VRT icon

Vertiv
VRT

Overview Fund Activity

895 hedge funds and large institutions have $26.9B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 342 increasing their positions, 264 reducing their positions, and 76 closing their positions.

Holders
895
Holders Change
+143
Holders Change %
+19.02%
% of All Funds
13.02%
Holding in Top 10
43
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.12%
% of All Funds
0.63%
New
229
Increased
342
Reduced
264
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
2
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
4
Bank of America
North Carolina
$480M
5
AI
5
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
3
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
5
Holocene Advisors
New York
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
751
LRI Investments
Florida
$195K 2,254 +2,254 New
GM
752
GeoWealth Management
Illinois
$195K 2,249 +2,249 New
ACA
753
Atlas Capital Advisors
Wyoming
$188K 2,174 -400 -16%
PA
754
Parallel Advisors
California
$188K 2,171 +1,632 +303%
GRP
755
Global Retirement Partners
California
$186K 2,149 +1,363 +173%
EWA
756
EverSource Wealth Advisors
Alabama
$178K 2,261 -2,349 -51%
CA
757
Clearstead Advisors
Ohio
$161K 1,860 +435 +31%
LOIM
758
Liberty One Investment Management
Illinois
$157K 1,810 -1,295 -42%
IAIM
759
International Assets Investment Management
Florida
$156K 1,801 +1,801 New
PTC
760
Private Trust Company
Ohio
$153K 1,762 +1,525 +643%
IA
761
IFP Advisors
Florida
$145K 1,677 +1,293 +337%
NRG
762
Nemes Rush Group
Michigan
$144K 1,663 +1,049 +171%
A
763
AlphaQuest
New York
$137K 1,581 +1,566 +10,440%
CWC
764
Carolinas Wealth Consulting
North Carolina
$126K 1,451 +1 +0.1%
C
765
Covestor
United Kingdom
$122K 1,406 -420 -23%
AA
766
AlphaCentric Advisors
Puerto Rico
$122K 1,409 +16 +1%
IWA
767
Icon Wealth Advisors
Texas
$121K 1,538 +1,538 New
T
768
Tidemark
California
$120K 1,385 – –
OIA
769
Optimum Investment Advisors
Illinois
$117K 1,350 +1,200 +800%
PS
770
Principal Securities
Iowa
$113K 1,300 +352 +37%
FCT
771
First Community Trust
Iowa
$112K 1,290 – –
EMFAT
772
Emerald Mutual Fund Advisers Trust
Pennsylvania
$107K 1,236 +1,236 New
CTA
773
Colonial Trust Advisors
South Carolina
$104K 1,201 +1 +0.1%
RIL
774
Rothschild Investment LLC
Illinois
$101K 1,164 +663 +132%
HIA
775
Harbor Investment Advisory
Maryland
$99.7K 1,152 +152 +15%
29 30
31
32 33