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Vertiv
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286 hedge funds and large institutions have $4.67B invested in Vertiv in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 29

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

51% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $16.4M

37% more capital invested

Capital invested by funds: $3.4B → $4.67B (+$1.27B)

13% more funds holding

Funds holding: 254 → 286 (+32)

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

2.41% less ownership

Funds ownership: 93.03% → 90.61% (-2.4%)

Holders
286
Holders Change
+32
Holders Change %
+12.6%
% of All Funds
4.6%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.31%
New
66
Increased
91
Reduced
95
Closed
29
Calls
$24.8M
Puts
$16.4M
Net Calls
+$8.38M
Net Calls Change
+$12M

Top Buyers

1
SV
Starboard Value
New York
+$225M
2
CC
Cannell & Co
New York
+$41.1M
3
PC
PointState Capital
New York
+$40.7M
4
Millennium Management
Millennium Management
New York
+$40.7M
5
N
Nuveen
North Carolina
+$17.6M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$164M
2
UBS Group
UBS Group
Switzerland
-$144M
3
BlackRock
BlackRock
New York
-$52.8M
4
Deutsche Bank
Deutsche Bank
Germany
-$51.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
1
Platinum Equity Advisors
California
$518M – – –
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$450M -$20.7M -1,553,471 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$372M +$5.33M +400,126 +1%
SV
4
Starboard Value
New York
$231M +$225M +16,901,901 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$208M -$17.6M -1,316,616 -8%
ClearBridge Investments
6
ClearBridge Investments
New York
$207M -$7.65M -573,764 -4%
BlackRock
7
BlackRock
New York
$185M -$52.8M -3,961,916 -23%
Invesco
8
Invesco
Georgia
$144M -$5.24M -392,915 -4%
NSCM
9
New South Capital Management
Tennessee
$140M -$6.83M -512,146 -5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$132M -$46.1M -3,457,195 -26%
EC
11
Eminence Capital
New York
$128M -$8.44M -632,896 -6%
UBS Group
12
UBS Group
Switzerland
$115M -$144M -10,774,659 -56%
BAMCO Inc
13
BAMCO Inc
New York
$104M – – –
Aberdeen Group
14
Aberdeen Group
United Kingdom
$93.6M -$373K -27,946 -0.4%
DFO
15
Duquesne Family Office
New York
$80.8M +$13.2M +990,050 +20%
PC
16
PointState Capital
New York
$75.3M +$40.7M +3,054,589 +124%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$72.5M +$646K +48,431 +0.9%
State Street
18
State Street
Massachusetts
$62M -$1.59M -119,175 -3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$60.6M -$9.3M -697,643 -14%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$56.1M +$984K +73,809 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$55.3M +$2.75M +206,411 +5%
BC
22
Brahman Capital
New York
$51.9M +$1.01M +75,424 +2%
LWCA
23
Locust Wood Capital Advisers
New York
$48.5M +$8.38M +628,399 +22%
CC
24
Cannell & Co
New York
$42.1M +$41.1M +3,085,575 New
Millennium Management
25
Millennium Management
New York
$41.7M +$40.7M +3,050,116 New
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