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 %
MWM
601
Mosley Wealth Management
California
$759K +$759K +6,772 New
P
602
&Partners
Tennessee
$757K +$757K +7,603 New
EC
603
EdgeRock Capital
Colorado
$750K +$97.9K +984 +15%
JWCA
604
J.W. Cole Advisors
Florida
$749K +$19.6K +197 +3%
SGAM
605
Smith Group Asset Management
Texas
$749K +$193K +1,940 +35%
CRI
606
Colonial River Investments
Virginia
$741K +$741K +7,446 New
AWM
607
Axxcess Wealth Management
California
$735K +$735K +7,384 New
FMLI
608
Fukoku Mutual Life Insurance
Japan
$728K -$126K -1,265 -15%
WIS
609
Wright Investors Service
Connecticut
$724K +$724K +7,277 New
SWA
610
Sax Wealth Advisors
New Jersey
$716K +$41.7K +419 +6%
CIP
611
Convergence Investment Partners
Florida
$711K -$335K -3,367 -32%
PAS
612
Park Avenue Securities
New York
$703K -$121K -1,220 -15%
SMH
613
Sanders Morris Harris
Texas
$696K
CM
614
Caption Management
Oklahoma
$696K +$696K +7,000 New
CI
615
Clal Insurance
Israel
$696K +$696K +7,000 New
BC
616
Bridgefront Capital
Texas
$693K +$360K +3,623 +109%
TCWM
617
Total Clarity Wealth Management
Illinois
$685K +$685K +6,884 New
CF
618
Corebridge Financial
Texas
$684K -$24.5K -246 -3%
William Blair & Company
619
William Blair & Company
Illinois
$683K +$1.09K +11 +0.2%
GA
620
Gateway Advisory
New Jersey
$675K -$17.6K -177 -3%
PI
621
PineBridge Investments
New York
$672K -$201K -2,022 -23%
MA
622
Mutual Advisors
Nebraska
$668K +$282K +2,563 +73%
QCM
623
Qsemble Capital Management
New York
$666K -$2.46M -24,688 -79%
LJAC
624
L.J. Altfest & Co
New York
$663K +$663K +6,663 New
WE
625
Wealth Effects
Massachusetts
$662K -$24.9K -250 -4%