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Vertiv
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Overview Fund Activity

895 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, 264 reducing their positions, and 76 closing their positions.

Holders
895
Holders Change
+143
Holders Change %
+19.02%
% of All Funds
13.02%
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
264
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 Market Value Shares Shares
Change 		Shares
Change %
VA
701
Valmark Advisers
Ohio
$266K 3,075 +3,075 New
IC
702
IEQ Capital
California
$266K 3,074 +3,074 New
GWP
703
Gen-Wealth Partners
Michigan
$266K 3,072 – –
GCM
704
Glaxis Capital Management
Florida
$260K 3,000 +3,000 New
SSB
705
Sandy Spring Bank
Maryland
$259K 2,992 +2,797 +1,434%
EWA
706
EP Wealth Advisors
California
$258K 2,984 +2,984 New
IBOK
707
Independence Bank of Kentucky
Kentucky
$257K 2,970 +1,820 +158%
CA
708
Claro Advisors
Massachusetts
$256K 2,958 +2,958 New
DC
709
Davenport & Co
Virginia
$254K 2,939 +2,939 New
AC
710
ASB Consultores
Florida
$253K 2,922 -4,427 -60%
TMAM
711
Tokio Marine Asset Management
Japan
$251K 2,900 +2,900 New
JCFM
712
JBR Co Financial Management
Oklahoma
$251K 2,897 +2,897 New
VT
713
Vise Technologies
New York
$249K 2,879 +57 +2%
NIMI
714
Natixis Investment Managers International
France
$248K 2,860 -1,840 -39%
AIP
715
Almanack Investment Partners
Pennsylvania
$245K 2,827 +2,827 New
LNWWM
716
Laird Norton Wetherby Wealth Management
California
$244K 2,814 +2,814 New
CCA
717
Cadent Capital Advisors
Oklahoma
$242K 2,800 +2,800 New
CGH
718
Crossmark Global Holdings
Texas
$241K 2,794 -37 -1%
OL
719
Optas LLC
Texas
$241K 2,783 -100 -3%
FTDI
720
First Trust Direct Indexing
Massachusetts
$240K 2,774 +2,774 New
IWP
721
Insight Wealth Partners
Texas
$240K 2,773 +2,773 New
ORG
722
Optimist Retirement Group
Washington
$238K 2,753 +8 +0.3%
MAM
723
Meeder Asset Management
Ohio
$238K 2,747 +2,689 +4,636%
BIM
724
Bridges Investment Management
Nebraska
$232K 2,685 +2,685 New
FA
725
FDx Advisors
Illinois
$232K 2,685 -235 -8%
27 28
29
30 31