Vertiv
VRT
352 hedge funds and large institutions have $8.44B invested in Vertiv in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 91 increasing their positions, 138 reducing their positions, and 38 closing their positions.
207% more call options, than puts
Call options by funds: $202M | Put options by funds: $65.9M
147% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 38
74% more capital invested
Capital invested by funds: $4.85B → $8.44B (+$3.59B)
63% more funds holding in top 10
Funds holding in top 10: 16 → 26 (+10)
19% more funds holding
Funds holding: 297 → 352 (+55)
0.19% more ownership
Funds ownership: 89.65% → 89.84% (+0.19%)
34% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$88.8M |
| 2 |
Coatue Management
New York
|
+$78.8M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$72.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$113M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$103M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$74M |
| 4 |
ClearBridge Investments
New York
|
-$73M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$70.5M |
VRT Hedge Fund Activity: Q2 2023 in Review
352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2023, worth a combined $8.44B — up 74% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new VRT positions and 38 closed out — a net gain of 56 holders — while 91 added to existing stakes and 138 trimmed.
The largest buyer was Bain Capital Public Equity Management II, opening a new position worth an estimated $88.8M. The largest seller was Eminence Capital, exiting entirely with an estimated $113M sold.
- 352 institutional investors held Vertiv (VRT) as of Q2 2023, up from 297 in Q1 2023.
- Funds reported $8.44B of Vertiv stock for Q2 2023, up 74% quarter-over-quarter.
- 94 funds opened new Vertiv positions in Q2 2023 and 38 closed out, a net change of +56 holders.
- The largest Vertiv buyer in Q2 2023 was Bain Capital Public Equity Management II, an estimated $88.8M added.
- The largest Vertiv seller in Q2 2023 was Eminence Capital, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2023.