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77 hedge funds and large institutions have $575M invested in Vertiv in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

61% more capital invested

Capital invested by funds: $356M → $575M (+$218M)

57% more funds holding

Funds holding: 4977 (+28)

25.97% more ownership

Funds ownership: 50.65%76.62% (+26%)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
77
Holders Change
+28
Holders Change %
+57.14%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
39
Increased
13
Reduced
13
Closed
11
Calls
$6.44M
Puts
Net Calls
+$6.44M
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$37.6M +$20.5M +1,958,604 +135%
BC
2
Brahman Capital
New York
$33.1M +$31.3M +3,000,000 New
LCM
3
LH Capital Markets
New York
$33.1M +$31.3M +3,000,000 New
LWCA
4
Locust Wood Capital Advisers
New York
$32.7M +$22.7M +2,172,710 +273%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$29.8M +$28.2M +2,700,000 New
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$27.9M
RCM
7
Ratan Capital Management
Florida
$22.1M +$20.9M +2,004,166 New
BAMCO Inc
8
BAMCO Inc
New York
$22.1M +$20.9M +2,000,000 New
FBCM
9
Fort Baker Capital Management
California
$21.9M +$20.7M +1,981,641 New
KC
10
Kepos Capital
New York
$20.1M +$3.15M +301,723 +20%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$18.8M
JGC
12
J. Goldman & Co
New York
$17.8M +$5.24M +501,691 +45%
BCM
13
BlueCrest Capital Management
Jersey
$15.7M +$4.84M +463,139 +48%
KCM
14
Kingdon Capital Management
New York
$14.9M +$14.1M +1,347,647 New
JP Morgan Chase
15
JP Morgan Chase
New York
$13.5M +$12.8M +1,223,664 New
AIMCA
16
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.2M
SC
17
Sculptor Capital
New York
$11.3M -$4.93M -471,975 -31%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$9.93M +$7.31M +699,999 +350%
HIM
19
HGC Investment Management
Ontario, Canada
$9.79M -$4.76M -455,492 -34%
DKCM
20
Davidson Kempner Capital Management
New York
$8.62M +$8.16M +781,300 New
LA
21
Linden Advisors
New York
$8.57M -$4.18M -400,000 -34%
UOC
22
UBS O'Connor
Illinois
$8.55M +$8.09M +775,000 New
BPIM
23
Brant Point Investment Management
New York
$8.29M +$7.85M +751,627 New
EAM
24
Eagle Asset Management
Florida
$7.86M +$7.44M +712,744 New
PC
25
Periscope Capital
Ontario, Canada
$7.46M -$5.55M -531,700 -44%

VRT Hedge Fund Activity: Q4 2019 in Review

77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2019, worth a combined $575M — up 61% from $356M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VRT positions and 11 closed out — a net gain of 28 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Brahman Capital, opening a new position worth an estimated $31.3M. The largest seller was Governors Lane, exiting entirely with an estimated $36.5M sold.

  • 77 institutional investors held Vertiv (VRT) as of Q4 2019, up from 49 in Q3 2019.
  • Funds reported $575M of Vertiv stock for Q4 2019, up 61% quarter-over-quarter.
  • 39 funds opened new Vertiv positions in Q4 2019 and 11 closed out, a net change of +28 holders.
  • The largest Vertiv buyer in Q4 2019 was Brahman Capital, an estimated $31.3M added.
  • The largest Vertiv seller in Q4 2019 was Governors Lane, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2019.