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Vertiv
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Overview Fund Activity

1,005 hedge funds and large institutions have $31.4B invested in Vertiv in 2024 Q3 according to their latest regulatory filings, with 232 funds opening new positions, 413 increasing their positions, 287 reducing their positions, and 114 closing their positions.

Holders
1,005
Holders Change
+110
Holders Change %
+12.29%
% of All Funds
14.54%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
0.8%
New
232
Increased
413
Reduced
287
Closed
114
Calls
$1.7B
Puts
$1.1B
Net Calls
+$595M
Net Calls Change
+$248M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$458M
2
Amundi
2
Amundi
France
$406M
3
BlackRock
3
BlackRock
New York
$3.69B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$390M
5
Bank of America
5
Bank of America
North Carolina
$781M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.21B
2
Norges Bank
2
Norges Bank
Norway
$0
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$202M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.48B
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$3.69B 37,077,091 +2,945,746 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.49B 35,111,309 +1,464,188 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.48B 14,898,811 -1,535,043 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.21B 12,188,541 -11,669,655 -49%
Invesco
5
Invesco
Georgia
$871M 8,758,200 +137,581 +2%
Bank of America
6
Bank of America
North Carolina
$781M 7,852,191 +2,310,130 +42%
Coatue Management
7
Coatue Management
New York
$768M 7,716,123 -1,326,789 -15%
State Street
8
State Street
Massachusetts
$760M 7,635,081 +308,704 +4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$686M 6,891,883 +970,648 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$592M 5,951,784 +408,054 +7%
Jennison Associates
11
Jennison Associates
New York
$458M 4,600,415 +4,558,306 +10,825%
Morgan Stanley
12
Morgan Stanley
New York
$410M 4,122,491 -290,940 -7%
Amundi
13
Amundi
France
$406M 3,806,126 +3,115,895 +451%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$390M 3,915,446 +2,860,181 +271%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$359M 3,611,566 +40,696 +1%
BAMCO Inc
16
BAMCO Inc
New York
$353M 3,550,000 -250,000 -7%
ClearBridge Investments
17
ClearBridge Investments
New York
$346M 3,480,265 +927,264 +36%
FAM
18
Fred Alger Management
New York
$330M 3,320,425 +652,436 +24%
Ameriprise
19
Ameriprise
Minnesota
$320M 3,211,945 -177,763 -5%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$299M 3,009,947 -285,109 -9%
Viking Global Investors
21
Viking Global Investors
Connecticut
$280M 2,813,448 +2,123,761 +308%
American Century Companies
22
American Century Companies
Missouri
$277M 2,783,854 +989,086 +55%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$266M 2,669,010 +195,806 +8%
NSCM
24
New South Capital Management
Tennessee
$255M 2,560,186 -38,660 -1%
AI
25
Axiom Investors
Connecticut
$235M 2,362,309 -194,660 -8%
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