Vertiv
VRT
297 hedge funds and large institutions have $4.85B invested in Vertiv in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 31 closing their positions.
58% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 31
38% more call options, than puts
Call options by funds: $35.8M | Put options by funds: $25.9M
10% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 96
4% more funds holding
Funds holding: 286 → 297 (+11)
4% more capital invested
Capital invested by funds: $4.67B → $4.85B (+$179M)
0.96% less ownership
Funds ownership: 90.61% → 89.65% (-0.96%)
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$42.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.3M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$18.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$17.5M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFO
Duquesne Family Office
New York
|
-$56.9M |
| 2 |
ClearBridge Investments
New York
|
-$41.9M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$27.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$24.4M |
VRT Hedge Fund Activity: Q1 2023 in Review
297 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2023, worth a combined $4.85B — up 3.8% from $4.67B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new VRT positions and 31 closed out — a net gain of 18 holders — while 106 added to existing stakes and 96 trimmed.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $42.6M. The largest seller was Duquesne Family Office, cutting an estimated $56.9M.
- 297 institutional investors held Vertiv (VRT) as of Q1 2023, up from 286 in Q4 2022.
- Funds reported $4.85B of Vertiv stock for Q1 2023, up 3.8% quarter-over-quarter.
- 49 funds opened new Vertiv positions in Q1 2023 and 31 closed out, a net change of +18 holders.
- The largest Vertiv buyer in Q1 2023 was Senator Investment Group, an estimated $42.6M added.
- The largest Vertiv seller in Q1 2023 was Duquesne Family Office, an estimated $56.9M sold.
Based on aggregated 13F filings for Q1 2023.