Vertiv
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.
241% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 22
98% more capital inflows, than outflows
Capital inflows: $739M | Capital outflows: $373M
88% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $1.61M
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$190M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$166M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.9M |
| 4 |
ClearBridge Investments
New York
|
+$24.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
-$85.9M |
| 2 |
Eminence Capital
New York
|
-$58.8M |
| 3 |
LCM
Lomas Capital Management
New York
|
-$41.4M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$39.7M |
| 5 |
Weiss Multi-Strategy Advisers
New York
|
-$25.1M |
VRT Hedge Fund Activity: Q2 2020 in Review
153 of the 4,890 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.