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 %
PCM
826
Prelude Capital Management
New York
$232K +$232K +2,334 New
STA
827
Summit Trail Advisors
New York
$232K +$232K +2,328 New
WI
828
WrapManager Inc
California
$232K +$232K +2,328 New
AWM
829
Accurate Wealth Management
Florida
$231K +$231K +2,147 New
MWM
830
Modera Wealth Management
New Jersey
$230K +$230K +2,316 New
HIS
831
Horizon Investment Services
Indiana
$230K -$317K -3,187 -58%
WPW
832
Waldron Private Wealth
Pennsylvania
$227K +$227K +2,279 New
BIM
833
Bridges Investment Management
Nebraska
$226K -$41.1K -413 -15%
EI
834
Ellevest Inc
New York
$225K +$225K +2,260 New
SFC
835
SYM Financial Corp
Indiana
$223K +$223K +2,237 New
WPC
836
Wedmont Private Capital
Pennsylvania
$223K -$29.8K -279 -12%
SRL
837
Scientech Research LLC
New Jersey
$222K +$222K +2,233 New
FHB
838
First Hawaiian Bank
Hawaii
$219K -$1.75M -17,614 -89%
FWA
839
FSM Wealth Advisors
Ohio
$219K +$219K +2,203 New
PTC
840
Private Trust Company
Ohio
$219K +$43.8K +440 +25%
WIM
841
Westside Investment Management
California
$219K -$23.4K -235 -10%
BP
842
Ballentine Partners
Massachusetts
$214K +$214K +2,149 New
IAMOG
843
Investors Asset Management of Georgia
Georgia
$211K +$211K +2,125 New
BEI
844
Benjamin Edwards Inc
Missouri
$210K +$177K +1,776 +532%
FAIM
845
Financial Advocates Investment Management
Washington
$210K +$210K +2,107 New
NW
846
NewEdge Wealth
Pennsylvania
$208K +$208K +2,095 New
FA
847
FSA Advisors
Michigan
$206K +$206K +2,074 New
BCM
848
BluePath Capital Management
Georgia
$205K +$205K +2,060 New
IWA
849
Icon Wealth Advisors
Texas
$204K +$50.9K +512 +33%
CMF
850
Counterpoint Mutual Funds
California
$203K +$203K +2,036 New