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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 %
PWMG
676
Prestige Wealth Management Group
New Jersey
$319K +$319K +3,688 New
AFA
677
Arlington Financial Advisors
California
$316K +$316K +3,650 New
FHA
678
First Horizon Advisors
Tennessee
$315K +$44.2K +511 +16%
OAM
679
Ostrum Asset Management
France
$314K -$24.5K -283 -7%
WC
680
Wexford Capital
Florida
$310K +$310K +3,578 New
SOAMC
681
Spirit of America Management Corp
New York
$307K +$307K +3,550 New
FSA
682
Fort Sheridan Advisors
Illinois
$305K +$305K +3,525 New
HFAS
683
Hummer Financial Advisory Services
Illinois
$303K – – –
AFG
684
Atomi Financial Group
New York
$302K +$519 +6 +0.2%
CIC
685
Carnegie Investment Counsel
Ohio
$302K +$302K +3,489 New
CT
686
ClearAlpha Technologies
Connecticut
$299K +$299K +3,454 New
WA
687
Waverly Advisors
Alabama
$294K +$294K +3,397 New
BC
688
Bridgefront Capital
Texas
$289K +$289K +3,339 New
PWM
689
Prosperity Wealth Management
California
$287K +$23.6K +273 +9%
GCM
690
Graham Capital Management
Connecticut
$286K +$286K +3,300 New
SW
691
SteelPeak Wealth
California
$285K +$285K +3,289 New
MFG
692
Merit Financial Group
Georgia
$284K +$284K +3,284 New
FRA
693
Frank Rimerman Advisors
California
$282K +$282K +3,261 New
Lido Advisors
694
Lido Advisors
California
$280K +$47.5K +549 +20%
MWM
695
Mission Wealth Management
California
$277K +$277K +3,200 New
HI
696
Hudock Inc
Pennsylvania
$275K +$275K +3,176 New
SP
697
Systematic Portfolios
New York
$275K -$389K -4,492 -59%
MA
698
Mutual Advisors
Nebraska
$274K +$274K +3,512 New
QPW
699
Quantum Private Wealth
Florida
$270K +$270K +3,122 New
Jones Financial Companies
700
Jones Financial Companies
Missouri
$269K +$269K +3,110 New
26 27
28
29 30