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 %
JPMIA
701
J.P. Marvel Investment Advisors
Massachusetts
$458K
VCP
702
Verus Capital Partners
Arizona
$458K -$50K -503 -10%
ETC
703
Exchange Traded Concepts
Oklahoma
$456K -$4.62M -46,409 -91%
AAM
704
Azzad Asset Management
Virginia
$456K +$456K +4,585 New
FBT
705
First Bankers Trust
Kentucky
$450K +$450K +4,524 New
DADC
706
D.A. Davidson & Co
Montana
$450K -$288K -2,897 -39%
VT
707
Vise Technologies
New York
$444K +$158K +1,588 +55%
MMA
708
Mizuho Markets Americas
New York
$444K +$444K +4,461 New
KeyBank National Association
709
KeyBank National Association
Ohio
$436K +$45.4K +456 +12%
DAS
710
Dynamic Advisor Solutions
Arizona
$436K +$436K +4,379 New
TPA
711
Trivium Point Advisory
Connecticut
$434K +$434K +3,484 New
PCM
712
Presidio Capital Management
California
$430K +$430K +4,325 New
LFAS
713
Level Four Advisory Services
Texas
$430K -$118K -1,083 -22%
PPW
714
Parcion Private Wealth
Washington
$429K +$429K +4,310 New
DIM
715
Delta Investment Management
California
$429K -$42.5K -427 -9%
TDC
716
Thompson Davis & Co
Virginia
$428K -$24.9K -250 -5%
EWA
717
EP Wealth Advisors
California
$426K +$129K +1,294 +43%
NRD
718
Nebula Research & Development
New York
$422K -$839K -8,431 -67%
AAP
719
Arax Advisory Partners
Colorado
$419K +$8.95K +90 +2%
A
720
Allianz
Germany
$418K +$418K +4,200 New
ALAM
721
Asahi Life Asset Management
Japan
$417K +$22.9K +230 +6%
PL
722
Plancorp LLC
Missouri
$410K +$410K +4,117 New
CG
723
Caprock Group
Idaho
$409K +$409K +4,109 New
AA
724
ALPS Advisors
Colorado
$407K -$106K -1,064 -21%
FTDI
725
First Trust Direct Indexing
Massachusetts
$406K +$130K +1,310 +47%