Vertiv
VRT
293 hedge funds and large institutions have $7.83B invested in Vertiv in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 39 closing their positions.
967% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $1.86M
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
0% more funds holding
Funds holding: 293 → 293 (0)
5% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 106
3.62% less ownership
Funds ownership: 95.9% → 92.28% (-3.6%)
15% less capital invested
Capital invested by funds: $9.23B → $7.83B (-$1.39B)
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$81.4M |
| 2 |
Janus Henderson Group
London,
|
+$61.1M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41.4M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$37.3M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$274M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$99.5M |
| 3 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$52.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$33.4M |
| 5 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
-$30.9M |
VRT Hedge Fund Activity: Q3 2021 in Review
293 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2021, worth a combined $7.83B — down 15% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VRT positions and 39 closed out — a net gain of 3 holders — while 101 added to existing stakes and 106 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $81.4M. The largest seller was BlackRock, cutting an estimated $274M.
- 293 institutional investors held Vertiv (VRT) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $7.83B of Vertiv stock for Q3 2021, down 15% quarter-over-quarter.
- 42 funds opened new Vertiv positions in Q3 2021 and 39 closed out, a net change of +3 holders.
- The largest Vertiv buyer in Q3 2021 was Westwood Holdings Group, an estimated $81.4M added.
- The largest Vertiv seller in Q3 2021 was BlackRock, an estimated $274M sold.
Based on aggregated 13F filings for Q3 2021.