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Vertiv
VRT

Overview Fund Activity

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
Holders
277
Holders Change
+21
Holders Change %
+8.2%
% of All Funds
4.88%
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

1
Boston Partners
1
Boston Partners
Massachusetts
$200M
2
American Century Companies
2
American Century Companies
Missouri
$189M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$133M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.3M
5
Invesco
5
Invesco
Georgia
$103M

Top Sellers

1
PEA
1
Platinum Equity Advisors
California
$1.2B
2
Goldman Sachs
2
Goldman Sachs
New York
$58M
3
EC
3
Eminence Capital
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$37.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
201
Bard Financial Services
Connecticut
$445K +$224K +11,175 +101%
Sumitomo Mitsui Trust Group
202
Sumitomo Mitsui Trust Group
Japan
$420K +$420K +21,000 New
CAM
203
Carret Asset Management
New York
$399K +$4K +200 +1%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$374K +$374K +18,700 New
PAMU
205
Pictet Asset Management (UK)
United Kingdom
$351K – – –
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$348K +$348K +17,400 New
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$345K +$11.9K +596 +4%
BFS
208
Bradley Foster & Sargent
Connecticut
$342K – – –
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$340K – – –
EWM
210
Evercore Wealth Management
New York
$300K – – –
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$291K -$3.2K -160 -1%
Canada Life
212
Canada Life
Manitoba, Canada
$288K -$8.14K -409 -3%
Ensign Peak Advisors
213
Ensign Peak Advisors
Utah
$278K +$278K +13,890 New
TPCW
214
TD Private Client Wealth
New York
$266K +$236K +11,795 +788%
FHB
215
First Hawaiian Bank
Hawaii
$255K +$255K +12,708 New
LC
216
Loews Corp
New York
$254K – – –
SC
217
Steph & Co
Wisconsin
$248K +$24.6K +1,230 +11%
URS
218
Utah Retirement Systems
Utah
$246K +$18K +900 +8%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$241K +$30K +1,500 +14%
TFA
220
Toth Financial Advisory
Virginia
$240K +$240K +12,000 New
GT
221
Greenleaf Trust
Michigan
$234K – – –
WJWM
222
Williams Jones Wealth Management
New York
$227K -$244K -12,200 -52%
Osaic Holdings
223
Osaic Holdings
Arizona
$227K +$115K +5,650 +103%
ONB
224
Old National Bancorp
Indiana
$225K +$225K +11,220 New
JPMPWA
225
J.P. Morgan Private Wealth Advisors
California
$208K +$7.63K +381 +4%
7 8
9
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