Vertiv
VRT
583 hedge funds and large institutions have $16.7B invested in Vertiv in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 62 closing their positions.
291% more call options, than puts
Call options by funds: $599M | Put options by funds: $153M
218% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 62
32% more capital invested
Capital invested by funds: $12.7B → $16.7B (+$4.01B)
29% more funds holding
Funds holding: 453 → 583 (+130)
1.75% more ownership
Funds ownership: 89.45% → 91.2% (+1.8%)
2% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 180
5% less funds holding in top 10
Funds holding in top 10: 39 → 37 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$367M |
| 2 |
Morgan Stanley
New York
|
+$218M |
| 3 |
Coatue Management
New York
|
+$95.8M |
| 4 |
Holocene Advisors
New York
|
+$89.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$78.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$135M |
| 2 |
ClearBridge Investments
New York
|
-$115M |
| 3 |
Two Sigma Investments
New York
|
-$115M |
| 4 |
Jane Street
New York
|
-$114M |
| 5 |
PC
PointState Capital
New York
|
-$111M |
VRT Hedge Fund Activity: Q4 2023 in Review
583 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2023, worth a combined $16.7B — up 32% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new VRT positions and 62 closed out — a net gain of 135 holders — while 176 added to existing stakes and 180 trimmed.
The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $135M.
- 583 institutional investors held Vertiv (VRT) as of Q4 2023, up from 453 in Q3 2023.
- Funds reported $16.7B of Vertiv stock for Q4 2023, up 32% quarter-over-quarter.
- 197 funds opened new Vertiv positions in Q4 2023 and 62 closed out, a net change of +135 holders.
- The largest Vertiv buyer in Q4 2023 was BlackRock, an estimated $367M added.
- The largest Vertiv seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2023.