Vertiv
VRT
906 hedge funds and large institutions have $27B invested in Vertiv in 2024 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 347 increasing their positions, 267 reducing their positions, and 76 closing their positions.
205% more first-time investments, than exits
New positions opened: 232 | Existing positions closed: 76
40% more call options, than puts
Call options by funds: $1.21B | Put options by funds: $861M
30% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 267
19% more funds holding
Funds holding: 760 → 906 (+146)
7% more capital invested
Capital invested by funds: $25.2B → $27B (+$1.79B)
2.42% more ownership
Funds ownership: 80.73% → 83.15% (+2.4%)
27% less funds holding in top 10
Funds holding in top 10: 60 → 44 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.26B |
| 2 |
BlackRock
New York
|
+$610M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$348M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$297M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.05B |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$679M |
| 3 |
TA
Trivest Advisors
Hong Kong
|
-$190M |
| 4 |
Two Sigma Advisers
New York
|
-$170M |
| 5 |
Holocene Advisors
New York
|
-$111M |
VRT Hedge Fund Activity: Q2 2024 in Review
906 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2024, worth a combined $27B — up 7.1% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 232 funds opened new VRT positions and 76 closed out — a net gain of 156 holders — while 347 added to existing stakes and 267 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $1.05B.
- 906 institutional investors held Vertiv (VRT) as of Q2 2024, up from 760 in Q1 2024.
- Funds reported $27B of Vertiv stock for Q2 2024, up 7.1% quarter-over-quarter.
- 232 funds opened new Vertiv positions in Q2 2024 and 76 closed out, a net change of +156 holders.
- The largest Vertiv buyer in Q2 2024 was JP Morgan Chase, an estimated $1.26B added.
- The largest Vertiv seller in Q2 2024 was Fidelity Investments, an estimated $1.05B sold.
Based on aggregated 13F filings for Q2 2024.