1,184 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+178
Holders Change %
+17.69%
% of All Funds
15.77%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
369
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Shares
Change %
OCBCO
626
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.07M -$7.24M -63,693 -87%
FIM
627
FWL Investment Management
Texas
$1.05M +$57K +502 +6%
EF
628
Empowered Funds
Pennsylvania
$1.04M +$418K +3,682 +67%
SAMC
629
Spectrum Asset Management (California)
California
$1.04M
NL
630
NVWM LLC
Pennsylvania
$1.04M -$104K -914 -9%
CAM
631
Congress Asset Management
Massachusetts
$1.02M
CUAMC
632
China Universal Asset Management Company
China
$1.02M +$1.02M +9,000 New
GP
633
Geneva Partners
Wisconsin
$1.02M +$1.02M +8,971 New
WCA
634
Westover Capital Advisors
Delaware
$1.02M +$136K +1,200 +16%
LJAC
635
L.J. Altfest & Co
New York
$1.01M +$255K +2,241 +34%
ACM
636
Arlington Capital Management
Illinois
$1.01M -$236K -2,075 -19%
LCM
637
LDR Capital Management
New York
$1M +$1M +8,817 New
VI
638
Versor Investments
New York
$1,000K +$1,000K +8,800 New
WI
639
Wahed Invest
New York
$1,000K +$11.9K +105 +1%
Jacobs Levy Equity Management
640
Jacobs Levy Equity Management
New Jersey
$978K -$2.01M -17,692 -67%
BRWA
641
B. Riley Wealth Advisors
Florida
$972K +$233K +2,053 +32%
IP
642
Intellectus Partners
California
$966K +$56.8K +500 +6%
GC
643
Globeflex Capital
California
$943K
MA
644
Mutual Advisors
Nebraska
$939K +$134K +1,008 +17%
EC
645
EdgeRock Capital
Colorado
$935K +$78.8K +694 +9%
IW
646
IronOak Wealth
Texas
$932K +$932K +8,203 New
CIC
647
Carnegie Investment Counsel
Ohio
$925K +$203K +1,790 +28%
BPC
648
Bearing Point Capital
Minnesota
$921K +$921K +8,107 New
SIG
649
Stonegate Investment Group
Alabama
$910K -$982K -8,708 -52%
SWM
650
Spire Wealth Management
Virginia
$909K +$601K +5,287 +195%