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256 hedge funds and large institutions have $5.82B invested in Vertiv in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 104 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 23

112% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 49

70% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $7.03M

26% more funds holding

Funds holding: 203256 (+53)

15% more capital invested

Capital invested by funds: $5.07B → $5.82B (+$749M)

5.45% more ownership

Funds ownership: 89.59%95.04% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
256
Holders Change
+53
Holders Change %
+26.11%
% of All Funds
4.53%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
77
Increased
104
Reduced
49
Closed
23
Calls
$11.9M
Puts
$7.03M
Net Calls
+$4.9M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
1
Platinum Equity Advisors
California
$1.44B -$331M -18,000,000 -19%
BlackRock
2
BlackRock
New York
$414M +$20.7M +1,123,091 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$371M +$37M +2,012,103 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$303M -$10.3M -558,822 -3%
Goldman Sachs
5
Goldman Sachs
New York
$274M -$22M -1,196,402 -8%
NSCM
6
New South Capital Management
Tennessee
$167M -$5.49M -298,422 -3%
ClearBridge Investments
7
ClearBridge Investments
New York
$165M +$23.3M +1,264,640 +17%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$139M +$109M +5,948,628 +401%
BC
9
Brahman Capital
New York
$138M -$8.62M -468,755 -6%
BAMCO Inc
10
BAMCO Inc
New York
$131M
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$124M +$121M +6,563,561 +6,569%
Citadel Advisors
12
Citadel Advisors
Florida
$113M +$82.3M +4,472,265 +281%
Artisan Partners
13
Artisan Partners
Wisconsin
$91.2M -$1.38M -74,787 -2%
EC
14
Eminence Capital
New York
$91.2M -$32M -1,742,040 -26%
SIG
15
Senator Investment Group
New York
$84.5M +$16.6M +900,000 +25%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$80.4M +$10.3M +559,260 +15%
JP Morgan Chase
17
JP Morgan Chase
New York
$59.9M +$58.3M +3,167,661 +8,009%
Ameriprise
18
Ameriprise
Minnesota
$57.5M +$8.31M +451,912 +17%
Millennium Management
19
Millennium Management
New York
$56.4M +$33.6M +1,827,414 +153%
LCM
20
Lomas Capital Management
New York
$53.5M +$15.9M +864,224 +43%
IAM
21
Iridian Asset Management
Connecticut
$50.6M +$25.1M +1,362,423 +101%
DCM
22
Discovery Capital Management
Connecticut
$50.4M +$11.2M +608,077 +29%
State Street
23
State Street
Massachusetts
$49.4M +$2.63M +143,007 +6%
LWCA
24
Locust Wood Capital Advisers
New York
$46.8M -$1.02M -55,585 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$45.5M +$4.42M +240,132 +11%