1,005 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, 413 increasing their positions, 287 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+110
Holders Change %
+12.29%
% of All Funds
14.54%
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
413
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 %
AFG
776
Atomi Financial Group
New York
$305K -$42.3K -425 -12%
HFW
777
Horizon Family Wealth
Illinois
$305K +$305K +3,063 New
FB
778
Fulton Bank
Pennsylvania
$304K +$304K +3,051 New
PS
779
Principal Securities
Iowa
$298K +$169K +1,697 +131%
KFA
780
Krane Funds Advisors
New York
$295K +$295K +2,965 New
CGH
781
Crossmark Global Holdings
Texas
$293K +$15.5K +156 +6%
HCM
782
Howard Capital Management
Georgia
$290K +$290K +2,913 New
MGIA
783
Moneta Group Investment Advisors
Missouri
$290K +$290K +2,912 New
BTI
784
Blue Trust Inc
Georgia
$289K +$226K +2,611 +360%
MLL
785
Moody Lynn & Lieberson
Massachusetts
$288K +$288K +2,894 New
DC
786
Davenport & Co
Virginia
$287K -$5.77K -58 -2%
OL
787
Optas LLC
Texas
$285K +$8.26K +83 +3%
CW
788
CreativeOne Wealth
Kansas
$281K -$202K -2,033 -42%
BA
789
Bluesphere Advisors
Pennsylvania
$279K +$279K +2,809 New
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$276K +$276K +2,777 New
MAS
791
Meeder Advisory Services
Ohio
$272K +$272K +2,737 New
GWP
792
Gen-Wealth Partners
Michigan
$272K -$73.8K -656 -21%
LS
793
Livforsakringsbolaget Skandia
Sweden
$271K -$346K -3,479 -56%
SWM
794
Spire Wealth Management
Virginia
$270K -$578K -5,811 -68%
ORG
795
Optimist Retirement Group
Washington
$266K -$7.56K -76 -3%
GM
796
GeoWealth Management
Illinois
$266K +$42.2K +424 +19%
AAM
797
Aureus Asset Management
Massachusetts
$266K +$266K +2,673 New
MSWM
798
McGlone Suttner Wealth Management
Wisconsin
$264K +$264K +2,654 New
SWP
799
Stratos Wealth Partners
Ohio
$262K +$262K +2,633 New
C
800
Certuity
Florida
$259K +$259K +2,606 New