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
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
601
Tradition Wealth Management
Minnesota
$500K +$500K +5,776 New
CM
602
Churchill Management
California
$499K +$499K +5,765 New
AWM
603
Apollon Wealth Management
South Carolina
$499K +$499K +5,759 New
WP
604
WealthPLAN Partners
Nebraska
$498K +$60.4K +698 +14%
FIM
605
FWL Investment Management
Texas
$495K +$25.8K +298 +6%
DWM
606
Dynasty Wealth Management
Florida
$491K -$184K -2,123 -27%
MC
607
Moors & Cabot
Massachusetts
$487K +$91.8K +1,060 +23%
S
608
SignatureFD
Georgia
$486K +$78K +901 +19%
SGAM
609
Smith Group Asset Management
Texas
$484K -$83.1K -960 -15%
SPC
610
Sigma Planning Corp
Michigan
$479K -$1.83M -21,183 -79%
BAM
611
Blueshift Asset Management
New Jersey
$478K +$478K +5,521 New
HIS
612
Horizon Investment Services
Indiana
$476K -$123K -1,416 -20%
IA
613
IAM Advisory
Pennsylvania
$475K +$475K +5,482 New
National Bank of Canada
614
National Bank of Canada
Quebec, Canada
$475K -$4.52M -52,223 -90%
BRWA
615
B. Riley Wealth Advisors
Florida
$475K +$475K +5,481 New
MC
616
Machina Capital
France
$469K +$469K +5,418 New
CMBA
617
C.M. Bidwell & Associates
Hawaii
$469K -$1.04K -12 -0.2%
GSEP
618
Golden State Equity Partners
California
$463K +$463K +5,352 New
MFG
619
Menard Financial Group
Texas
$457K +$71K +820 +18%
NL
620
NKCFO LLC
Illinois
$450K -$199K -2,300 -31%
HFS
621
Hantz Financial Services
Michigan
$448K -$28.6K -330 -6%
EF
622
Empowered Funds
Pennsylvania
$447K +$53K +612 +13%
DT
623
Diversified Trust
Tennessee
$447K -$258K -2,982 -37%
AA
624
ALPS Advisors
Colorado
$447K -$2.68K -31 -0.6%
LSAG
625
Lake Street Advisors Group
New Hampshire
$445K +$445K +5,137 New