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.

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 Market Value Shares Shares
Change
Shares
Change %
SAM
901
Smartleaf Asset Management
Massachusetts
$63.8K 648 +458 +241%
AF
902
Allworth Financial
California
$63.5K 638 +100 +19%
QL
903
Quarry LP
New York
$60.6K 609 -44 -7%
PFBT
904
Parkside Financial Bank & Trust
Missouri
$59.9K 602 +270 +81%
VCM
905
Versant Capital Management
Arizona
$59.3K 596 +355 +147%
WT
906
Washington Trust
Rhode Island
$55.7K 560
CAS
907
Coppell Advisory Solutions
Texas
$55.2K 561
NRG
908
Nemes Rush Group
Michigan
$50.1K 614 -1,049 -63%
TCM
909
TruNorth Capital Management
Michigan
$49.9K 501
FMII
910
Farmers & Merchants Investments Inc
Nebraska
$49.7K 500
UB
911
UMB Bank
Missouri
$46.1K 463 -37,799 -99%
OP
912
ORG Partners
Indiana
$45.5K 458 +92 +25%
BIA
913
Bell Investment Advisors
California
$44.5K 447 +3 +0.7%
CPA
914
Clear Point Advisors
New York
$44K 442 +217 +96%
HCM
915
Hollencrest Capital Management
California
$38.4K 386 -11 -3%
RA
916
RiverPark Advisors
New York
$37.9K 381 -139 -27%
AAG
917
Armstrong Advisory Group
Massachusetts
$37.5K 377 -119 -24%
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$37.1K 373 +60 +19%
TWD
919
True Wealth Design
Ohio
$36.4K 366 +351 +2,340%
OWP
920
ORG Wealth Partners
Texas
$36.4K 366 +366 New
AF
921
Advisornet Financial
Minnesota
$34.8K 350 +330 +1,650%
AA
922
Ancora Advisors
Ohio
$33.2K 333 -60 -15%
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K 300 +40 +15%
BIG
924
Brooklyn Investment Group
New York
$29.9K 301 +301 New
MSFP
925
Mark Sheptoff Financial Planning
Connecticut
$29.8K 300 +200 +200%