Vertiv
VRT
254 hedge funds and large institutions have $3.4B invested in Vertiv in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 60 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 80
23% more capital invested
Capital invested by funds: $2.77B → $3.4B (+$627M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3.35% more ownership
Funds ownership: 89.25% → 92.6% (+3.4%)
12% less funds holding
Funds holding: 289 → 254 (-35)
55% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 60
58% less call options, than puts
Call options by funds: $2.67M | Put options by funds: $6.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$92.2M |
| 2 |
DFO
Duquesne Family Office
New York
|
+$55.3M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$38.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$31.3M |
| 5 |
PC
PointState Capital
New York
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brahman Capital
New York
|
-$31.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.9M |
| 3 |
BlackRock
New York
|
-$19.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$17.3M |
| 5 |
EC
Eminence Capital
New York
|
-$12.7M |
VRT Hedge Fund Activity: Q3 2022 in Review
254 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2022, worth a combined $3.4B — up 23% from $2.77B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of VRT and 27 opened new positions — a net loss of 33 holders — while 80 trimmed existing stakes and 107 added.
The largest buyer was UBS Group, adding an estimated $92.2M. The largest seller was Brahman Capital, cutting an estimated $31.3M.
- 254 institutional investors held Vertiv (VRT) as of Q3 2022, down from 289 in Q2 2022.
- Funds reported $3.4B of Vertiv stock for Q3 2022, up 23% quarter-over-quarter.
- 27 funds opened new Vertiv positions in Q3 2022 and 60 closed out, a net change of -33 holders.
- The largest Vertiv buyer in Q3 2022 was UBS Group, an estimated $92.2M added.
- The largest Vertiv seller in Q3 2022 was Brahman Capital, an estimated $31.3M sold.
Based on aggregated 13F filings for Q3 2022.