753 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+177
Holders Change %
+30.73%
% of All Funds
10.92%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
242
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity International
701
Fidelity International
Bermuda
$11.9K +$1.63K +20 +16%
VAG
702
VisionPoint Advisory Group
Texas
$11.8K
TPCW
703
TD Private Client Wealth
New York
$10.6K -$5.96K -73 -36%
First Manhattan
704
First Manhattan
New York
$10.6K +$10.6K +130 New
MHR
705
Matthew Hamilton Rosenberg
$10.2K
HWM
706
HighMark Wealth Management
Minnesota
$9.39K +$9.39K +115 New
LAM
707
Lummis Asset Management
Texas
$9.15K
JWA
708
JFS Wealth Advisors
Pennsylvania
$7.35K
MG
709
Mather Group
Illinois
$7.25K +$7.25K +151 New
RFA
710
Register Financial Advisors
Georgia
$6.94K +$6.94K +85 New
FWM
711
FSA Wealth Management
Massachusetts
$6.78K
NMM
712
Naples Money Management
Florida
$6.13K +$6.13K +75 New
CAL
713
Capital Advisors Ltd
Ohio
$6K +$532 +7 +10%
FMTCOCP
714
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K +$6K +79 New
LFG
715
Larson Financial Group
Missouri
$5.88K +$5.88K +72 New
SAM
716
Smartleaf Asset Management
Massachusetts
$5.02K +$5.02K +62 New
Kayne Anderson Rudnick Investment Management
717
Kayne Anderson Rudnick Investment Management
California
$4.98K +$1.88K +23 +61%
WTA
718
Washington Trust Advisors
Massachusetts
$4.77K -$822 -10 -15%
MAM
719
Meeder Asset Management
Ohio
$4.74K +$4.74K +58 New
HNB
720
Hilltop National Bank
Wyoming
$4.08K +$4.08K +50 New
FFA
721
Frazier Financial Advisors
Ohio
$4K +$4K +49 New
AW
722
Avion Wealth
Texas
$4K +$1.5K +15 +60%
TCM
723
Tradewinds Capital Management
Washington
$3.35K +$3.35K +41 New
SHIM
724
Stone House Investment Management
Pennsylvania
$3.27K +$3.27K +40 New
SIC
725
SJS Investment Consulting
Ohio
$3.19K