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
15.76%
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 %
SCA
676
Snowden Capital Advisors
New York
$797K +$157K +1,384 +25%
SMH
677
Sanders Morris Harris
Texas
$795K
HH
678
Hilltop Holdings
Texas
$792K +$203K +1,785 +34%
PWM
679
Prosperity Wealth Management
California
$786K -$180K -1,587 -19%
WSFS
680
Wilmington Savings Fund Society
Delaware
$782K +$115K +1,016 +17%
SW
681
SteelPeak Wealth
California
$774K -$594K -5,225 -43%
UM
682
UniSuper Management
Australia
$773K -$170K -1,500 -18%
PWS
683
Peterson Wealth Services
Utah
$771K +$771K +6,788 New
MC
684
Moors & Cabot
Massachusetts
$768K +$59.9K +527 +8%
WIM
685
WealthPlan Investment Management
Nebraska
$767K +$30.6K +269 +4%
FF
686
Friedenthal Financial
New Jersey
$766K +$766K +6,746 New
LS
687
Livforsakringsbolaget Skandia
Sweden
$764K +$454K +4,000 +147%
WIS
688
Wright Investors Service
Connecticut
$759K -$67.3K -592 -8%
HIM
689
Hillsdale Investment Management
Ontario, Canada
$756K -$265K -2,330 -26%
SWA
690
Sax Wealth Advisors
New Jersey
$753K -$64K -563 -8%
CF
691
Corebridge Financial
Texas
$750K -$31.1K -274 -4%
MWM
692
Mosley Wealth Management
California
$743K -$5.3K -48 -0.7%
CCM
693
Coldstream Capital Management
Washington
$732K +$149K +1,309 +25%
MFG
694
Merit Financial Group
Georgia
$730K +$730K +6,422 New
GI
695
GLOBALT Investments
Georgia
$718K -$2.39K -21 -0.3%
DTL
696
Dynamic Technology Lab
Singapore
$718K +$718K +6,320 New
NRD
697
Nebula Research & Development
New York
$716K +$234K +2,056 +48%
QWM
698
Quadcap Wealth Management
Texas
$715K -$39.1K -344 -5%
WCAMG
699
Woodard & Company Asset Management Group
North Carolina
$712K +$712K +6,268 New
AWA
700
Arkadios Wealth Advisors
Georgia
$709K +$60.2K +530 +9%