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Vertiv
VRT

Overview Fund Activity

895 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, 264 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+143
Holders Change %
+19.02%
% of All Funds
13.02%
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
264
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 %
KPWS
651
Kestra Private Wealth Services
Texas
$368K +$130K +1,498 +54%
CG
652
Cynosure Group
Utah
$362K +$362K +4,180 New
ORI
653
Oak Ridge Investments
Illinois
$361K +$361K +4,169 New
CFA
654
Cahill Financial Advisors
Minnesota
$357K – – –
AAP
655
Arax Advisory Partners
Colorado
$356K +$356K +4,117 New
MA
656
MONECO Advisors
Connecticut
$354K – – –
GCS
657
Gordian Capital (Singapore)
Singapore
$346K +$346K +4,000 New
WG
658
Winton Group
United Kingdom
$345K -$1.21M -14,015 -78%
ALAM
659
Asahi Life Asset Management
Japan
$343K +$343K +3,960 New
CF
660
Cantor Fitzgerald
New York
$341K -$455K -5,260 -57%
KeyBank National Association
661
KeyBank National Association
Ohio
$340K +$35.8K +413 +12%
NAM
662
NorthCrest Asset Manangement
Minnesota
$340K +$5.37K +62 +2%
FFA
663
Farther Finance Advisors
California
$339K +$156K +1,800 +85%
PFS
664
Prospera Financial Services
Texas
$339K +$339K +3,912 New
DWM
665
Darwin Wealth Management
Florida
$337K – – –
PF
666
Phoenix Financial
Israel
$332K +$115K +1,329 +53%
MAM
667
MWA Asset Management
Massachusetts
$332K +$332K +3,832 New
FAM
668
Formidable Asset Management
Ohio
$331K +$331K +3,828 New
CI
669
Cigna Investments
Connecticut
$329K +$6.92K +80 +2%
CFD
670
Creative Financial Designs
Indiana
$328K +$291K +3,365 +792%
EH
671
Equitable Holdings
New York
$325K +$325K +3,754 New
KWM
672
Kingsview Wealth Management
Oregon
$324K +$324K +3,744 New
LWM
673
Liberty Wealth Management
California
$324K +$324K +3,756 New
SPIA
674
Steward Partners Investment Advisory
New York
$322K +$62.1K +717 +24%
PWMG
675
Prestige Wealth Management Group
New Jersey
$319K +$319K +3,688 New
25 26
27
28 29