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Vertiv
VRT

583 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $599M | Put options by funds: $153M

218% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 62

32% more capital invested

Capital invested by funds: $12.7B → $16.7B (+$4.01B)

29% more funds holding

Funds holding: 453 → 583 (+130)

1.75% more ownership

Funds ownership: 89.45% → 91.2% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 180

5% less funds holding in top 10

Funds holding in top 10: 39 → 37 (-2)

Holders
583
Holders Change
+130
Holders Change %
+28.7%
% of All Funds
8.5%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.54%
New
197
Increased
176
Reduced
180
Closed
62
Calls
$599M
Puts
$153M
Net Calls
+$446M
Net Calls Change
+$290M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$367M
2
Morgan Stanley
Morgan Stanley
New York
+$218M
3
Coatue Management
Coatue Management
New York
+$95.8M
4
Holocene Advisors
Holocene Advisors
New York
+$89.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
2
ClearBridge Investments
ClearBridge Investments
New York
-$115M
3
Two Sigma Investments
Two Sigma Investments
New York
-$115M
4
Jane Street
Jane Street
New York
-$114M
5
PC
PointState Capital
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
201
Arizona State Retirement System
Arizona
$4.52M +$325K +7,627 +9%
Federated Hermes
202
Federated Hermes
Pennsylvania
$4.5M -$1.14M -26,747 -22%
Adage Capital Partners
203
Adage Capital Partners
Massachusetts
$4.44M +$3.94M +92,533 New
EGM
204
Engineers Gate Manager
New York
$4.34M -$4.42M -103,698 -53%
Nomura Asset Management
205
Nomura Asset Management
Japan
$4.19M +$3.66M +86,010 +7,168%
Canada Life
206
Canada Life
Manitoba, Canada
$4.15M +$2.35M +55,264 +174%
PI
207
PEAK6 Investments
Illinois
$4.1M +$3.63M +85,337 New
EI
208
EAM Investors
California
$4.06M +$1.19M +28,013 +50%
JC
209
Jetstream Capital
Tennessee
$4.03M +$681K +16,000 +24%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$4.02M -$7.32K -172 -0.2%
WCA
211
Waratah Capital Advisors
Ontario, Canada
$3.94M +$3.49M +82,072 New
BAAM
212
Baker Avenue Asset Management
California
$3.76M +$731K +17,173 +28%
SCM
213
Silvant Capital Management
Georgia
$3.75M – – –
CIC
214
Chase Investment Counsel
Virginia
$3.69M -$66.7K -1,567 -2%
BPIM
215
Brant Point Investment Management
New York
$3.68M -$1.33M -31,202 -29%
Aberdeen Group
216
Aberdeen Group
United Kingdom
$3.62M +$1.15M +27,087 +56%
DKCM
217
Davidson Kempner Capital Management
New York
$3.6M +$3.19M +75,000 New
TA
218
Trivest Advisors
Hong Kong
$3.54M -$25.6M -600,900 -89%
AI
219
Atom Investors
Texas
$3.52M -$313K -7,360 -9%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$3.5M +$562K +13,200 +22%
Truist Financial
221
Truist Financial
North Carolina
$3.49M +$1.5M +35,286 +94%
LPL Financial
222
LPL Financial
California
$3.48M +$330K +7,744 +12%
EIP
223
Easterly Investment Partners
Massachusetts
$3.48M -$6M -140,798 -66%
FAF
224
Fjarde Ap-fonden
Sweden
$3.46M +$3.07M +72,000 New
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$3.42M +$1.98M +46,384 +187%
7 8
9
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VRT Hedge Fund Activity: Q4 2023 in Review

583 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2023, worth a combined $16.7B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VRT positions and 62 closed out — a net gain of 135 holders — while 176 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $135M.

  • 583 institutional investors held Vertiv (VRT) as of Q4 2023, up from 453 in Q3 2023.
  • Funds reported $16.7B of Vertiv stock for Q4 2023, up 32% quarter-over-quarter.
  • 197 funds opened new Vertiv positions in Q4 2023 and 62 closed out, a net change of +135 holders.
  • The largest Vertiv buyer in Q4 2023 was BlackRock, an estimated $367M added.
  • The largest Vertiv seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.