Vertiv
VRT
1,203 hedge funds and large institutions have $35.5B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 450 increasing their positions, 375 reducing their positions, and 92 closing their positions.
217% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 92
24% more call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.4B
20% more repeat investments, than reductions
Existing positions increased: 450 | Existing positions reduced: 375
18% more funds holding
Funds holding: 1,023 → 1,203 (+180)
11% more capital invested
Capital invested by funds: $32B → $35.5B (+$3.54B)
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
1,203 of the 7,607 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: 292 funds opened new VRT positions and 92 closed out — a net gain of 200 holders — while 450 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.
- 1,203 institutional investors held Vertiv (VRT) as of Q4 2024, up from 1,023 in Q3 2024.
- Funds reported $35.5B of Vertiv stock for Q4 2024, up 11% quarter-over-quarter.
- 292 funds opened new Vertiv positions in Q4 2024 and 92 closed out, a net change of +200 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.