1,005 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, 413 increasing their positions, 287 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+110
Holders Change %
+12.29%
% of All Funds
14.54%
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
413
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 %
ORI
726
Oak Ridge Investments
Illinois
$405K -$9.35K -94 -2%
CF
727
Centaurus Financial
California
$405K +$405K +4,075 New
CG
728
Cynosure Group
Utah
$404K -$11.9K -120 -3%
LWM
729
Liberty Wealth Management
California
$403K +$29.3K +295 +8%
NFSG
730
Newbridge Financial Services Group
Florida
$402K +$402K +4,042 New
GF
731
Gries Financial
Ohio
$399K -$25.1K -252 -6%
SM
732
Southport Management
Wyoming
$398K +$398K +4,000 New
HWM
733
HB Wealth Management
Georgia
$395K +$137K +1,381 +53%
CPIG
734
Chicago Partners Investment Group
Illinois
$394K +$394K +3,637 New
SFS
735
Sharp Financial Services
Pennsylvania
$393K +$393K +3,955 New
BAM
736
Belpointe Asset Management
Nevada
$390K +$390K +3,917 New
FCA
737
Fortis Capital Advisors
Kansas
$390K +$390K +3,917 New
DWM
738
Darwin Wealth Management
Florida
$388K
SFI
739
Siemens Fonds Invest
Germany
$383K +$383K +3,848 New
AWA
740
Aaron Wealth Advisors
Illinois
$382K +$132K +1,331 +53%
AIP
741
Almanack Investment Partners
Pennsylvania
$378K +$96.8K +973 +34%
EH
742
Equitable Holdings
New York
$375K +$1.09K +11 +0.3%
CI
743
Cigna Investments
Connecticut
$370K -$8.56K -86 -2%
WMA
744
Wealth Management Associates
New Jersey
$370K +$370K +3,718 New
PCMH
745
Polymer Capital Management (HK)
Hong Kong
$368K +$368K +3,700 New
OAM
746
Ostrum Asset Management
France
$366K +$4.48K +45 +1%
FA
747
FDx Advisors
Illinois
$365K +$97.7K +982 +37%
EC
748
EntryPoint Capital
New York
$365K +$365K +3,665 New
KWM
749
Kingsview Wealth Management
Oregon
$364K -$8.95K -90 -2%
MWM
750
Mission Wealth Management
California
$362K +$43.3K +435 +14%