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Vertiv
VRT

153 hedge funds and large institutions have $3.94B invested in Vertiv in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

88% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.61M

75% more capital invested

Capital invested by funds: $2.26B → $3.94B (+$1.68B)

51% more funds holding

Funds holding: 101 → 153 (+52)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

9.08% more ownership

Funds ownership: 79.39% → 88.47% (+9.1%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

Holders
153
Holders Change
+52
Holders Change %
+51.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.27%
New
75
Increased
33
Reduced
31
Closed
22
Calls
$3.02M
Puts
$1.61M
Net Calls
+$1.42M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$166M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$24.5M
5
State Street
State Street
Massachusetts
+$23.1M

Top Sellers

1
MMC
Mizuho Markets Cayman
Cayman Islands
-$85.9M
2
EC
Eminence Capital
New York
-$58.8M
3
LCM
Lomas Capital Management
New York
-$41.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$6.04M +$3.5M +300,331 +207%
GECH
52
Garnet Equity Capital Holdings
New York
$5.89M – – –
Impax Asset Management Group
53
Impax Asset Management Group
United Kingdom
$5.08M – – –
Millennium Management
54
Millennium Management
New York
$4.91M -$1.84M -158,125 -30%
KA
55
Kerrisdale Advisers
Florida
$4.75M +$4.08M +350,000 New
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.65M +$4M +343,064 New
AI
57
Atom Investors
Texas
$4.45M -$3.26M -279,574 -46%
Morgan Stanley
58
Morgan Stanley
New York
$4.3M +$97.4K +8,365 +3%
Man Group
59
Man Group
United Kingdom
$4.04M +$3.47M +298,127 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$3.92M +$3.37M +289,000 New
Point72 Asset Management
61
Point72 Asset Management
Connecticut
$3.43M +$2.95M +253,100 New
OCA
62
Otter Creek Advisors
Florida
$3.34M +$2.87M +246,475 New
Invesco
63
Invesco
Georgia
$3.23M +$2.78M +238,274 New
JCA
64
Jade Capital Advisors
New Jersey
$3.15M +$2.13M +182,500 +365%
Marshall Wace
65
Marshall Wace
United Kingdom
$3.1M -$1.1M -94,319 -29%
SAM
66
Sandell Asset Management
New York
$2.98M – – –
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$2.86M +$2.45M +210,638 New
UBS AM
68
UBS AM
Illinois
$2.73M +$2.34M +201,009 New
RA
69
Royce & Associates
New York
$2.71M – – –
SEI Investments
70
SEI Investments
Pennsylvania
$2.67M +$460K +39,494 +25%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$2.42M +$2.08M +178,407 New
TCM
72
Thames Capital Management
New Jersey
$2.33M – – –
Natixis Advisors
73
Natixis Advisors
Massachusetts
$2.12M +$1.82M +156,645 New
TG
74
TCW Group
California
$2.05M +$1.42K +122 +0.1%
CSS
75
Cubist Systematic Strategies
Connecticut
$2.02M +$1.74M +149,255 New
1 2
3
4 5

VRT Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2020, worth a combined $3.94B — up 75% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRT positions and 22 closed out — a net gain of 53 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Mizuho Markets Cayman, cutting an estimated $85.9M.

  • 153 institutional investors held Vertiv (VRT) as of Q2 2020, up from 101 in Q1 2020.
  • Funds reported $3.94B of Vertiv stock for Q2 2020, up 75% quarter-over-quarter.
  • 75 funds opened new Vertiv positions in Q2 2020 and 22 closed out, a net change of +53 holders.
  • The largest Vertiv buyer in Q2 2020 was BlackRock, an estimated $190M added.
  • The largest Vertiv seller in Q2 2020 was Mizuho Markets Cayman, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2020.