1,184 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+178
Holders Change %
+17.69%
% of All Funds
15.76%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
369
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
726
Arete Wealth Advisors
Illinois
$614K -$65K -571 -10%
EA
727
Emerald Advisers
Pennsylvania
$612K -$475K -4,184 -44%
PCA
728
Pallas Capital Advisors
Massachusetts
$611K +$25.7K +226 +4%
SFG
729
Sovereign Financial Group
Connecticut
$598K -$2.5K -22 -0.4%
CMBA
730
C.M. Bidwell & Associates
Hawaii
$597K -$7.04K -62 -1%
VWM
731
Venturi Wealth Management
Texas
$596K +$520K +4,575 +684%
CA
732
Claro Advisors
Massachusetts
$589K +$3.41K +30 +0.6%
MWM
733
Mission Wealth Management
California
$588K +$175K +1,543 +42%
AC
734
Aristeia Capital
Connecticut
$587K +$587K +5,164 New
DWM
735
Dynasty Wealth Management
Florida
$586K -$27.3K -240 -4%
IAS
736
Insigneo Advisory Services
Florida
$585K +$30.1K +265 +5%
AFA
737
Arlington Financial Advisors
California
$585K
PS
738
Principal Securities
Iowa
$583K +$242K +2,131 +71%
QC
739
Quantessence Capital
New York
$582K +$582K +5,124 New
NAM
740
NorthCrest Asset Manangement
Minnesota
$580K +$28.4K +250 +5%
PWS
741
Precision Wealth Strategies
Missouri
$577K +$34.5K +304 +6%
CPIG
742
Chicago Partners Investment Group
Illinois
$574K +$103K +800 +22%
CM
743
Churchill Management
California
$570K -$35.2K -310 -6%
PCM
744
Polymer Capital Management
New York
$568K +$568K +5,000 New
SCM
745
Shelton Capital Management
Colorado
$568K +$568K +5,000 New
CAL
746
Capital Analysts LLC
Pennsylvania
$568K
SRL
747
Scientech Research LLC
New Jersey
$564K +$311K +2,735 +122%
DAS
748
Diversify Advisory Services
Utah
$564K +$564K +4,377 New
MGP
749
Metis Global Partners
California
$560K +$37.4K +329 +7%
RWPA
750
Richard W. Paul & Associates
Michigan
$559K -$13.1K -115 -2%