Vertiv
1,206 hedge funds and large institutions have $35.5B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 452 increasing their positions, 375 reducing their positions, and 92 closing their positions.
218% more first-time investments, than exits
New positions opened: 293 | Existing positions closed: 92
24% more call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.4B
21% more repeat investments, than reductions
Existing positions increased: 452 | Existing positions reduced: 375
18% more funds holding
Funds holding: 1,025 → 1,206 (+181)
9% less capital inflows, than outflows
Capital inflows: $4.78B | Capital outflows: $5.26B
2.39% less ownership
Funds ownership: 85.47% → 83.07% (-2.4%)
16% less funds holding in top 10
Funds holding in top 10: 56 → 47 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$624M |
| 2 |
Jennison Associates
New York
|
+$374M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$229M |
| 4 |
Morgan Stanley
New York
|
+$187M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$686M |
| 2 |
BlackRock
New York
|
-$359M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$280M |
| 4 |
JP Morgan Chase
New York
|
-$220M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$195M |
VRT Hedge Fund Activity: Q4 2024 in Review
1,206 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q4 2024, worth a combined $35.5B — up 11% from $32B a quarter earlier.
Buyers outnumbered sellers: 293 funds opened new VRT positions and 92 closed out — a net gain of 201 holders — while 452 added to existing stakes and 375 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $624M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $686M sold.
- 1,206 institutional investors held Vertiv (VRT) as of Q4 2024, up from 1,025 in Q3 2024.
- Funds reported $35.5B of Vertiv stock for Q4 2024, up 11% quarter-over-quarter.
- 293 funds opened new Vertiv positions in Q4 2024 and 92 closed out, a net change of +201 holders.
- The largest Vertiv buyer in Q4 2024 was Massachusetts Financial Services, an estimated $624M added.
- The largest Vertiv seller in Q4 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $686M sold.
Based on aggregated 13F filings for Q4 2024.