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Vertiv
VRT

Overview Fund Activity

752 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

Holders
752
Holders Change
+176
Holders Change %
+30.56%
% of All Funds
10.9%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
241
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.24B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$390M
3
TA
3
Trivest Advisors
Hong Kong
$190M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.75B
5
CHP
5
Castle Hook Partners
New York
$136M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.89B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B
3
PEA
3
Platinum Equity Advisors
California
$0
4
Coatue Management
4
Coatue Management
New York
$755M
5
Morgan Stanley
5
Morgan Stanley
New York
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.89B 35,345,021 -13,737,183 -28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.75B 33,622,257 +1,766,784 +6%
BlackRock
3
BlackRock
New York
$2.24B 27,427,232 +4,569,721 +20%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B 13,375,392 -9,496,387 -42%
Coatue Management
5
Coatue Management
New York
$755M 9,245,342 -4,566,506 -33%
Invesco
6
Invesco
Georgia
$655M 8,016,611 -2,243,158 -22%
State Street
7
State Street
Massachusetts
$582M 7,127,317 +46,034 +0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$451M 5,520,742 +237,942 +5%
BAMCO Inc
9
BAMCO Inc
New York
$396M 4,850,000 -1,900,000 -28%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$390M 4,777,057 +3,591,903 +303%
Morgan Stanley
11
Morgan Stanley
New York
$364M 4,459,318 -3,485,440 -44%
Norges Bank
12
Norges Bank
Norway
$331M 4,056,933 +198,106 +5%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$278M 3,399,272 +1,563,466 +85%
NSCM
14
New South Capital Management
Tennessee
$265M 3,245,270 -1,914,672 -37%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$245M 3,002,197 +451,830 +18%
FAM
16
Fred Alger Management
New York
$225M 2,751,090 -737,621 -21%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$224M 2,742,767 -1,623,538 -37%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$214M 2,616,173 +1,487,497 +132%
Charles Schwab
19
Charles Schwab
California
$201M 2,460,935 -19,002 -0.8%
LWCA
20
Locust Wood Capital Advisers
New York
$199M 2,442,525 -975,097 -29%
Renaissance Technologies
21
Renaissance Technologies
New York
$192M 2,354,412 -32,300 -1%
ECP
22
Electron Capital Partners
New York
$191M 2,333,003 -329,358 -12%
TA
23
Trivest Advisors
Hong Kong
$190M 2,320,600 +2,246,800 +3,044%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$187M 2,287,308 +871,945 +62%
Bank of America
25
Bank of America
North Carolina
$186M 2,276,768 +730,081 +47%
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