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Vertiv
VRT

277 hedge funds and large institutions have $6.53B invested in Vertiv in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

81% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $9.82M

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $5.82B → $6.53B (+$706M)

8% more funds holding

Funds holding: 256 → 277 (+21)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

2.13% less ownership

Funds ownership: 95.04% → 92.9% (-2.1%)

Holders
277
Holders Change
+21
Holders Change %
+8.2%
% of All Funds
4.86%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
67
Increased
127
Reduced
59
Closed
44
Calls
$17.7M
Puts
$9.82M
Net Calls
+$7.9M
Net Calls Change
+$3.01M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$202M
2
American Century Companies
American Century Companies
Missouri
+$189M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$88.7M
5
Invesco
Invesco
Georgia
+$78.3M

Top Sellers

Rank Fund Capital Flow
1
PEA
Platinum Equity Advisors
California
-$351M
2
Goldman Sachs
Goldman Sachs
New York
-$238M
3
EC
Eminence Capital
New York
-$91.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$84.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
126
Itau Unibanco Holding S.A.
Brazil
$2.51M +$333K +16,512 +15%
MSL
127
Mackay Shields LLC
New York
$2.48M -$382K -18,898 -13%
AI
128
Atom Investors
Texas
$2.45M -$381K -18,886 -13%
JG
129
Jefferies Group
New York
$2.44M +$419K +20,758 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
130
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.24M +$2.26M +111,866 New
CF
131
CNA Financial
Illinois
$2.24M – – –
MA
132
MYDA Advisors
New York
$2.2M +$1.01M +50,000 +83%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$2.19M +$96.7K +4,790 +5%
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$2.12M – – –
ACM
135
Ascendant Capital Management
California
$2.06M +$2.08M +103,000 New
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$2.04M +$1.01M +49,806 +96%
RFC
137
Regions Financial Corp
Alabama
$1.94M +$436K +21,571 +29%
PCM
138
Penserra Capital Management
California
$1.83M -$1.24M -61,307 -40%
PPA
139
Parametric Portfolio Associates
Washington
$1.81M -$297K -14,714 -14%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$1.74M +$130K +6,430 +8%
Stifel Financial
141
Stifel Financial
Missouri
$1.69M +$16.4K +814 +1%
BF
142
BOK Financial
Oklahoma
$1.65M +$1.67M +82,508 New
WG
143
Winton Group
United Kingdom
$1.61M +$571K +28,296 +54%
First Trust Advisors
144
First Trust Advisors
Illinois
$1.61M +$1.62M +80,374 New
VOYA Investment Management
145
VOYA Investment Management
Georgia
$1.57M +$25.2K +1,246 +2%
CHP
146
Castle Hook Partners
New York
$1.56M +$1.57M +78,002 New
TC
147
TwinBeech Capital
New York
$1.52M +$127K +6,299 +9%
SCM
148
Soros Capital Management
New York
$1.51M +$1.52M +75,340 New
DTL
149
Dynamic Technology Lab
Singapore
$1.43M +$22.8K +1,127 +2%
MWNA
150
Marshall Wace North America
New York
$1.42M +$234K +11,589 +20%
4 5
6
7 8

VRT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2021, worth a combined $6.53B — up 12% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VRT positions and 44 closed out — a net gain of 23 holders — while 127 added to existing stakes and 59 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $202M. The largest seller was Platinum Equity Advisors, cutting an estimated $351M.

  • 277 institutional investors held Vertiv (VRT) as of Q1 2021, up from 256 in Q4 2020.
  • Funds reported $6.53B of Vertiv stock for Q1 2021, up 12% quarter-over-quarter.
  • 67 funds opened new Vertiv positions in Q1 2021 and 44 closed out, a net change of +23 holders.
  • The largest Vertiv buyer in Q1 2021 was Boston Partners, an estimated $202M added.
  • The largest Vertiv seller in Q1 2021 was Platinum Equity Advisors, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2021.