We are live on ! Find out more
VRT icon

Vertiv
VRT

77 hedge funds and large institutions have $575M invested in Vertiv in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

61% more capital invested

Capital invested by funds: $356M → $575M (+$218M)

57% more funds holding

Funds holding: 49 → 77 (+28)

25.97% more ownership

Funds ownership: 50.65% → 76.62% (+26%)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
77
Holders Change
+28
Holders Change %
+57.14%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
39
Increased
13
Reduced
13
Closed
11
Calls
$6.44M
Puts
–
Net Calls
+$6.44M
Net Calls Change
+$839K

Top Buyers

Rank Fund Capital Flow
1
BC
Brahman Capital
New York
+$31.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$28.2M
3
LWCA
Locust Wood Capital Advisers
New York
+$22.7M
4
RCM
Ratan Capital Management
Florida
+$20.9M
5
BAMCO Inc
BAMCO Inc
New York
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
GL
Governors Lane
New York
-$36.5M
2
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$15.3M
3
MCM
Moore Capital Management
New York
-$15.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.6M
5
FIG
Fortress Investment Group
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2.16M +$2.04M +194,975 +39,791%
WMSA
52
Weiss Multi-Strategy Advisers
New York
$1.78M +$1.69M +161,466 New
AA
53
AQR Arbitrage
Connecticut
$1.66M -$4.18M -399,902 -73%
NCL
54
Nishkama Capital LLC
Puerto Rico
$1.63M +$1.55M +148,000 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.53M +$155K +14,871 +12%
AGM
56
Alpine Global Management
New York
$1.27M +$1.2M +115,000 New
MTCM
57
Mint Tower Capital Management
Netherlands
$1.1M – – –
CIM
58
Cowen Investment Management
New York
$1.1M +$1.04M +100,000 New
DAM
59
Deltec Asset Management
New York
$1.1M – – –
TCM
60
Thames Capital Management
New Jersey
$815K +$772K +73,900 New
WRBC
61
W.R. Berkley Corp
Connecticut
$695K -$2.95M -282,667 -82%
AGC
62
Angelo Gordon & Co
New York
$552K +$522K +50,000 New
WJWM
63
Williams Jones Wealth Management
New York
$502K +$475K +45,500 New
Walleye Trading
64
Walleye Trading
New York
$418K -$806K -77,179 -67%
FIA
65
FNY Investment Advisers
New York
$270K +$240K +23,018 +1,553%
PCM
66
Palisade Capital Management
New Jersey
$226K +$214K +20,500 New
GI
67
GAMCO Investors
Connecticut
$221K – – –
KPF
68
K2 Principal Fund
Ontario, Canada
$181K -$2.42M -231,602 -93%
LCS
69
Levin Capital Strategies
New York
$179K – – –
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$152K +$13.4K +1,282 +10%
ECG
71
Edge Capital Group
Georgia
$132K +$125K +12,000 New
CS
72
Credit Suisse
Switzerland
$116K +$110K +10,500 New
BCM
73
Basso Capital Management
Connecticut
$107K -$180K -17,231 -64%
SQA
74
Simon Quick Advisors
New Jersey
$31K +$29.2K +2,796 New
Morgan Stanley
75
Morgan Stanley
New York
$13K -$1.04M -99,455 -99%
1 2
3
4

VRT Hedge Fund Activity: Q4 2019 in Review

77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2019, worth a combined $575M — up 61% from $356M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VRT positions and 11 closed out — a net gain of 28 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Brahman Capital, opening a new position worth an estimated $31.3M. The largest seller was Governors Lane, exiting entirely with an estimated $36.5M sold.

  • 77 institutional investors held Vertiv (VRT) as of Q4 2019, up from 49 in Q3 2019.
  • Funds reported $575M of Vertiv stock for Q4 2019, up 61% quarter-over-quarter.
  • 39 funds opened new Vertiv positions in Q4 2019 and 11 closed out, a net change of +28 holders.
  • The largest Vertiv buyer in Q4 2019 was Brahman Capital, an estimated $31.3M added.
  • The largest Vertiv seller in Q4 2019 was Governors Lane, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2019.