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 %
WP
551
WealthPLAN Partners
Nebraska
$413K +$413K +5,060 New
HF
552
HRT Financial
New York
$413K -$307K -3,772 -43%
CIP
553
Convergence Investment Partners
Florida
$412K -$233K -2,857 -36%
SGCA
554
Steel Grove Capital Advisors
Tennessee
$408K +$408K +5,000 New
UFF
555
USA Financial Formulas
Michigan
$401K -$223K -2,730 -36%
GGHC
556
Gilder Gagnon Howe & Co
New York
$394K +$394K +4,819 New
PCM
557
Prelude Capital Management
New York
$387K +$387K +4,736 New
S
558
SignatureFD
Georgia
$385K +$101K +1,235 +36%
NIMI
559
Natixis Investment Managers International
France
$384K -$1.52M -18,565 -80%
AG
560
AlTi Global
New York
$384K
SWM
561
Segment Wealth Management
Texas
$382K
AWA
562
Arkadios Wealth Advisors
Georgia
$377K +$34.5K +423 +10%
JPMIA
563
J.P. Marvel Investment Advisors
Massachusetts
$376K
VA
564
Vident Advisory
Georgia
$375K +$375K +4,586 New
MC
565
Moors & Cabot
Massachusetts
$373K +$373K +4,565 New
EF
566
Empowered Funds
Pennsylvania
$372K +$372K +4,551 New
MGP
567
Metis Global Partners
California
$369K -$2.12K -26 -0.6%
MFG
568
Menard Financial Group
Texas
$364K +$364K +4,457 New
Mercer Global Advisors
569
Mercer Global Advisors
Colorado
$360K +$360K +4,403 New
FIM
570
Freedom Investment Management
Connecticut
$347K +$347K +4,246 New
GF
571
Gries Financial
Ohio
$347K -$54.4K -666 -14%
VDBMI
572
Van Den Berg Management I
Texas
$343K -$33.1K -405 -9%
CFA
573
Cahill Financial Advisors
Minnesota
$337K +$337K +4,124 New
MA
574
MONECO Advisors
Connecticut
$334K +$334K +4,084 New
CCM
575
Coldstream Capital Management
Washington
$328K +$328K +4,014 New