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Vertiv
VRT

Overview Fund Activity

350 hedge funds and large institutions have $8.43B invested in Vertiv in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 91 increasing their positions, 138 reducing their positions, and 37 closing their positions.

Holders
350
Holders Change
+54
Holders Change %
+18.24%
% of All Funds
5.52%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.41%
New
92
Increased
91
Reduced
138
Closed
37
Calls
$202M
Puts
$65.9M
Net Calls
+$137M
Net Calls Change
+$127M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$128M
2
Coatue Management
2
Coatue Management
New York
$114M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$105M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$414M
5
Ameriprise
5
Ameriprise
Minnesota
$94.9M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$6.4M
2
EC
2
Eminence Capital
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$103M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$199M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$940M 37,955,215 – –
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$773M 31,200,595 -937,191 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$699M 28,211,047 +402,874 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$414M 16,724,589 +3,410,274 +26%
SV
5
Starboard Value
New York
$395M 15,944,889 -873,692 -5%
BlackRock
6
BlackRock
New York
$324M 13,064,806 -124,521 -0.9%
Invesco
7
Invesco
Georgia
$243M 9,815,787 -2,805,249 -22%
NSCM
8
New South Capital Management
Tennessee
$225M 9,063,998 -813,434 -8%
ClearBridge Investments
9
ClearBridge Investments
New York
$199M 8,015,103 -4,252,293 -35%
BAMCO Inc
10
BAMCO Inc
New York
$189M 7,650,000 – –
PC
11
PointState Capital
New York
$158M 6,387,157 +872,482 +16%
State Street
12
State Street
Massachusetts
$133M 5,380,578 +141,881 +3%
BCPEMI
13
Bain Capital Public Equity Management II
Massachusetts
$128M 5,173,075 +5,173,075 New
Coatue Management
14
Coatue Management
New York
$114M 4,588,462 +4,588,462 New
AllianceBernstein
15
AllianceBernstein
Tennessee
$113M 4,550,554 -4,106,267 -47%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$110M 4,429,492 -963,409 -18%
LWCA
17
Locust Wood Capital Advisers
New York
$109M 4,410,989 +298,749 +7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$109M 4,391,433 +203,926 +5%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$105M 4,244,659 +4,244,659 New
UBS Group
20
UBS Group
Switzerland
$103M 4,152,685 -4,309,961 -51%
Ameriprise
21
Ameriprise
Minnesota
$94.9M 3,830,042 +2,477,303 +183%
RS
22
Robeco Schweiz
Switzerland
$94M 3,795,300 +769,000 +25%
Norges Bank
23
Norges Bank
Norway
$85.5M 3,449,757 +420,996 +14%
Millennium Management
24
Millennium Management
New York
$84M 3,389,419 -302,403 -8%
CLG
25
Cooperman Leon G
$74.3M 3,000,000 -120,100 -4%
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