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292 hedge funds and large institutions have $9.2B invested in Vertiv in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

34,891% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $65K

41% more capital invested

Capital invested by funds: $6.53B → $9.2B (+$2.67B)

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

5% more funds holding

Funds holding: 277292 (+15)

2.71% more ownership

Funds ownership: 92.9%95.62% (+2.7%)

Holders
292
Holders Change
+15
Holders Change %
+5.42%
% of All Funds
5.08%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
63
Increased
108
Reduced
85
Closed
45
Calls
$22.7M
Puts
$65K
Net Calls
+$22.7M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$29.9M +$5.28M +220,876 +25%
RG
52
Renaissance Group
Kentucky
$29.9M +$26.2M +1,094,143 New
BSA
53
Braun Stacey Associates
New York
$26M +$792K +33,111 +4%
NAM
54
Nissay Asset Management
Japan
$23.3M -$1.19M -49,964 -6%
MPIA
55
Mountain Pacific Investment Advisers
Idaho
$21.3M +$5.41M +226,460 +41%
Wells Fargo
56
Wells Fargo
California
$19.4M -$12.2M -509,162 -42%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.3M +$823K +34,416 +5%
WMSA
58
Weiss Multi-Strategy Advisers
New York
$19.1M -$30.3M -1,266,183 -64%
Amundi
59
Amundi
France
$19M +$16.6M +696,091 New
Russell Investments Group
60
Russell Investments Group
United Kingdom
$18.7M +$15.8M +660,736 +2,422%
Impax Asset Management Group
61
Impax Asset Management Group
United Kingdom
$18.5M +$633K +26,461 +4%
KCM
62
Kingdon Capital Management
New York
$18.3M -$11.2M -466,450 -41%
RIG
63
Roosevelt Investment Group
New York
$18.2M +$9.37M +391,975 +143%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$17.1M +$1.13M +47,075 +8%
Citigroup
65
Citigroup
New York
$15.9M +$12.7M +529,396 +1,014%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$15.7M -$34.9M -1,460,543 -72%
TCM
67
Thames Capital Management
New Jersey
$15.6M
Twin Tree Management
68
Twin Tree Management
Texas
$15.6M +$7.63M +319,305 +126%
ZIG
69
Zuckerman Investment Group
Illinois
$15.5M +$56.3K +2,354 +0.4%
Swiss National Bank
70
Swiss National Bank
Switzerland
$15.4M +$961K +40,200 +8%
Man Group
71
Man Group
United Kingdom
$15M -$13M -544,771 -50%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$14.3M +$5.99M +250,477 +91%
SEI Investments
73
SEI Investments
Pennsylvania
$13.8M +$754K +31,535 +7%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$13.4M +$1.53M +64,100 +15%
MAM
75
Majedie Asset Management
United Kingdom
$13.1M +$1.58M +65,890 +16%

VRT Hedge Fund Activity: Q2 2021 in Review

292 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2021, worth a combined $9.2B — up 41% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VRT positions and 45 closed out — a net gain of 18 holders — while 108 added to existing stakes and 85 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $225M. The largest seller was UBS AM, cutting an estimated $121M.

  • 292 institutional investors held Vertiv (VRT) as of Q2 2021, up from 277 in Q1 2021.
  • Funds reported $9.2B of Vertiv stock for Q2 2021, up 41% quarter-over-quarter.
  • 63 funds opened new Vertiv positions in Q2 2021 and 45 closed out, a net change of +18 holders.
  • The largest Vertiv buyer in Q2 2021 was Victory Capital Management, an estimated $225M added.
  • The largest Vertiv seller in Q2 2021 was UBS AM, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.