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Vertiv
VRT

760 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 59

66% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $679M

62% more funds holding in top 10

Funds holding in top 10: 37 → 60 (+23)

50% more capital invested

Capital invested by funds: $16.7B → $25.2B (+$8.44B)

30% more funds holding

Funds holding: 583 → 760 (+177)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

10.47% less ownership

Funds ownership: 91.2% → 80.73% (-10%)

Holders
760
Holders Change
+177
Holders Change %
+30.36%
% of All Funds
10.95%
Holding in Top 10
60
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+62.16%
% of All Funds
0.86%
New
244
Increased
239
Reduced
233
Closed
59
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
TA
Trivest Advisors
Hong Kong
+$141M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
CHP
Castle Hook Partners
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$863M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$597M
3
PEA
Platinum Equity Advisors
California
-$382M
4
Coatue Management
Coatue Management
New York
-$287M
5
Morgan Stanley
Morgan Stanley
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
526
Horizon Investment Services
Indiana
$565K +$435K +6,918 New
HI
527
Handelsinvest Investeringsforvaltning
Denmark
$563K -$225K -3,579 -34%
Assenagon Asset Management
528
Assenagon Asset Management
Luxembourg
$561K -$2.21M -35,121 -84%
BCI
529
Brinker Capital Investments
Pennsylvania
$556K +$125K +1,993 +41%
OPS
530
Orion Portfolio Solutions
Nebraska
$556K +$125K +1,993 +41%
RWPA
531
Richard W. Paul & Associates
Michigan
$553K -$134K -2,135 -24%
OAM
532
Oppenheimer Asset Management
New York
$550K -$122K -1,940 -22%
EC
533
EdgeRock Capital
Colorado
$535K +$175K +2,793 +74%
SGAM
534
Smith Group Asset Management
Texas
$535K +$412K +6,550 New
CIC
535
Chilton Investment Company
Connecticut
$535K +$411K +6,547 New
SP
536
Systematic Portfolios
New York
$534K +$481K +7,663 New
VI
537
Versor Investments
New York
$520K +$400K +6,372 New
Vontobel Holding
538
Vontobel Holding
Switzerland
$520K +$400K +6,367 New
KWA
539
Kingswood Wealth Advisors
California
$496K +$382K +6,077 New
UCFA
540
United Capital Financial Advisors
Texas
$494K -$65.9K -1,049 -15%
KA
541
Kovack Advisors
Florida
$471K +$362K +5,766 New
SFG
542
Sovereign Financial Group
Connecticut
$465K +$357K +5,688 New
BCM
543
Bayesian Capital Management
New York
$456K +$351K +5,589 New
TDC
544
Thompson Davis & Co
Virginia
$453K +$349K +5,550 New
HFS
545
Hantz Financial Services
Michigan
$449K -$8.86K -141 -2%
CMBA
546
C.M. Bidwell & Associates
Hawaii
$443K +$38.5K +612 +13%
FIM
547
FWL Investment Management
Texas
$442K +$147K +2,335 +76%
PCA
548
Pallas Capital Advisors
Massachusetts
$438K +$337K +5,368 New
DADC
549
D.A. Davidson & Co
Montana
$432K +$332K +5,290 New
EFM
550
E Fund Management
China
$430K +$331K +5,267 New
20 21
22
23 24

VRT Hedge Fund Activity: Q1 2024 in Review

760 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 50% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new VRT positions and 59 closed out — a net gain of 185 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.

  • 760 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
  • Funds reported $25.2B of Vertiv stock for Q1 2024, up 50% quarter-over-quarter.
  • 244 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +185 holders.
  • The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
  • The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.

Based on aggregated 13F filings for Q1 2024.