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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
+$1.31B |
| 2 |
EC
Eminence Capital
New York
|
+$196M |
| 3 |
Goldman Sachs
New York
|
+$176M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 5 |
MMC
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LH Capital Markets
New York
|
-$32M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$31.5M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$24.4M |
| 4 |
FBCM
Fort Baker Capital Management
Larkspur,
California
|
-$19.1M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$17.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WRBC
126
W.R. Berkley Corp
Greenwich,
Connecticut
| – | -$695K | -63,045 | Closed |
|
|
AGC
127
Angelo Gordon & Co
New York
| – | -$552K | -50,000 | Closed |
|
128
Walleye Trading
New York
| – | -$418K | -37,902 | Closed |
|
|
KPF
129
K2 Principal Fund
Toronto,
Ontario, Canada
| – | -$181K | -16,434 | Closed |
|
|
ECG
130
Edge Capital Group
Atlanta,
Georgia
| – | -$132K | -12,000 | Closed |
|
|
CS
131
Credit Suisse
Zurich,
Switzerland
| – | -$116K | -10,500 | Closed |
|
|
BCM
132
Basso Capital Management
Stamford,
Connecticut
| – | -$107K | -9,740 | Closed |
|
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.