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Vertiv
VRT

Overview Fund Activity

253 hedge funds and large institutions have $3.4B invested in Vertiv in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 60 closing their positions.

Holders
253
Holders Change
-35
Holders Change %
-12.15%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
27
Increased
107
Reduced
80
Closed
60
Calls
$2.67M
Puts
$6.32M
Net Calls
-$3.65M
Net Calls Change
-$16.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$187M
2
DFO
2
Duquesne Family Office
New York
$47.9M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$39.2M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$128M
5
PC
5
PointState Capital
New York
$23.9M

Top Sellers

1
BC
1
Brahman Capital
New York
$36.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
BlackRock
3
BlackRock
New York
$170M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$6.26M
5
EC
5
Eminence Capital
New York
$97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAA
76
Southeast Asset Advisors
Georgia
$2.9M -$369K -37,975 -11%
CCIA
77
Cherry Creek Investment Advisors
Colorado
$2.68M +$79.1K +8,135 +3%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.64M -$4.12M -423,988 -61%
Legal & General Group
79
Legal & General Group
United Kingdom
$2.62M -$129K -13,264 -5%
RCW
80
Rheos Capital Works
Japan
$2.58M – – –
CS
81
Credit Suisse
Switzerland
$2.56M +$7.64K +786 +0.3%
NIM
82
Needham Investment Management
New York
$2.5M +$48.6K +5,000 +2%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.46M +$237K +24,425 +11%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$2.39M – – –
Man Group
85
Man Group
United Kingdom
$2.29M +$2.29M +235,618 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.19M +$997K +102,634 +84%
Creative Planning
87
Creative Planning
Kansas
$2.16M +$4.96K +510 +0.2%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.07M – – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$1.96M -$1.64M -168,369 -46%
SEI Investments
90
SEI Investments
Pennsylvania
$1.95M +$111K +11,439 +6%
IP
91
Interval Partners
New York
$1.94M +$972K +100,000 +100%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$1.91M +$225K +22,683 +13%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$1.81M -$15.6K -1,604 -0.9%
Bank Julius Baer & Co
94
Bank Julius Baer & Co
Switzerland
$1.76M -$28.1K -2,893 -2%
ECM
95
ExodusPoint Capital Management
New York
$1.7M +$1.21M +124,534 +246%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$1.7M -$339K -34,863 -17%
SCM
97
Soros Capital Management
New York
$1.66M +$57.4K +5,904 +4%
Wells Fargo
98
Wells Fargo
California
$1.65M +$213K +21,904 +15%
IPW
99
Inlet Private Wealth
Florida
$1.53M -$217K -22,300 -12%
CP
100
CenterBook Partners
Connecticut
$1.47M -$1.59M -163,416 -52%
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