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Vertiv
VRT

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
2
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
4
Bank of America
North Carolina
$480M
5
AI
5
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
3
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
5
Holocene Advisors
New York
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
626
TD Waterhouse Canada
Ontario, Canada
$443K -$3.55M -40,885 -89%
IWC
627
Integrated Wealth Concepts
Massachusetts
$443K +$443K +5,116 New
VCP
628
Verus Capital Partners
Arizona
$442K +$442K +5,102 New
EPA
629
Element Pointe Advisors
Florida
$441K +$441K +5,089 New
FCBT
630
First Citizens Bank & Trust
North Carolina
$438K +$438K +5,056 New
LFAS
631
Level Four Advisory Services
Texas
$434K -$716K -8,275 -62%
RIM
632
Rakuten Investment Management
Japan
$434K +$161K +1,855 +59%
SGCA
633
Steel Grove Capital Advisors
Tennessee
$433K – – –
AWA
634
Arkadios Wealth Advisors
Georgia
$426K +$26.4K +305 +7%
VWM
635
Venturi Wealth Management
Texas
$422K -$421K -4,868 -50%
CW
636
CreativeOne Wealth
Kansas
$420K +$420K +4,859 New
YCM
637
Yousif Capital Management
Michigan
$415K +$73.9K +854 +22%
DIM
638
Delta Investment Management
California
$410K +$410K +4,736 New
AG
639
AlTi Global
New York
$407K – – –
SWM
640
Segment Wealth Management
Texas
$405K – – –
CCM
641
Coldstream Capital Management
Washington
$404K +$56.4K +652 +16%
PWS
642
Precision Wealth Strategies
Missouri
$399K -$201K -2,317 -33%
JPMIA
643
J.P. Marvel Investment Advisors
Massachusetts
$398K – – –
TDC
644
Thompson Davis & Co
Virginia
$394K -$86.6K -1,000 -18%
Parallax Volatility Advisers
645
Parallax Volatility Advisers
California
$390K +$151K +1,739 +63%
TC
646
TownSquare Capital
Utah
$376K +$376K +4,348 New
SFA
647
Sequoia Financial Advisors
Ohio
$375K +$375K +4,333 New
YCG
648
Yeomans Consulting Group
Georgia
$374K -$245K -2,833 -40%
Mirae Asset Global ETFs Holdings
649
Mirae Asset Global ETFs Holdings
Hong Kong
$374K +$374K +4,318 New
SAG
650
SageView Advisory Group
California
$373K +$373K +4,313 New
24 25
26
27 28