Vertiv
761 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 245 funds opening new positions, 240 increasing their positions, 232 reducing their positions, and 59 closing their positions.
315% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 59
66% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $679M
62% more funds holding in top 10
Funds holding in top 10: 37 → 60 (+23)
31% more funds holding
Funds holding: 583 → 761 (+178)
3% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 232
9.53% less ownership
Funds ownership: 90.27% → 80.73% (-9.5%)
38% less capital inflows, than outflows
Capital inflows: $3.08B | Capital outflows: $4.98B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$287M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$226M |
| 3 |
TA
Trivest Advisors
Hong Kong
|
+$141M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$111M |
| 5 |
Castle Hook Partners
New York
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$863M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$597M |
| 3 |
Platinum Equity Advisors
Beverly Hills,
California
|
-$382M |
| 4 |
Coatue Management
New York
|
-$287M |
| 5 |
PointState Capital
New York
|
-$152M |
VRT Hedge Fund Activity: Q1 2024 in Review
761 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 52% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new VRT positions and 59 closed out — a net gain of 186 holders — while 240 added to existing stakes and 232 trimmed.
The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.
- 761 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
- Funds reported $25.2B of Vertiv stock for Q1 2024, up 52% quarter-over-quarter.
- 245 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +186 holders.
- The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
- The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.
Based on aggregated 13F filings for Q1 2024.