Vertiv
VRT
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, 92 increasing their positions, 94 reducing their positions, and 29 closing their positions.
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)
2% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 94
1.99% less ownership
Funds ownership: 92.6% → 90.61% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
New York
|
+$40.7M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$164M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$144M |
| 3 |
BlackRock
New York
|
-$52.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$51.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$46.1M |
VRT Hedge Fund Activity: Q4 2022 in Review
286 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2022, worth a combined $4.67B — up 37% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new VRT positions and 29 closed out — a net gain of 37 holders — while 92 added to existing stakes and 94 trimmed.
The largest buyer was Starboard Value, opening a new position worth an estimated $225M. The largest seller was Barclays, cutting an estimated $164M.
- 286 institutional investors held Vertiv (VRT) as of Q4 2022, up from 254 in Q3 2022.
- Funds reported $4.67B of Vertiv stock for Q4 2022, up 37% quarter-over-quarter.
- 66 funds opened new Vertiv positions in Q4 2022 and 29 closed out, a net change of +37 holders.
- The largest Vertiv buyer in Q4 2022 was Starboard Value, an estimated $225M added.
- The largest Vertiv seller in Q4 2022 was Barclays, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2022.