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Vertiv
VRT

153 hedge funds and large institutions have $3.94B invested in Vertiv in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

88% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.61M

75% more capital invested

Capital invested by funds: $2.26B → $3.94B (+$1.68B)

51% more funds holding

Funds holding: 101 → 153 (+52)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

9.08% more ownership

Funds ownership: 79.39% → 88.47% (+9.1%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

Holders
153
Holders Change
+52
Holders Change %
+51.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.27%
New
75
Increased
33
Reduced
31
Closed
22
Calls
$3.02M
Puts
$1.61M
Net Calls
+$1.42M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$166M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$24.5M
5
State Street
State Street
Massachusetts
+$23.1M

Top Sellers

1
MMC
Mizuho Markets Cayman
Cayman Islands
-$85.9M
2
EC
Eminence Capital
New York
-$58.8M
3
LCM
Lomas Capital Management
New York
-$41.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$1.97M +$1.69M +145,268 New
CS
77
Credit Suisse
Switzerland
$1.82M +$1.56M +134,213 New
CF
78
CNA Financial
Illinois
$1.65M +$1.42M +121,834 New
CCM
79
Cinctive Capital Management
New York
$1.62M +$1.39M +119,423 New
Two Sigma Investments
80
Two Sigma Investments
New York
$1.61M +$1.38M +118,597 New
Nomura Holdings
81
Nomura Holdings
Japan
$1.55M -$936K -80,386 -41%
SRCM
82
Swift Run Capital Management
Virginia
$1.49M -$104K -8,950 -8%
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.47M +$1.26M +108,550 New
MA
84
MYDA Advisors
New York
$1.36M +$1.16M +100,000 New
Jane Street
85
Jane Street
New York
$1.35M -$2.26M -194,435 -66%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$1.29M +$1.11M +95,295 New
Stifel Financial
87
Stifel Financial
Missouri
$1.13M +$757K +65,018 +361%
Legal & General Group
88
Legal & General Group
United Kingdom
$1.07M +$915K +78,599 New
VOYA Investment Management
89
VOYA Investment Management
Georgia
$1.04M +$895K +76,886 New
Treasurer of the State of North Carolina
90
Treasurer of the State of North Carolina
North Carolina
$992K +$852K +73,160 New
SAM
91
Shikiar Asset Management
New York
$913K -$253K -21,695 -24%
Bank of America
92
Bank of America
North Carolina
$807K +$242K +20,811 +54%
RIG
93
Roosevelt Investment Group
New York
$794K – – –
Citigroup
94
Citigroup
New York
$738K +$50K +4,297 +9%
QSS
95
Quantitative Systematic Strategies
Florida
$665K +$571K +49,027 New
ASRS
96
Arizona State Retirement System
Arizona
$653K +$561K +48,181 New
BAM
97
Blueshift Asset Management
New Jersey
$597K +$513K +44,050 New
JPC
98
Jabodon PT Co
Nevada
$574K +$493K +42,329 New
AB
99
Amalgamated Bank
New York
$560K +$481K +41,305 New
ECA
100
Elevated Capital Advisors
Utah
$553K +$387K +33,215 New
2 3
4
5 6

VRT Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2020, worth a combined $3.94B — up 75% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRT positions and 22 closed out — a net gain of 53 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Mizuho Markets Cayman, cutting an estimated $85.9M.

  • 153 institutional investors held Vertiv (VRT) as of Q2 2020, up from 101 in Q1 2020.
  • Funds reported $3.94B of Vertiv stock for Q2 2020, up 75% quarter-over-quarter.
  • 75 funds opened new Vertiv positions in Q2 2020 and 22 closed out, a net change of +53 holders.
  • The largest Vertiv buyer in Q2 2020 was BlackRock, an estimated $190M added.
  • The largest Vertiv seller in Q2 2020 was Mizuho Markets Cayman, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2020.