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Vertiv
VRT

153 hedge funds and large institutions have $3.94B invested in Vertiv in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

88% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.61M

75% more capital invested

Capital invested by funds: $2.26B → $3.94B (+$1.68B)

51% more funds holding

Funds holding: 101 → 153 (+52)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

9.08% more ownership

Funds ownership: 79.39% → 88.47% (+9.1%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

Holders
153
Holders Change
+52
Holders Change %
+51.49%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.27%
New
75
Increased
33
Reduced
31
Closed
22
Calls
$3.02M
Puts
$1.61M
Net Calls
+$1.42M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$166M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.9M
4
ClearBridge Investments
ClearBridge Investments
New York
+$24.5M
5
State Street
State Street
Massachusetts
+$23.1M

Top Sellers

1
MMC
Mizuho Markets Cayman
Cayman Islands
-$85.9M
2
EC
Eminence Capital
New York
-$58.8M
3
LCM
Lomas Capital Management
New York
-$41.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$503K +$262K +22,478 +153%
RFC
102
Regions Financial Corp
Alabama
$446K +$86.1K +7,397 +29%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$422K +$363K +31,131 New
WJWM
104
Williams Jones Wealth Management
New York
$405K -$194K -16,650 -36%
Principal Financial Group
105
Principal Financial Group
Iowa
$402K +$345K +29,648 New
VF
106
Virtu Financial
New York
$402K +$345K +29,654 New
AIMCA
107
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$396K -$2.33M -200,000 -87%
APG Asset Management
108
APG Asset Management
Netherlands
$390K +$376K +32,300 New
PCM
109
Palisade Capital Management
New Jersey
$356K -$94.4K -8,109 -24%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$355K +$305K +26,180 New
PPA
111
Parametric Portfolio Associates
Washington
$342K +$293K +25,186 New
SQA
112
Simon Quick Advisors
New Jersey
$313K +$35K +3,006 +15%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$307K +$264K +22,650 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$299K +$257K +22,085 New
Osaic Holdings
115
Osaic Holdings
Arizona
$290K +$64.3K +5,525 +35%
Deutsche Bank
116
Deutsche Bank
Germany
$274K -$6.16M -529,276 -96%
GI
117
GAMCO Investors
Connecticut
$271K – – –
PRC
118
Pearl River Capital
Michigan
$264K +$227K +19,463 New
EGM
119
Engineers Gate Manager
New York
$260K +$93.3K +8,015 +72%
Charles Schwab
120
Charles Schwab
California
$254K +$217K +18,673 New
X
121
Xponance
Pennsylvania
$254K +$218K +18,700 New
VRS
122
Virginia Retirement Systems
Virginia
$229K +$197K +16,900 New
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$226K +$195K +16,703 New
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$215K +$184K +15,831 New
Canada Life
125
Canada Life
Manitoba, Canada
$201K +$173K +14,887 New
3 4
5
6 7

VRT Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2020, worth a combined $3.94B — up 75% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VRT positions and 22 closed out — a net gain of 53 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Mizuho Markets Cayman, cutting an estimated $85.9M.

  • 153 institutional investors held Vertiv (VRT) as of Q2 2020, up from 101 in Q1 2020.
  • Funds reported $3.94B of Vertiv stock for Q2 2020, up 75% quarter-over-quarter.
  • 75 funds opened new Vertiv positions in Q2 2020 and 22 closed out, a net change of +53 holders.
  • The largest Vertiv buyer in Q2 2020 was BlackRock, an estimated $190M added.
  • The largest Vertiv seller in Q2 2020 was Mizuho Markets Cayman, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2020.