial Companies
Missouri
$4.32K +$192 +4 +5%