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 %
AFA
676
Arlington Financial Advisors
California
$512K +$149K +1,500 +41%
KWA
677
Kingswood Wealth Advisors
California
$504K -$569K -5,723 -53%
OTL
678
Oak Thistle LLC
New York
$504K +$504K +5,062 New
RWPA
679
Richard W. Paul & Associates
Michigan
$501K -$168K -1,693 -25%
ACM
680
Advent Capital Management
New York
$497K +$497K +5,000 New
CAL
681
Capital Analysts LLC
Pennsylvania
$497K +$497K +5,000 New
TC
682
TownSquare Capital
Utah
$496K +$63.9K +642 +15%
PP
683
Paloma Partners
Connecticut
$495K +$495K +4,975 New
JCFM
684
JBR Co Financial Management
Oklahoma
$494K +$205K +2,064 +71%
Nomura Holdings
685
Nomura Holdings
Japan
$488K -$5.63M -56,626 -92%
DC
686
Diametric Capital
Massachusetts
$487K +$487K +4,898 New
IAS
687
Insigneo Advisory Services
Florida
$486K +$486K +4,887 New
YCM
688
Yousif Capital Management
Michigan
$484K +$6.96K +70 +1%
NAM
689
NorthCrest Asset Manangement
Minnesota
$483K +$92.5K +930 +24%
FFA
690
Farther Finance Advisors
California
$480K +$91.1K +916 +23%
FHA
691
First Horizon Advisors
Tennessee
$478K +$116K +1,166 +32%
FSA
692
Financial Sense Advisors
California
$478K +$478K +4,802 New
PWS
693
Precision Wealth Strategies
Missouri
$475K +$16.4K +165 +4%
PF
694
Phoenix Financial
Israel
$473K +$90.8K +911 +24%
AG
695
AlTi Global
New York
$468K
MA
696
MONECO Advisors
Connecticut
$467K +$60.7K +610 +15%
SWM
697
Segment Wealth Management
Texas
$465K
HFS
698
Hantz Financial Services
Michigan
$464K -$50.5K -508 -10%
KPWS
699
Kestra Private Wealth Services
Texas
$459K +$20.4K +198 +5%
MGP
700
Metis Global Partners
California
$458K -$284K -2,850 -38%