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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.

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
TFA
1001
Toth Financial Advisory
Virginia
$1.99K – – –
FFO
1002
Fortitude Family Office
Arizona
$1.79K +$1.49K +18 New
CHA
1003
Carmichael Hill & Associates
Maryland
$1.49K – – –
IAIM
1004
International Assets Investment Management
Florida
$1.46K +$11.9M +143,653 +7,976%
JIP
1005
Jaffetilchin Investment Partners
Florida
$1.19K +$995 +12 New
MIFH
1006
Migdal Insurance & Financial Holdings
Israel
$1K -$17.2K -207 -97%
FFWM
1007
Future Financial Wealth Management
Ohio
$995 +$829 +10 New
MCM
1008
Manchester Capital Management
Vermont
$896 – – –
CA
1009
Claris Advisors
Missouri
$895 +$746 +9 New
RTC
1010
Riverview Trust Company
Washington
$895 +$746 +9 New
BFPW
1011
BOK Financial Private Wealth
Colorado
$796 +$663 +8 New
FNWA
1012
Financial Network Wealth Advisors
Utah
$696 +$580 +7 New
AP
1013
Aspect Partners
Virginia
$597 – – –
CTB
1014
Country Trust Bank
Illinois
$597 – – –
PCMC
1015
Planning Capital Management Corporation
Pennsylvania
$597 +$83 +1 +20%
CWM
1016
Cranbrook Wealth Management
Michigan
$398 – – –
GWSG
1017
GPS Wealth Strategies Group
Colorado
$398 – – –
SWS
1018
SYSTM Wealth Solutions
Illinois
$299 -$1.04M -12,549 -100%
AFS
1019
Annapolis Financial Services
Maryland
$213 +$166 +2 New
MFG
1020
Mendota Financial Group
Wisconsin
$100 +$83 +1 New
Massachusetts Financial Services
1021
Massachusetts Financial Services
Massachusetts
– -$331M -3,824,549 Closed
BCPEMI
1022
Bain Capital Public Equity Management II
Massachusetts
– -$137M -1,587,539 Closed
HRCM
1023
Hood River Capital Management
Florida
– -$65.6M -757,391 Closed
Marshall Wace
1024
Marshall Wace
United Kingdom
– -$48.4M -559,077 Closed
Point72 Asset Management
1025
Point72 Asset Management
Connecticut
– -$35.1M -405,046 Closed
39 40
41
42 43

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.