1,006 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, 414 increasing their positions, 287 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+110
Holders Change %
+12.28%
% of All Funds
14.55%
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
414
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 %
MWM
751
Mission Wealth Management
California
$362K +$43.3K +435 +14%
PWMG
752
Prestige Wealth Management Group
New Jersey
$359K -$7.76K -78 -2%
Lido Advisors
753
Lido Advisors
California
$357K +$34.5K +347 +11%
WA
754
Waddell & Associates
Tennessee
$354K +$354K +3,559 New
NCM
755
Novare Capital Management
North Carolina
$354K +$109K +1,100 +45%
FSA
756
Fort Sheridan Advisors
Illinois
$351K
WA
757
Waverly Advisors
Alabama
$349K +$11.2K +113 +3%
HFAS
758
Hummer Financial Advisory Services
Illinois
$348K
EMAM
759
Encompass More Asset Management
California
$346K +$98.2K +987 +40%
PA
760
Parallel Advisors
California
$338K +$121K +1,221 +56%
KJHP
761
K.J. Harrison & Partners
Ontario, Canada
$336K +$336K +3,000 New
AIM
762
Achmea Investment Management
Netherlands
$335K +$335K +3,360 New
SAG
763
SageView Advisory Group
California
$335K -$94.4K -949 -22%
BCA
764
Bay Colony Advisors
Massachusetts
$330K +$330K +3,313 New
FRA
765
Frank Rimerman Advisors
California
$329K +$4.88K +49 +2%
CA
766
CoreCap Advisors
Michigan
$326K +$262K +2,632 +408%
FAM
767
Formidable Asset Management
Ohio
$325K -$55.8K -561 -15%
NIMI
768
Natixis Investment Managers International
France
$324K +$39.5K +397 +14%
HI
769
Hudock Inc
Pennsylvania
$322K +$6.07K +61 +2%
ISL
770
Ingalls & Snyder LLC
New York
$317K +$317K +3,185 New
KCFA
771
Key Client Fiduciary Advisors
New Jersey
$316K +$316K +3,179 New
SW
772
SkyOak Wealth
Michigan
$315K +$315K +3,165 New
FFN
773
Focus Financial Network
Minnesota
$314K +$314K +3,154 New
CFA
774
Cahill Financial Advisors
Minnesota
$314K -$96.7K -972 -24%
FPAS
775
Focus Partners Advisor Solutions
Missouri
$311K +$311K +3,129 New