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Vertiv
VRT

Overview Fund Activity

753 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+177
Holders Change %
+30.73%
% of All Funds
10.92%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
242
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

1
BlackRock
BlackRock
New York
$2.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$390M
3
TA
Trivest Advisors
Hong Kong
$190M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.75B
5
CHP
Castle Hook Partners
New York
$136M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.89B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B
3
PEA
Platinum Equity Advisors
California
$0
4
Coatue Management
Coatue Management
New York
$755M
5
Morgan Stanley
Morgan Stanley
New York
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
726
Valley National Advisers
Pennsylvania
$3K +$667 +10 +29%
FGAM
727
Financial Gravity Asset Management
Texas
$2.75K +$2.75K +34 New
SC
728
SouthState Corp
Florida
$2.7K +$2.7K +33 New
FCAS
729
First Command Advisory Services
Texas
$2.65K +$2.65K +55 New
S
730
Sachetta
Massachusetts
$2.35K – – –
WWP
731
WR Wealth Planners
Missouri
$2.12K +$2.12K +26 New
WPA
732
West Paces Advisors
Georgia
$2.04K +$2.04K +25 New
CG
733
Cutler Group
California
$2K +$2K +30 New
SIC
734
Salem Investment Counselors
North Carolina
$1.88K +$1.88K +23 New
PFBT
735
Parkside Financial Bank & Trust
Missouri
$1.8K +$1.47K +18 +450%
DFC
736
DB Fitzpatrick & Co
Idaho
$1.8K +$1.8K +22 New
TFA
737
Toth Financial Advisory
Virginia
$1.63K -$1.63K -20 -50%
DPW
738
DiNuzzo Private Wealth
Pennsylvania
$1.63K – – –
AF
739
Advisornet Financial
Minnesota
$1.63K -$1.8K -22 -52%
A
740
AlphaQuest
New York
$1.23K +$1.23K +15 New
IFAM
741
Institutional & Family Asset Management
Colorado
$1.14K +$1.14K +14 New
FPF
742
First Pacific Financial
Washington
$899 +$245 +3 +38%
TWD
743
True Wealth Design
Ohio
$817 +$327 +4 +67%
FFWM
744
Future Financial Wealth Management
Ohio
$817 +$817 +10 New
RAM
745
Riggs Asset Management
Pennsylvania
$817 +$817 +10 New
MAWCM
746
Mine & Arao Wealth Creation & Management
California
$654 +$654 +8 New
OWA
747
Opal Wealth Advisors
New York
$654 +$654 +8 New
AP
748
Aspect Partners
Virginia
$490 +$490 +6 New
CPG
749
Cornerstone Planning Group
New Jersey
$466 – – –
GWSG
750
GPS Wealth Strategies Group
Colorado
$327 +$327 +4 New
28 29
30
31 32