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Vertiv
VRT

Overview Fund Activity

1,183 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, 368 reducing their positions, and 90 closing their positions.

Holders
1,183
Holders Change
+178
Holders Change %
+17.71%
% of All Funds
15.75%
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
368
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
Norges Bank
2
Norges Bank
Norway
$392M
3
Jennison Associates
3
Jennison Associates
New York
$881M
4
Raymond James Financial
4
Raymond James Financial
Florida
$259M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$379M

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 Market Value Shares Shares
Change 		Shares
Change %
FSA
1226
Financial Sense Advisors
California
– – -4,802 Closed
AAM
1227
Azzad Asset Management
Virginia
– – -4,585 Closed
DAS
1228
Dynamic Advisor Solutions
Arizona
– – -4,379 Closed
ALAM
1229
Asahi Life Asset Management
Japan
– – -4,190 Closed
FTDI
1230
First Trust Direct Indexing
Massachusetts
– – -4,084 Closed
FCA
1231
Fortis Capital Advisors
Kansas
– – -3,917 Closed
BAM
1232
Belpointe Asset Management
Nevada
– – -3,917 Closed
PCMH
1233
Polymer Capital Management (HK)
Hong Kong
– – -3,700 Closed
WA
1234
Waverly Advisors
Alabama
– – -3,510 Closed
FAM
1235
Formidable Asset Management
Ohio
– – -3,267 Closed
KJHP
1236
K.J. Harrison & Partners
Ontario, Canada
– – -3,000 Closed
KFA
1237
Krane Funds Advisors
New York
– – -2,965 Closed
PWPS
1238
Pinnacle Wealth Planning Services
Ohio
– – -2,777 Closed
ECA
1239
Elevated Capital Advisors
Utah
– – -2,340 Closed
MWM
1240
Modera Wealth Management
New Jersey
– – -2,316 Closed
FWA
1241
FSM Wealth Advisors
Ohio
– – -2,203 Closed
FFO
1242
Fiduciary Family Office
Florida
– – -2,030 Closed
WA
1243
Wealth Alliance
New York
– – -2,021 Closed
SOS
1244
Silver Oak Securities
Tennessee
– – -1,739 Closed
PIA
1245
Perennial Investment Advisors
California
– – -1,382 Closed
EMFAT
1246
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -1,236 Closed
CPA
1247
Capital Performance Advisors
California
– – -1,014 Closed
GAM
1248
Groupama Asset Management
France
– – -924 Closed
GSEP
1249
Golden State Equity Partners
California
– – -920 Closed
AA
1250
Alta Advisers
United Kingdom
– – -900 Closed
48 49
50
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