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Vertiv
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Overview Fund Activity

1,184 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+178
Holders Change %
+17.69%
% of All Funds
15.77%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
369
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$597M
2
Jennison Associates
2
Jennison Associates
New York
$881M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$379M
4
Morgan Stanley
4
Morgan Stanley
New York
$647M
5
UBS Group
5
UBS Group
Switzerland
$348M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
BlackRock
2
BlackRock
New York
$3.87B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.48B
5
Invesco
5
Invesco
Georgia
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
1151
Cornerstone Planning Group
New Jersey
$3.08K +$1.03K +10 +50%
MSWA
1152
Marshall & Sterling Wealth Advisors
New York
$2.73K +$2.73K +25 New
SIC
1153
Salem Investment Counselors
North Carolina
$2.61K -$1.25K -11 -32%
CIAM
1154
Caitong International Asset Management
Hong Kong
$2.5K +$2.5K +22 New
MWM
1155
Mascoma Wealth Management
New Hampshire
$2.39K +$2.39K +21 New
TC
1156
Truvestments Capital
Florida
$2.27K +$2.27K +20 New
MW
1157
Maia Wealth
Colorado
$2.27K +$2.27K +20 New
SO
1158
Sierra Ocean
California
$1.93K +$1.93K +17 New
PWA
1159
Physician Wealth Advisors
Utah
$1.73K +$1.73K +15 New
VHAM
1160
Van Hulzen Asset Management
California
$1.71K +$1.71K +15 New
NS
1161
NBC Securities
Alabama
$1.65K -$1.54M -13,111 -100%
HWA
1162
HHM Wealth Advisors
Tennessee
$1.48K +$1.48K +13 New
SAM
1163
Synergy Asset Management
Washington
$1.39K +$1.39K +14 New
PWA
1164
Principia Wealth Advisory
Texas
$1.25K +$1.25K +11 New
CSWM
1165
Cassady Schiller Wealth Management
Ohio
$1.25K +$1.25K +11 New
NSIM
1166
North Star Investment Management
Illinois
$1.14K -$10.2K -90 -90%
FMP
1167
Financial Management Professionals
Texas
$1.14K +$1.14K +10 New
RTC
1168
Riverview Trust Company
Washington
$1.02K – – –
GFPC
1169
Global Financial Private Client
Florida
$1.02K +$1.02K +9 New
BFPW
1170
BOK Financial Private Wealth
Colorado
$909 – – –
BOJHT
1171
Bank of Jackson Hole Trust
Wyoming
$909 +$909 +8 New
HIMS
1172
Hager Investment Management Services
New Hampshire
$909 +$909 +8 New
WCM
1173
WealthTrak Capital Management
Virginia
$796 +$796 +7 New
BTD
1174
BankPlus Trust Department
Mississippi
$795 +$795 +7 New
AP
1175
Aspect Partners
Virginia
$682 – – –
45 46
47
48 49