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292 hedge funds and large institutions have $9.2B invested in Vertiv in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 85 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

34,891% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $65K

41% more capital invested

Capital invested by funds: $6.53B → $9.2B (+$2.67B)

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

5% more funds holding

Funds holding: 277292 (+15)

2.71% more ownership

Funds ownership: 92.9%95.62% (+2.7%)

Holders
292
Holders Change
+15
Holders Change %
+5.42%
% of All Funds
5.08%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
63
Increased
108
Reduced
85
Closed
45
Calls
$22.7M
Puts
$65K
Net Calls
+$22.7M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
1
Platinum Equity Advisors
California
$1.63B
Vanguard Group
2
Vanguard Group
Pennsylvania
$668M +$47.9M +2,005,431 +9%
BlackRock
3
BlackRock
New York
$628M -$32.6M -1,365,690 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$428M +$19.7M +822,898 +6%
ClearBridge Investments
5
ClearBridge Investments
New York
$327M +$9.43M +394,542 +3%
Boston Partners
6
Boston Partners
Massachusetts
$271M -$1.09M -45,741 -0.5%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$261M +$41.8M +1,747,376 +22%
Victory Capital Management
8
Victory Capital Management
Texas
$256M +$225M +9,393,299 New
American Century Companies
9
American Century Companies
Missouri
$256M -$2.08M -86,968 -0.9%
NSCM
10
New South Capital Management
Tennessee
$233M -$7.07M -295,865 -3%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$231M +$202M +8,465,374 New
AllianceBernstein
12
AllianceBernstein
Tennessee
$229M +$81.6M +3,414,816 +69%
BAMCO Inc
13
BAMCO Inc
New York
$191M
Neuberger Berman Group
14
Neuberger Berman Group
New York
$178M -$2.74M -114,443 -2%
BC
15
Brahman Capital
New York
$159M -$30.7M -1,284,610 -18%
Invesco
16
Invesco
Georgia
$158M +$15.4M +644,921 +13%
SIG
17
Senator Investment Group
New York
$124M -$1.2M -50,000 -1%
Artisan Partners
18
Artisan Partners
Wisconsin
$107M -$7.65M -320,206 -8%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$102M -$2.25M -94,097 -2%
State Street
20
State Street
Massachusetts
$101M +$23.2M +970,623 +36%
JP Morgan Chase
21
JP Morgan Chase
New York
$101M +$4.79M +200,556 +6%
CVA
22
Ceredex Value Advisors
Florida
$99.5M +$27M +1,128,700 +45%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$81.9M +$4.06M +169,715 +6%
Ameriprise
24
Ameriprise
Minnesota
$80.7M -$2.77M -115,866 -4%
RS
25
Robeco Schweiz
Switzerland
$79.2M +$2.39M +100,000 +4%

VRT Hedge Fund Activity: Q2 2021 in Review

292 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2021, worth a combined $9.2B — up 41% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VRT positions and 45 closed out — a net gain of 18 holders — while 108 added to existing stakes and 85 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $225M. The largest seller was UBS AM, cutting an estimated $121M.

  • 292 institutional investors held Vertiv (VRT) as of Q2 2021, up from 277 in Q1 2021.
  • Funds reported $9.2B of Vertiv stock for Q2 2021, up 41% quarter-over-quarter.
  • 63 funds opened new Vertiv positions in Q2 2021 and 45 closed out, a net change of +18 holders.
  • The largest Vertiv buyer in Q2 2021 was Victory Capital Management, an estimated $225M added.
  • The largest Vertiv seller in Q2 2021 was UBS AM, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2021.