Vertiv
VRT
256 hedge funds and large institutions have $5.83B 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.
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: 203 → 256 (+53)
14% more capital invested
Capital invested by funds: $5.1B → $5.83B (+$730M)
5.45% more ownership
Funds ownership: 89.59% → 95.04% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$121M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$109M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$82.3M |
| 4 |
JP Morgan Chase
New York
|
+$58.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
-$331M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$137M |
| 3 |
MMC
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
-$42M |
| 4 |
EC
Eminence Capital
New York
|
-$32M |
| 5 |
Goldman Sachs
New York
|
-$22M |
VRT Hedge Fund Activity: Q4 2020 in Review
256 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2020, worth a combined $5.83B — up 14% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new VRT positions and 23 closed out — a net gain of 54 holders — while 104 added to existing stakes and 49 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $121M. The largest seller was Platinum Equity Advisors, cutting an estimated $331M.
- 256 institutional investors held Vertiv (VRT) as of Q4 2020, up from 203 in Q3 2020.
- Funds reported $5.83B of Vertiv stock for Q4 2020, up 14% quarter-over-quarter.
- 77 funds opened new Vertiv positions in Q4 2020 and 23 closed out, a net change of +54 holders.
- The largest Vertiv buyer in Q4 2020 was Schroder Investment Management Group, an estimated $121M added.
- The largest Vertiv seller in Q4 2020 was Platinum Equity Advisors, an estimated $331M sold.
Based on aggregated 13F filings for Q4 2020.