Vertiv
VRT
278 hedge funds and large institutions have $6.55B invested in Vertiv in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 44 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 59
81% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $9.82M
55% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 44
12% more capital invested
Capital invested by funds: $5.83B → $6.55B (+$727M)
9% more funds holding
Funds holding: 256 → 278 (+22)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
1.81% less ownership
Funds ownership: 95.04% → 93.22% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$202M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$189M |
| 3 |
Neuberger Berman Group
New York
|
+$127M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$88.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
-$351M |
| 2 |
Goldman Sachs
New York
|
-$238M |
| 3 |
EC
Eminence Capital
New York
|
-$91.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$84.1M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$73.3M |
VRT Hedge Fund Activity: Q1 2021 in Review
278 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2021, worth a combined $6.55B — up 12% from $5.83B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new VRT positions and 44 closed out — a net gain of 24 holders — while 127 added to existing stakes and 59 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $202M. The largest seller was Platinum Equity Advisors, cutting an estimated $351M.
- 278 institutional investors held Vertiv (VRT) as of Q1 2021, up from 256 in Q4 2020.
- Funds reported $6.55B of Vertiv stock for Q1 2021, up 12% quarter-over-quarter.
- 68 funds opened new Vertiv positions in Q1 2021 and 44 closed out, a net change of +24 holders.
- The largest Vertiv buyer in Q1 2021 was Boston Partners, an estimated $202M added.
- The largest Vertiv seller in Q1 2021 was Platinum Equity Advisors, an estimated $351M sold.
Based on aggregated 13F filings for Q1 2021.