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 %
JWA
551
JFS Wealth Advisors
Pennsylvania
$4.32K +$913 +19 +27%
FWM
552
FSA Wealth Management
Massachusetts
$4K +$4K +83 New
HI
553
Harbour Investments
Wisconsin
$3.7K +$2.93K +61 +381%
WTA
554
Washington Trust Advisors
Massachusetts
$3.29K -$3.96K -82 -55%
CAL
555
Capital Advisors Ltd
Ohio
$3K
IA
556
IFP Advisors
Florida
$2.4K -$2.69K -56 -53%
S
557
Sachetta
Massachusetts
$2.35K +$2.35K +49 New
LF
558
Lee Financial
Texas
$2.31K +$2.31K +48 New
AF
559
Advisornet Financial
Minnesota
$2.02K +$816 +17 +68%
TFA
560
Toth Financial Advisory
Virginia
$1.92K
SIC
561
SJS Investment Consulting
Ohio
$1.87K +$432 +9 +30%
Kayne Anderson Rudnick Investment Management
562
Kayne Anderson Rudnick Investment Management
California
$1.83K +$1.83K +38 New
AW
563
Avion Wealth
Texas
$1K +$480 +12 +92%
VNA
564
Valley National Advisers
Pennsylvania
$1K +$1K +35 New
DPW
565
DiNuzzo Private Wealth
Pennsylvania
$961 +$961 +20 New
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$672 +$480 +10 +250%
DAM
567
Delta Asset Management
Tennessee
$672 +$672 +14 New
FPF
568
First Pacific Financial
Washington
$385 +$385 +8 New
JWM
569
Janiczek Wealth Management
Colorado
$337 +$337 +7 New
TWD
570
True Wealth Design
Ohio
$289 +$96 +2 +50%
CPG
571
Cornerstone Planning Group
New Jersey
$240
PFBT
572
Parkside Financial Bank & Trust
Missouri
$193 -$531 -11 -73%
BF
573
BOK Financial
Oklahoma
$192 -$1.1K -23 -85%
AssetMark Inc
574
AssetMark Inc
California
$144 +$48 +1 +50%
M
575
MOTCO
Texas
$48