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 %
GI
801
GAMCO Investors
Connecticut
$259K -$338K -3,400 -57%
HAM
802
Harmony Asset Management
Arizona
$258K +$258K +2,595 New
AFP
803
Ausdal Financial Partners
Iowa
$257K +$257K +2,584 New
MCM
804
Magnolia Capital Management
New York
$257K
AWM
805
AE Wealth Management
Kansas
$256K +$256K +2,574 New
PFS
806
Prospect Financial Services
New York
$256K +$256K +2,572 New
PCS
807
Personal CFO Solutions
New Jersey
$255K +$16K +161 +7%
Bank Julius Baer & Co
808
Bank Julius Baer & Co
Switzerland
$253K +$253K +2,145 New
AWM
809
Ariadne Wealth Management
California
$252K +$252K +2,062 New
SC
810
Steph & Co
Wisconsin
$251K -$8.86K -89 -3%
BBHC
811
Brown Brothers Harriman & Co
New York
$249K
BPAMU
812
BTG Pactual Asset Management US
New York
$246K +$246K +2,468 New
PFS
813
Prospera Financial Services
Texas
$243K -$146K -1,466 -37%
CFD
814
Creative Financial Designs
Indiana
$243K -$134K -1,350 -36%
FPGK
815
Financial Partners Group (Kansas)
Kansas
$240K +$240K +2,414 New
BIM
816
Barton Investment Management
Pennsylvania
$239K +$239K +2,400 New
MGCM
817
Mane Global Capital Management
New York
$236K -$25.1M -252,165 -99%
GJIA
818
Glass Jacobson Investment Advisors
Maryland
$235K -$11.4K -115 -5%
AO
819
Advisor OS
Illinois
$234K +$234K +2,352 New
CWC
820
Carolinas Wealth Consulting
North Carolina
$234K +$89.5K +900 +62%
ECA
821
Elevated Capital Advisors
Utah
$233K -$5.47K -55 -2%
LNWWM
822
Laird Norton Wetherby Wealth Management
California
$233K -$47.2K -474 -17%
EWA
823
EverSource Wealth Advisors
Alabama
$233K +$7.76K +78 +3%
DWT
824
Dorsey & Whitney Trust
South Dakota
$232K +$232K +2,335 New
PCM
825
Prelude Capital Management
New York
$232K +$232K +2,334 New