Vertiv
VRT
306 hedge funds and large institutions have $8.16B invested in Vertiv in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 81 reducing their positions, and 37 closing their positions.
490% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $2.64M
62% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 81
51% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 37
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
6% more capital invested
Capital invested by funds: $7.72B → $8.16B (+$446M)
5% more funds holding
Funds holding: 292 → 306 (+14)
4.9% less ownership
Funds ownership: 91.99% → 87.09% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$140M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$88M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$76.6M |
| 4 |
Morgan Stanley
New York
|
+$60M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
-$549M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$44.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$33.3M |
| 5 |
Goldman Sachs
New York
|
-$31.3M |
VRT Hedge Fund Activity: Q4 2021 in Review
306 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2021, worth a combined $8.16B — up 5.8% from $7.72B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VRT positions and 37 closed out — a net gain of 19 holders — while 131 added to existing stakes and 81 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $140M. The largest seller was Platinum Equity Advisors, cutting an estimated $549M.
- 306 institutional investors held Vertiv (VRT) as of Q4 2021, up from 292 in Q3 2021.
- Funds reported $8.16B of Vertiv stock for Q4 2021, up 5.8% quarter-over-quarter.
- 56 funds opened new Vertiv positions in Q4 2021 and 37 closed out, a net change of +19 holders.
- The largest Vertiv buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $140M added.
- The largest Vertiv seller in Q4 2021 was Platinum Equity Advisors, an estimated $549M sold.
Based on aggregated 13F filings for Q4 2021.