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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 %
SVCP
1251
Silicon Valley Capital Partners
California
– – -774 Closed
MWA
1252
MFA Wealth Advisors
Pennsylvania
– – -671 Closed
CPA
1253
Clear Point Advisors
New York
– – -442 Closed
OWP
1254
ORG Wealth Partners
Texas
– – -366 Closed
Loomis, Sayles & Company
1255
Loomis, Sayles & Company
Massachusetts
– – -168 Closed
MIM
1256
Macroview Investment Management
Maryland
– – -152 Closed
JPWM
1257
Jamison Private Wealth Management
Georgia
– – -133 Closed
SIS
1258
Sound Income Strategies
Florida
– – -82 Closed
BWP
1259
Baldwin Wealth Partners
Massachusetts
– – -53 Closed
B
1260
Birchbrook
Maine
– – -50 Closed
SHIM
1261
Stone House Investment Management
Pennsylvania
– – -40 Closed
FPF
1262
First Pacific Financial
Washington
– – -33 Closed
VAMG
1263
Voisard Asset Management Group
Michigan
– – -22 Closed
DFC
1264
DB Fitzpatrick & Co
Idaho
– – -21 Closed
TFA
1265
Toth Financial Advisory
Virginia
– – -20 Closed
JIP
1266
Jaffetilchin Investment Partners
Florida
– – -12 Closed
FFWM
1267
Future Financial Wealth Management
Ohio
– – -10 Closed
CA
1268
Claris Advisors
Missouri
– – -9 Closed
FNWA
1269
Financial Network Wealth Advisors
Utah
– – -7 Closed
MIFH
1270
Migdal Insurance & Financial Holdings
Israel
– – -6 Closed
MFG
1271
Mendota Financial Group
Wisconsin
– – -1 Closed
PEAK6
1272
PEAK6
Illinois
– – – –
YCM
1273
Yaupon Capital Management
New York
– – – –
EAM
1274
Erste Asset Management
Austria
– – – –
TCA
1275
Troluce Capital Advisors
Puerto Rico
– – – –
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