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 %
OAM
526
Oppenheimer Asset Management
New York
$550K -$158K -1,940 -22%
EC
527
EdgeRock Capital
Colorado
$535K +$228K +2,793 +74%
SGAM
528
Smith Group Asset Management
Texas
$535K +$535K +6,550 New
CIC
529
Chilton Investment Company
Connecticut
$535K +$535K +6,547 New
SP
530
Systematic Portfolios
New York
$534K +$534K +7,663 New
VI
531
Versor Investments
New York
$520K +$520K +6,372 New
Vontobel Holding
532
Vontobel Holding
Switzerland
$520K +$520K +6,367 New
KWA
533
Kingswood Wealth Advisors
California
$496K +$496K +6,077 New
UCFA
534
United Capital Financial Advisors
Texas
$494K -$85.7K -1,049 -15%
KA
535
Kovack Advisors
Florida
$471K +$471K +5,766 New
SFG
536
Sovereign Financial Group
Connecticut
$465K +$465K +5,688 New
BCM
537
Bayesian Capital Management
New York
$456K +$456K +5,589 New
TDC
538
Thompson Davis & Co
Virginia
$453K +$453K +5,550 New
HFS
539
Hantz Financial Services
Michigan
$449K -$11.5K -141 -2%
CMBA
540
C.M. Bidwell & Associates
Hawaii
$443K +$50K +612 +13%
FIM
541
FWL Investment Management
Texas
$442K +$191K +2,335 +76%
PCA
542
Pallas Capital Advisors
Massachusetts
$438K +$438K +5,368 New
DADC
543
D.A. Davidson & Co
Montana
$432K +$432K +5,290 New
EFM
544
E Fund Management
China
$430K +$430K +5,267 New
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$430K -$572 -7 -0.1%
EWA
546
EverSource Wealth Advisors
Alabama
$429K +$4.84K +52 +1%
UM
547
UniSuper Management
Australia
$425K +$221K +2,700 +108%
AA
548
ALPS Advisors
Colorado
$424K +$424K +5,190 New
BFEC
549
Benjamin F. Edwards & Company
Missouri
$418K +$400K +4,899 +2,247%
ICG
550
InterOcean Capital Group
Tennessee
$417K +$32.8K +402 +9%