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Vertiv
VRT

Overview Fund Activity

895 hedge funds and large institutions have $26.9B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 342 increasing their positions, 264 reducing their positions, and 76 closing their positions.

Holders
895
Holders Change
+143
Holders Change %
+19.02%
% of All Funds
13.02%
Holding in Top 10
43
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.12%
% of All Funds
0.63%
New
229
Increased
342
Reduced
264
Closed
76
Calls
$1.21B
Puts
$861M
Net Calls
+$347M
Net Calls Change
-$103M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.42B
2
BlackRock
2
BlackRock
New York
$2.95B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$331M
4
Bank of America
4
Bank of America
North Carolina
$480M
5
AI
5
Axiom Investors
Connecticut
$221M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M
3
TA
3
Trivest Advisors
Hong Kong
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.54M
5
Holocene Advisors
5
Holocene Advisors
New York
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
876
Salem Investment Counselors
North Carolina
$1.99K 23 – –
TFA
877
Toth Financial Advisory
Virginia
$1.73K 20 – –
AF
878
Advisornet Financial
Minnesota
$1.73K 20 – –
TWD
879
True Wealth Design
Ohio
$1.3K 15 +5 +50%
CHA
880
Carmichael Hill & Associates
Maryland
$1.3K 15 +15 New
MA
881
Montag & Associates
Georgia
$1.13K 13 +13 New
CFO
882
CVA Family Office
Colorado
$952 11 +11 New
KFS
883
Kelly Financial Services
Massachusetts
$866 10 +10 New
BCH
884
Berkshire Capital Holdings
California
$866 10 +10 New
MCM
885
Manchester Capital Management
Vermont
$780 9 +9 New
AP
886
Aspect Partners
Virginia
$520 6 – –
MCM
887
MV Capital Management
Maryland
$520 6 +6 New
CTB
888
Country Trust Bank
Illinois
$519 6 +6 New
PCMC
889
Planning Capital Management Corporation
Pennsylvania
$433 5 -14,734 -100%
CWM
890
Cranbrook Wealth Management
Michigan
$347 4 +4 New
GWSG
891
GPS Wealth Strategies Group
Colorado
$346 4 – –
CPG
892
Cornerstone Planning Group
New Jersey
$339 5 – –
GI
893
Gradient Investments
Minnesota
$87 1 – –
AssetMark Inc
894
AssetMark Inc
California
$65 1 – –
BHWM
895
Beaird Harris Wealth Management
Texas
– – – –
TA
896
Trivest Advisors
Hong Kong
– – -2,320,600 Closed
TC
897
Tairen Capital
Hong Kong
– – -1,264,522 Closed
DFO
898
Duquesne Family Office
New York
– – -998,510 Closed
SP
899
SurgoCap Partners
New York
– – -898,268 Closed
WAM
900
WT Asset Management
Hong Kong
– – -499,627 Closed
34 35
36
37 38