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 %
YCM
751
Yousif Capital Management
Michigan
$555K +$2.27K +20 +0.4%
FIM
752
Freedom Investment Management
Connecticut
$554K -$188K -1,657 -25%
SWM
753
Segment Wealth Management
Texas
$550K +$19.3K +170 +4%
GIA
754
Gladstone Institutional Advisory
Florida
$549K -$195K -1,720 -26%
PA
755
Parallel Advisors
California
$549K +$163K +1,437 +42%
JCFM
756
JBR Co Financial Management
Oklahoma
$546K -$17.4K -153 -3%
AWM
757
Avior Wealth Management
Nebraska
$544K -$46.4K -408 -8%
DADC
758
D.A. Davidson & Co
Montana
$544K +$30.1K +265 +6%
HA
759
Huntleigh Advisors
Missouri
$541K +$541K +4,762 New
RS
760
Rakuten Securities
Japan
$540K -$1.63M -14,352 -75%
NIM
761
NEOS Investment Management
Connecticut
$539K +$539K +4,740 New
CG
762
Caprock Group
Idaho
$535K +$67.8K +597 +15%
AG
763
AlTi Global
New York
$534K
FHA
764
First Horizon Advisors
Tennessee
$533K -$13K -114 -2%
DIM
765
Delta Investment Management
California
$526K +$36.7K +323 +7%
PCM
766
Presidio Capital Management
California
$525K +$34.1K +300 +7%
JPMIA
767
J.P. Marvel Investment Advisors
Massachusetts
$523K
SB
768
SIG Brokerage
New York
$522K +$522K +4,598 New
AMCA
769
Arthur M. Cohen & Associates
Illinois
$514K +$514K +4,525 New
QI
770
Qtron Investments
Massachusetts
$512K -$195K -1,714 -28%
HWM
771
HB Wealth Management
Georgia
$511K +$60K +528 +13%
MAS
772
Meeder Advisory Services
Ohio
$511K +$200K +1,763 +64%
MMA
773
Mizuho Markets Americas
New York
$507K
FBT
774
First Bankers Trust
Kentucky
$505K -$8.52K -75 -2%
TE
775
Tema ETFs
New York
$503K +$503K +4,424 New