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Vertiv
VRT

583 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $599M | Put options by funds: $153M

218% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 62

32% more capital invested

Capital invested by funds: $12.7B → $16.7B (+$4.01B)

29% more funds holding

Funds holding: 453 → 583 (+130)

1.75% more ownership

Funds ownership: 89.45% → 91.2% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 180

5% less funds holding in top 10

Funds holding in top 10: 39 → 37 (-2)

Holders
583
Holders Change
+130
Holders Change %
+28.7%
% of All Funds
8.5%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
197
Increased
176
Reduced
180
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$367M
2
Morgan Stanley
Morgan Stanley
New York
+$218M
3
Coatue Management
Coatue Management
New York
+$95.8M
4
Holocene Advisors
Holocene Advisors
New York
+$89.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
2
ClearBridge Investments
ClearBridge Investments
New York
-$115M
3
Two Sigma Investments
Two Sigma Investments
New York
-$115M
4
Jane Street
Jane Street
New York
-$114M
5
PC
PointState Capital
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
VI
601
Versor Investments
New York
– -$1.36M -36,538 Closed
OMC
602
Old Mission Capital
Illinois
– -$1.23M -33,021 Closed
JF
603
Jump Financial
Illinois
– -$1.13M -30,306 Closed
GIA
604
Gladstone Institutional Advisory
Florida
– -$1.12M -30,038 Closed
QCM
605
Qsemble Capital Management
New York
– -$1.03M -27,600 Closed
DFCM
606
Dark Forest Capital Management
Puerto Rico
– -$987K -26,524 Closed
RIM
607
Redwood Investment Management
Arizona
– -$731K -19,653 Closed
CM
608
Caption Management
Oklahoma
– -$834K -19,594 Closed
FF
609
Friedenthal Financial
New Jersey
– -$713K -19,162 Closed
TCM
610
Teza Capital Management
Illinois
– -$693K -18,623 Closed
MS
611
Maven Securities
Jersey
– -$558K -15,000 Closed
CCG
612
Capital CS Group
California
– -$551K -14,813 Closed
CGIM
613
Cannon Global Investment Management
Florida
– -$542K -14,557 Closed
MF
614
Magnetar Financial
Illinois
– -$523K -14,064 Closed
SAM
615
Sandbar Asset Management
United Kingdom
– -$521K -14,014 Closed
Axa
616
Axa
France
– -$487K -13,100 Closed
AAP
617
Ardsley Advisory Partners
Connecticut
– -$428K -11,500 Closed
RP
618
Regal Partners
Australia
– -$409K -11,000 Closed
ESCM
619
Echo Street Capital Management
New York
– -$397K -10,668 Closed
CAS
620
CTC Alternative Strategies
Illinois
– -$394K -10,600 Closed
Credit Agricole
621
Credit Agricole
France
– -$372K -10,000 Closed
GT
622
Greenleaf Trust
Michigan
– -$350K -9,398 Closed
Walleye Trading
623
Walleye Trading
New York
– -$390K -9,159 Closed
HCA
624
Hyperion Capital Advisors
New York
– -$335K -9,000 Closed
Jacobs Levy Equity Management
625
Jacobs Levy Equity Management
New Jersey
– -$311K -8,365 Closed
22 23 24
25
26

VRT Hedge Fund Activity: Q4 2023 in Review

583 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2023, worth a combined $16.7B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VRT positions and 62 closed out — a net gain of 135 holders — while 176 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $135M.

  • 583 institutional investors held Vertiv (VRT) as of Q4 2023, up from 453 in Q3 2023.
  • Funds reported $16.7B of Vertiv stock for Q4 2023, up 32% quarter-over-quarter.
  • 197 funds opened new Vertiv positions in Q4 2023 and 62 closed out, a net change of +135 holders.
  • The largest Vertiv buyer in Q4 2023 was BlackRock, an estimated $367M added.
  • The largest Vertiv seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.