Vertiv
VRT
1,021 hedge funds and large institutions have $32B invested in Vertiv in 2024 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 422 increasing their positions, 289 reducing their positions, and 113 closing their positions.
109% more first-time investments, than exits
New positions opened: 236 | Existing positions closed: 113
54% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.1B
46% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 289
27% more funds holding in top 10
Funds holding in top 10: 44 → 56 (+12)
19% more capital invested
Capital invested by funds: $27B → $32B (+$5.01B)
13% more funds holding
Funds holding: 906 → 1,021 (+115)
2.35% more ownership
Funds ownership: 83.15% → 85.5% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$378M |
| 2 |
Amundi
Paris,
France
|
+$258M |
| 3 |
BlackRock
New York
|
+$244M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$237M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$967M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$331M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$177M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$137M |
| 5 |
JP Morgan Chase
New York
|
-$127M |
VRT Hedge Fund Activity: Q3 2024 in Review
1,021 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2024, worth a combined $32B — up 19% from $27B a quarter earlier.
Buyers outnumbered sellers: 236 funds opened new VRT positions and 113 closed out — a net gain of 123 holders — while 422 added to existing stakes and 289 trimmed.
The largest buyer was Jennison Associates, adding an estimated $378M. The largest seller was Fidelity Investments, cutting an estimated $967M.
- 1,021 institutional investors held Vertiv (VRT) as of Q3 2024, up from 906 in Q2 2024.
- Funds reported $32B of Vertiv stock for Q3 2024, up 19% quarter-over-quarter.
- 236 funds opened new Vertiv positions in Q3 2024 and 113 closed out, a net change of +123 holders.
- The largest Vertiv buyer in Q3 2024 was Jennison Associates, an estimated $378M added.
- The largest Vertiv seller in Q3 2024 was Fidelity Investments, an estimated $967M sold.
Based on aggregated 13F filings for Q3 2024.