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Vertiv
VRT

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
2
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
4
Bank of America
North Carolina
$480M
5
AI
5
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
3
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
5
Holocene Advisors
New York
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
576
Choreo LLC
Illinois
$631K +$631K +7,289 New
MOS
577
MGO One Seven
Ohio
$631K +$631K +7,289 New
CF
578
Corebridge Financial
Texas
$617K +$617K +7,122 New
SFG
579
Sovereign Financial Group
Connecticut
$611K +$118K +1,368 +24%
SMH
580
Sanders Morris Harris
Texas
$606K – – –
GA
581
Gateway Advisory
New Jersey
$603K +$603K +6,964 New
PCA
582
Pallas Capital Advisors
Massachusetts
$602K +$159K +1,920 +36%
CMI
583
Clare Market Investments
Texas
$601K +$601K +6,945 New
PCIA
584
Prime Capital Investment Advisors
Kansas
$600K +$600K +6,928 New
WE
585
Wealth Effects
Massachusetts
$597K +$597K +6,900 New
William Blair & Company
586
William Blair & Company
Illinois
$594K +$293K +3,382 +97%
MUMSS
587
Mitsubishi UFJ Morgan Stanley Securities
Japan
$591K +$591K +6,824 New
QWM
588
Quadcap Wealth Management
Texas
$587K -$271K -3,133 -32%
SWA
589
Sax Wealth Advisors
New Jersey
$586K +$297K +3,434 +103%
RWPA
590
Richard W. Paul & Associates
Michigan
$582K -$4.42K -51 -0.8%
FIM
591
Freedom Investment Management
Connecticut
$572K +$205K +2,364 +56%
EC
592
EdgeRock Capital
Colorado
$567K – – –
AT
593
American Trust
Kentucky
$558K -$111K -1,278 -17%
ICM
594
Ionic Capital Management
New York
$550K +$550K +6,354 New
LS
595
Livforsakringsbolaget Skandia
Sweden
$536K +$467K +5,400 +675%
GI
596
GLOBALT Investments
Georgia
$533K +$533K +6,157 New
GI
597
GAMCO Investors
Connecticut
$519K +$519K +6,000 New
TIAM
598
TT International Asset Management
United Kingdom
$512K +$512K +5,918 New
UCFA
599
United Capital Financial Advisors
Texas
$507K -$16.4K -190 -3%
HFA
600
Harbert Fund Advisors
Alabama
$506K +$506K +5,850 New
22 23
24
25 26