1,006 hedge funds and large institutions have $31.4B invested in Vertiv in 2024 Q3 according to their latest regulatory filings, with 232 funds opening new positions, 414 increasing their positions, 287 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+110
Holders Change %
+12.28%
% of All Funds
14.55%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
0.8%
New
232
Increased
414
Reduced
287
Closed
114
Calls
$1.7B
Puts
$1.1B
Net Calls
+$595M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Shares
Change %
FRM
576
Fox Run Management
Connecticut
$917K +$917K +9,214 New
SAMC
577
Spectrum Asset Management (California)
California
$911K +$911K +9,160 New
GAA
578
Guardian Asset Advisors
Pennsylvania
$902K +$902K +9,064 New
CAM
579
Congress Asset Management
Massachusetts
$895K
HIM
580
Hillsdale Investment Management
Ontario, Canada
$893K +$79.6K +800 +10%
LMGAM
581
Liberty Mutual Group Asset Management
Massachusetts
$879K +$879K +8,837 New
BMSSC
582
B. Metzler seel. Sohn & Co
Germany
$869K
FIM
583
FWL Investment Management
Texas
$868K +$299K +3,009 +53%
WI
584
Wahed Invest
New York
$865K +$865K +8,693 New
CPC
585
Cookson Peirce & Co
Pennsylvania
$852K -$1.13M -11,390 -57%
IC
586
IEQ Capital
California
$850K +$544K +5,471 +178%
PWM
587
Prosperity Wealth Management
California
$846K +$517K +5,193 +157%
GCS
588
Gordian Capital (Singapore)
Singapore
$846K +$448K +4,500 +113%
EA
589
Enclave Advisors
Texas
$839K +$839K +8,430 New
GC
590
Globeflex Capital
California
$826K -$253K -2,539 -23%
UM
591
UniSuper Management
Australia
$826K
IP
592
Intellectus Partners
California
$796K +$796K +8,000 New
CIBC Private Wealth Group
593
CIBC Private Wealth Group
Georgia
$796K -$1.03M -10,395 -57%
VA
594
Vident Advisory
Georgia
$784K -$203K -2,045 -21%
FHWM
595
Fox Hill Wealth Management
Massachusetts
$782K +$782K +7,859 New
CL
596
Choreo LLC
Illinois
$781K +$69.4K +711 +10%
PCIA
597
Prime Capital Investment Advisors
Kansas
$778K +$88.8K +893 +13%
XT
598
XTX Topco
Cayman Islands
$777K +$777K +7,812 New
WCA
599
Westover Capital Advisors
Delaware
$770K +$511K +5,138 +198%
IWC
600
Integrated Wealth Concepts
Massachusetts
$767K +$258K +2,598 +51%