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 %
AWA
651
Arkadios Wealth Advisors
Georgia
$568K +$78.3K +787 +16%
PCA
652
Pallas Capital Advisors
Massachusetts
$567K -$235K -2,137 -29%
SGCA
653
Steel Grove Capital Advisors
Tennessee
$566K +$73.8K +750 +15%
SI
654
Stephens Inc
Arkansas
$565K -$881K -8,859 -61%
SCA
655
Snowden Capital Advisors
New York
$560K -$245K -2,466 -30%
TWC
656
TD Waterhouse Canada
Ontario, Canada
$557K +$59K +605 +12%
LSAG
657
Lake Street Advisors Group
New Hampshire
$557K +$45.7K +459 +9%
EF
658
Empowered Funds
Pennsylvania
$547K +$33.3K +335 +6%
VC
659
Veracity Capital
Georgia
$541K +$541K +5,440 New
QPW
660
Quantum Private Wealth
Florida
$541K +$230K +2,316 +74%
PA
661
Procyon Advisors
Connecticut
$539K +$539K +5,422 New
DWM
662
Dynasty Wealth Management
Florida
$537K -$27K -271 -5%
PFA
663
Petra Financial Advisors
Colorado
$533K -$289K -2,908 -35%
CM
664
Churchill Management
California
$530K -$43.2K -434 -8%
CMBA
665
C.M. Bidwell & Associates
Hawaii
$529K -$9.55K -96 -2%
CCM
666
Coldstream Capital Management
Washington
$528K +$48.2K +468 +10%
SFG
667
Sovereign Financial Group
Connecticut
$526K -$176K -1,774 -25%
Focus Partners Wealth
668
Focus Partners Wealth
Massachusetts
$520K -$314K -3,156 -38%
TRCT
669
Tower Research Capital (TRC)
New York
$519K -$1.06M -10,637 -67%
AG
670
Algert Global
California
$518K +$518K +5,211 New
AWM
671
Avior Wealth Management
Nebraska
$517K -$360K -3,620 -41%
HH
672
Hilltop Holdings
Texas
$516K +$516K +5,187 New
WG
673
Winton Group
United Kingdom
$514K +$118K +1,186 +30%
AC
674
AXQ Capital
New Jersey
$513K -$1.31M -13,192 -72%
CA
675
Claro Advisors
Massachusetts
$513K +$219K +2,197 +74%