We are live on ! Find out more
VRT icon

Vertiv
VRT

101 hedge funds and large institutions have $2.26B invested in Vertiv in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more capital invested

Capital invested by funds: $575M → $2.26B (+$1.68B)

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

31% more funds holding

Funds holding: 77 → 101 (+24)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2.77% more ownership

Funds ownership: 76.62% → 79.39% (+2.8%)

Holders
101
Holders Change
+24
Holders Change %
+31.17%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.24%
New
56
Increased
22
Reduced
19
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PEA
Platinum Equity Advisors
California
+$1.31B
2
EC
Eminence Capital
New York
+$196M
3
Goldman Sachs
Goldman Sachs
New York
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
5
MMC
Mizuho Markets Cayman
Cayman Islands
+$113M

Top Sellers

Rank Fund Capital Flow
1
LCM
LH Capital Markets
New York
-$32M
2
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$24.4M
4
FBCM
Fort Baker Capital Management
California
-$19.1M
5
JGC
J. Goldman & Co
New York
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
JGC
102
J. Goldman & Co
New York
– -$17.8M -1,615,764 Closed
BCM
103
BlueCrest Capital Management
Jersey
– -$15.7M -1,427,461 Closed
PAMP
104
Polar Asset Management Partners
Ontario, Canada
– -$9.93M -899,999 Closed
HIM
105
HGC Investment Management
Ontario, Canada
– -$9.79M -887,349 Closed
DKCM
106
Davidson Kempner Capital Management
New York
– -$8.62M -781,300 Closed
LA
107
Linden Advisors
New York
– -$8.57M -776,798 Closed
PC
108
Periscope Capital
Ontario, Canada
– -$7.46M -676,000 Closed
FTCM
109
Fir Tree Capital Management
New York
– -$7.2M -653,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.17M -650,000 Closed
HI
111
HBK Investments
Texas
– -$6.25M -566,922 Closed
ECM
112
Element Capital Management
New York
– -$3.87M -350,696 Closed
CAC
113
Cowen and Company
New York
– -$3.63M -329,093 Closed
CCM
114
Clearfield Capital Management
New York
– -$3.58M -324,500 Closed
OCAM
115
Owl Creek Asset Management
New York
– -$3.31M -299,999 Closed
BCM
116
Bluefin Capital Management
New York
– -$2.22M -201,044 Closed
CCM
117
Cobalt Capital Management
New Jersey
– -$2.21M -200,000 Closed
MS
118
Maven Securities
Jersey
– -$2.21M -200,000 Closed
TCM
119
Tenor Capital Management
New York
– -$2.21M -200,000 Closed
MAM
120
Myriad Asset Management
Hong Kong
– -$2.19M -198,319 Closed
AA
121
AQR Arbitrage
Connecticut
– -$1.66M -150,000 Closed
NCL
122
Nishkama Capital LLC
Puerto Rico
– -$1.63M -148,000 Closed
AGM
123
Alpine Global Management
New York
– -$1.27M -115,000 Closed
CIM
124
Cowen Investment Management
New York
– -$1.1M -100,000 Closed
DAM
125
Deltec Asset Management
New York
– -$1.1M -99,550 Closed
2 3 4
5
6

VRT Hedge Fund Activity: Q1 2020 in Review

101 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2020, worth a combined $2.26B — up 292% from $575M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VRT positions and 31 closed out — a net gain of 25 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Platinum Equity Advisors, opening a new position worth an estimated $1.31B. The largest seller was LH Capital Markets, cutting an estimated $32M.

  • 101 institutional investors held Vertiv (VRT) as of Q1 2020, up from 77 in Q4 2019.
  • Funds reported $2.26B of Vertiv stock for Q1 2020, up 292% quarter-over-quarter.
  • 56 funds opened new Vertiv positions in Q1 2020 and 31 closed out, a net change of +25 holders.
  • The largest Vertiv buyer in Q1 2020 was Platinum Equity Advisors, an estimated $1.31B added.
  • The largest Vertiv seller in Q1 2020 was LH Capital Markets, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2020.