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 %
QWM
626
Quadcap Wealth Management
Texas
$660K -$14.4K -145 -2%
BRWA
627
B. Riley Wealth Advisors
Florida
$660K +$104K +1,021 +19%
HIIFS
628
Harel Insurance Investments & Financial Services
Israel
$654K +$654K +6,578 New
S
629
SignatureFD
Georgia
$653K +$95.2K +957 +17%
GIA
630
Gladstone Institutional Advisory
Florida
$652K +$652K +6,555 New
MFG
631
Menard Financial Group
Texas
$652K +$127K +1,276 +24%
N
632
Numerai
California
$650K -$3.22M -32,367 -83%
FIM
633
Freedom Investment Management
Connecticut
$650K -$8.06K -81 -1%
WIM
634
WealthPlan Investment Management
Nebraska
$645K +$645K +6,478 New
SOAMC
635
Spirit of America Management Corp
New York
$642K +$289K +2,900 +82%
RIM
636
Rakuten Investment Management
Japan
$640K +$149K +1,515 +30%
CIC
637
Carnegie Investment Counsel
Ohio
$632K +$284K +2,859 +82%
GI
638
GLOBALT Investments
Georgia
$631K +$18.3K +184 +3%
MC
639
Moors & Cabot
Massachusetts
$620K +$60.7K +610 +11%
QI
640
Qtron Investments
Massachusetts
$619K +$359K +3,606 +138%
National Bank of Canada
641
National Bank of Canada
Quebec, Canada
$613K +$67.4K +677 +12%
SFA
642
Sequoia Financial Advisors
Ohio
$613K +$182K +1,830 +42%
AWA
643
Arete Wealth Advisors
Illinois
$593K -$439K -4,418 -43%
AT
644
American Trust
Kentucky
$592K -$50K -503 -8%
IPW
645
Impact Partnership Wealth
Georgia
$591K +$591K +5,939 New
WSFS
646
Wilmington Savings Fund Society
Delaware
$584K +$584K +5,865 New
RJT
647
Raymond James Trust
Florida
$580K +$320K +3,218 +123%
IA
648
IAM Advisory
Pennsylvania
$579K +$33.5K +337 +6%
NWWA
649
New Wave Wealth Advisors
Arkansas
$573K +$573K +5,759 New
HOWA
650
Heritage Oak Wealth Advisors
Florida
$573K +$573K +5,759 New