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Vertiv
VRT

760 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 59

66% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $679M

62% more funds holding in top 10

Funds holding in top 10: 37 → 60 (+23)

50% more capital invested

Capital invested by funds: $16.7B → $25.2B (+$8.44B)

30% more funds holding

Funds holding: 583 → 760 (+177)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

10.47% less ownership

Funds ownership: 91.2% → 80.73% (-10%)

Holders
760
Holders Change
+177
Holders Change %
+30.36%
% of All Funds
10.95%
Holding in Top 10
60
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+62.16%
% of All Funds
0.86%
New
244
Increased
239
Reduced
233
Closed
59
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
TA
Trivest Advisors
Hong Kong
+$141M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
CHP
Castle Hook Partners
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$863M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$597M
3
PEA
Platinum Equity Advisors
California
-$382M
4
Coatue Management
Coatue Management
New York
-$287M
5
Morgan Stanley
Morgan Stanley
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
Adage Capital Partners
776
Adage Capital Partners
Massachusetts
– -$4.44M -92,533 Closed
PI
777
PEAK6 Investments
Illinois
– -$5.36M -85,337 Closed
JC
778
Jetstream Capital
Tennessee
– -$4.03M -84,000 Closed
WCA
779
Waratah Capital Advisors
Ontario, Canada
– -$3.94M -82,072 Closed
DKCM
780
Davidson Kempner Capital Management
New York
– -$3.6M -75,000 Closed
CSCSIM
781
Clear Sky Carbon Solutions Investment Management
Texas
– -$2.63M -54,658 Closed
DA
782
Duality Advisers
Florida
– -$2.58M -53,813 Closed
SEC
783
Seven Eight Capital
New York
– -$2.38M -49,622 Closed
GCM
784
Gunderson Capital Management
South Carolina
– -$2.1M -43,745 Closed
PRC
785
Pearl River Capital
Michigan
– -$1.64M -34,066 Closed
EP
786
Edgestream Partners
New Jersey
– -$1.37M -28,458 Closed
OPERF
787
Oregon Public Employees Retirement Fund
Oregon
– -$1.35M -28,100 Closed
RFM
788
Royal Fund Management
Florida
– -$1.34M -27,919 Closed
AWM
789
AE Wealth Management
Kansas
– -$1.39M -25,925 Closed
GCM
790
Graham Capital Management
Connecticut
– -$1.15M -23,956 Closed
SCM
791
Soros Capital Management
New York
– -$1.11M -23,069 Closed
JCA
792
Jade Capital Advisors
New Jersey
– -$961K -20,000 Closed
ADIM
793
Alpha DNA Investment Management
Maryland
– -$864K -17,999 Closed
M1FG
794
Mach-1 Financial Group
Arkansas
– -$805K -16,766 Closed
OTL
795
Oak Thistle LLC
New York
– -$789K -16,422 Closed
MA
796
Mosaic Advisors
Texas
– -$691K -14,379 Closed
SFI
797
Susquehanna Fundamental Investments
Pennsylvania
– -$636K -13,240 Closed
FRM
798
Fox Run Management
Connecticut
– -$526K -10,948 Closed
GCM
799
Greenland Capital Management
New York
– -$480K -10,000 Closed
Hudson Bay Capital Management
800
Hudson Bay Capital Management
Connecticut
– -$480K -10,000 Closed
29 30 31
32
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VRT Hedge Fund Activity: Q1 2024 in Review

760 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 50% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new VRT positions and 59 closed out — a net gain of 185 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.

  • 760 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
  • Funds reported $25.2B of Vertiv stock for Q1 2024, up 50% quarter-over-quarter.
  • 244 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +185 holders.
  • The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
  • The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.

Based on aggregated 13F filings for Q1 2024.