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Vertiv
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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,021
Holders Change
+115
Holders Change %
+12.69%
% of All Funds
14.66%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.8%
New
236
Increased
422
Reduced
289
Closed
113
Calls
$1.7B
Puts
$1.1B
Net Calls
+$595M
Net Calls Change
+$248M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$378M
2
Amundi
Amundi
France
+$258M
3
BlackRock
BlackRock
New York
+$244M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$237M
5
Bank of America
Bank of America
North Carolina
+$191M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$967M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$177M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$137M
5
JP Morgan Chase
JP Morgan Chase
New York
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
976
MV Capital Management
Maryland
$7.36K +$5.64K +68 +1,133%
IWP
977
IAG Wealth Partners
Wisconsin
$6.67K – – –
CFFP
978
Center for Financial Planning
Michigan
$6.47K +$5.39K +65 New
Kayne Anderson Rudnick Investment Management
979
Kayne Anderson Rudnick Investment Management
California
$6.07K – – –
HWM
980
Hemington Wealth Management
Virginia
$6K +$4.97K +60 New
CIA
981
Cape Investment Advisory
Georgia
$5.47K +$4.56K +55 New
BWP
982
Baldwin Wealth Partners
Massachusetts
$5.27K +$4.39K +53 New
KSB
983
Kennebec Savings Bank
Maine
$5.17K +$4.31K +52 New
AW
984
Avion Wealth
Texas
$5K -$249 -3 -5%
HNB
985
Hilltop National Bank
Wyoming
$4.97K – – –
B
986
Birchbrook
Maine
$4.97K +$4.14K +50 New
1IA
987
1620 Investment Advisors
Massachusetts
$4.97K +$4.14K +50 New
QC
988
Quent Capital
New York
$4.68K +$3.9K +47 New
SHIM
989
Stone House Investment Management
Pennsylvania
$3.98K – – –
SIC
990
SJS Investment Consulting
Ohio
$3.88K – – –
SIC
991
Salem Investment Counselors
North Carolina
$3.38K +$912 +11 +48%
FPF
992
First Pacific Financial
Washington
$3.28K +$580 +7 +27%
IRC
993
Investors Research Corp
Georgia
$2.98K – – –
DPW
994
DiNuzzo Private Wealth
Pennsylvania
$2.79K – – –
AWM
995
Activest Wealth Management
Florida
$2.79K +$2.32K +28 New
AssetMark Inc
996
AssetMark Inc
California
$2.56K +$2.07K +25 +2,500%
CPG
997
Cornerstone Planning Group
New Jersey
$2.28K +$1.24K +15 +300%
VAMG
998
Voisard Asset Management Group
Michigan
$2.19K +$1.82K +22 New
DFC
999
DB Fitzpatrick & Co
Idaho
$2.09K -$912 -11 -34%
CFO
1000
CVA Family Office
Colorado
$2.09K +$829 +10 +91%
38 39
40
41 42

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.