Vertiv
VRT
77 hedge funds and large institutions have $575M invested in Vertiv in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 11 closing their positions.
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
61% more capital invested
Capital invested by funds: $356M → $575M (+$218M)
57% more funds holding
Funds holding: 49 → 77 (+28)
25.97% more ownership
Funds ownership: 50.65% → 76.62% (+26%)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brahman Capital
New York
|
+$31.3M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$28.2M |
| 3 |
LWCA
Locust Wood Capital Advisers
New York
|
+$22.7M |
| 4 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
+$20.9M |
| 5 |
BAMCO Inc
New York
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GL
Governors Lane
New York
|
-$36.5M |
| 2 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
-$15.3M |
| 3 |
MCM
Moore Capital Management
New York
|
-$15.3M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$14.6M |
| 5 |
FIG
Fortress Investment Group
New York
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
76
Omni Partners
London,
United Kingdom
| $8.82K | +$8.35M | +800,000 | New |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
GL
78
Governors Lane
New York
| – | -$36.5M | -3,574,449 | Closed |
|
|
ACPU
79
Arrowgrass Capital Partners (US)
Dover,
Delaware
| – | -$15.3M | -1,500,000 | Closed |
|
|
MCM
80
Moore Capital Management
New York
| – | -$15.3M | -1,500,000 | Closed |
|
|
FIG
81
Fortress Investment Group
New York
| – | -$13.6M | -1,334,304 | Closed |
|
|
GCL
82
Glazer Capital LLC
New York
| – | -$9.66M | -947,221 | Closed |
|
|
SRF
83
Silver Rock Financial
Los Angeles,
California
| – | -$7.57M | -741,729 | Closed |
|
|
ECP
84
Empyrean Capital Partners
Los Angeles,
California
| – | -$5.1M | -500,000 | Closed |
|
|
MSU
85
Mizuho Securities USA
New York
| – | -$2.19M | -214,962 | Closed |
|
86
Tudor Investment Corp
Stamford,
Connecticut
| – | -$2.04M | -199,998 | Closed |
|
87
Geode Capital Management
Boston,
Massachusetts
| – | -$1.02M | -100,000 | Closed |
|
88
Stifel Financial
St. Louis,
Missouri
| – | -$256K | -25,095 | Closed |
|
VRT Hedge Fund Activity: Q4 2019 in Review
77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2019, worth a combined $575M — up 61% from $356M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VRT positions and 11 closed out — a net gain of 28 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Brahman Capital, opening a new position worth an estimated $31.3M. The largest seller was Governors Lane, exiting entirely with an estimated $36.5M sold.
- 77 institutional investors held Vertiv (VRT) as of Q4 2019, up from 49 in Q3 2019.
- Funds reported $575M of Vertiv stock for Q4 2019, up 61% quarter-over-quarter.
- 39 funds opened new Vertiv positions in Q4 2019 and 11 closed out, a net change of +28 holders.
- The largest Vertiv buyer in Q4 2019 was Brahman Capital, an estimated $31.3M added.
- The largest Vertiv seller in Q4 2019 was Governors Lane, an estimated $36.5M sold.
Based on aggregated 13F filings for Q4 2019.