Vertiv
VRT
203 hedge funds and large institutions have $5.1B invested in Vertiv in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 15 closing their positions.
1,011% more call options, than puts
Call options by funds: $2.28M | Put options by funds: $205K
333% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 15
85% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 41
33% more funds holding
Funds holding: 153 → 203 (+50)
29% more capital invested
Capital invested by funds: $3.94B → $5.1B (+$1.16B)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
1.12% more ownership
Funds ownership: 88.47% → 89.59% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$115M |
| 2 |
BlackRock
New York
|
+$74.9M |
| 3 |
ClearBridge Investments
New York
|
+$71.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
-$360M |
| 2 |
EC
Eminence Capital
New York
|
-$95.8M |
| 3 |
Temasek Holdings
Singapore
|
-$67.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$28.4M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$27M |
VRT Hedge Fund Activity: Q3 2020 in Review
203 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2020, worth a combined $5.1B — up 29% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VRT positions and 15 closed out — a net gain of 50 holders — while 76 added to existing stakes and 41 trimmed.
The largest buyer was Capital World Investors, adding an estimated $115M. The largest seller was Platinum Equity Advisors, cutting an estimated $360M.
- 203 institutional investors held Vertiv (VRT) as of Q3 2020, up from 153 in Q2 2020.
- Funds reported $5.1B of Vertiv stock for Q3 2020, up 29% quarter-over-quarter.
- 65 funds opened new Vertiv positions in Q3 2020 and 15 closed out, a net change of +50 holders.
- The largest Vertiv buyer in Q3 2020 was Capital World Investors, an estimated $115M added.
- The largest Vertiv seller in Q3 2020 was Platinum Equity Advisors, an estimated $360M sold.
Based on aggregated 13F filings for Q3 2020.