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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
AG
126
AlphaSimPlex Group
Massachusetts
$168K -$45.2K -3,879 -24%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$161K +$138K +11,885 New
GT
128
Greenleaf Trust
Michigan
$158K – – –
TI
129
Trexquant Investment
Connecticut
$154K +$132K +11,350 New
SAM
130
Shell Asset Management
Netherlands
$142K +$122K +10,448 New
JMPWA
131
JP Morgan Private Wealth Advisors
California
$136K – – –
Macquarie Group
132
Macquarie Group
Australia
$119K +$102K +8,779 New
SC
133
Steph & Co
Wisconsin
$89K +$76.2K +6,542 New
LIM
134
Longfellow Investment Management
Massachusetts
$81K -$564K -48,409 -89%
AIG
135
American International Group
New York
$74K +$63.5K +5,451 New
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$63K +$53.8K +4,618 New
Russell Investments Group
137
Russell Investments Group
United Kingdom
$60K +$53.8K +4,618 New
HFS
138
Hantz Financial Services
Michigan
$53K +$45.2K +3,880 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$18K +$15.2K +1,301 New
LCM
140
LH Capital Markets
New York
$14K -$1.15M -99,000 -99%
HIA
141
Harbor Investment Advisory
Maryland
$14K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$3K -$21.8K -1,871 -90%
TFO
144
Tarbox Family Office
California
$3K +$2.24K +192 New
CFGS
145
Concourse Financial Group Securities
Alabama
$3K +$2.67K +229 New
HR
146
Howe & Rusling
New York
$3K +$2.73K +234 New
GI
147
Gradient Investments
Minnesota
$2K +$2.1K +180 New
US Bancorp
148
US Bancorp
Minnesota
$1K +$512 +44 New
PCG
149
Private Capital Group
Connecticut
$1K +$1.13K +97 New
JWM
150
Janiczek Wealth Management
Colorado
$1K +$1.28K +110 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.