753 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+177
Holders Change %
+30.73%
% of All Funds
10.92%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
242
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
626
Brown Brothers Harriman & Co
New York
$204K
PF
627
Phoenix Financial
Israel
$204K +$204K +2,500 New
NCM
628
Novare Capital Management
North Carolina
$201K +$201K +2,455 New
GJIA
629
Glass Jacobson Investment Advisors
Maryland
$175K +$175K +2,141 New
FFA
630
Farther Finance Advisors
California
$170K +$82.7K +1,029 +95%
SC
631
Shay Capital
New York
$163K +$163K +2,000 New
SWM
632
Spire Wealth Management
Virginia
$157K -$395K -4,836 -72%
OLVIG
633
Oliver Lagore Vanvalin Investment Group
Michigan
$154K +$122K +1,498 +390%
EC
634
EntryPoint Capital
New York
$150K -$274K -3,360 -65%
C
635
Covestor
United Kingdom
$149K +$35.6K +436 +31%
CA
636
Clearstead Advisors
Ohio
$135K +$17.5K +185 +15%
SOW
637
State of Wyoming
Wyoming
$123K -$218K -2,666 -64%
CWC
638
Carolinas Wealth Consulting
North Carolina
$118K +$93.9K +1,150 +383%
AA
639
AlphaCentric Advisors
Puerto Rico
$114K -$15.4K -188 -12%
T
640
Tidemark
California
$113K +$113K +1,385 New
FCT
641
First Community Trust
Iowa
$105K +$105K +1,290 New
CA
642
Continuum Advisory
Idaho
$101K +$101K +1,033 New
CTA
643
Colonial Trust Advisors
South Carolina
$98K
CFB
644
Cullen/Frost Bankers
Texas
$98K
IBOK
645
Independence Bank of Kentucky
Kentucky
$93.9K +$81.7K +1,000 +667%
HCP
646
Hexagon Capital Partners
Arkansas
$93.3K -$40.3K -494 -30%
TFM
647
TFC Financial Management
Massachusetts
$89K +$17.2K +210 +24%
SI
648
Stephens Inc
Arkansas
$87.1K -$20.6K -252 -19%
AGWCA
649
Annis Gardner Whiting Capital Advisors
Florida
$83.3K +$83.3K +1,020 New
TCM
650
TruNorth Capital Management
Michigan
$81.7K +$81.7K +1,001 New