896 hedge funds and large institutions have $26.9B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 342 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+143
Holders Change %
+18.99%
% of All Funds
13.03%
Holding in Top 10
43
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.12%
% of All Funds
0.63%
New
229
Increased
342
Reduced
265
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
526
Arlington Capital Management
Illinois
$892K +$656K +7,580 +279%
CPSC
527
Carl P. Sherr & Co
Massachusetts
$887K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
528
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$882K -$130K -1,502 -13%
NRS
529
Neville Rodie & Shaw
New York
$874K +$874K +10,095 New
BWP
530
Balboa Wealth Partners
Arizona
$869K +$869K +10,033 New
AWA
531
Artemis Wealth Advisors
New York
$866K +$866K +10,000 New
QCM
532
QRG Capital Management
Illinois
$866K +$38.4K +444 +5%
VA
533
Vident Advisory
Georgia
$859K +$462K +5,335 +116%
NL
534
NVWM LLC
Pennsylvania
$858K +$858K +9,911 New
CPBTD
535
Central Pacific Bank - Trust Division
Hawaii
$855K +$147K +1,696 +21%
HWAM
536
Hennion & Walsh Asset Management
New Jersey
$838K +$838K +9,678 New
TWM
537
TriaGen Wealth Management
California
$837K -$693 -8 -0.1%
PL
538
Perpetual Ltd
Australia
$831K -$29M -334,605 -97%
BBA
539
Baader Bank Aktiengesellschaft
Germany
$828K -$323K -3,765 -28%
LCG
540
Lisanti Capital Growth
New York
$825K -$253K -2,920 -23%
SWM
541
Shelton Wealth Management
Texas
$807K +$807K +9,323 New
MLM
542
Mount Lucas Management
Pennsylvania
$795K -$15.8K -183 -2%
MYIA
543
Mount Yale Investment Advisors
Colorado
$794K -$11.3K -130 -1%
MA
544
Mezzasalma Advisors
New Jersey
$780K +$780K +9,013 New
CAM
545
Congress Asset Management
Massachusetts
$779K
RS
546
Rakuten Securities
Japan
$776K -$1.19M -13,788 -61%
BF
547
BOK Financial
Oklahoma
$765K -$6.11M -70,541 -89%
AWM
548
Avior Wealth Management
Nebraska
$763K -$302K -3,483 -28%
SIA
549
Sit Investment Associates
Minnesota
$763K +$763K +8,815 New
PI
550
PineBridge Investments
New York
$760K -$138K -1,597 -15%