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Dave Inc

48 hedge funds and large institutions have $89.5M invested in Dave Inc in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,041% more call options, than puts

Call options by funds: $911K | Put options by funds: $29K

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

559% more capital invested

Capital invested by funds: $13.6M → $89.5M (+$76M)

129% more funds holding

Funds holding: 2148 (+27)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7.17% more ownership

Funds ownership: 15.3%22.47% (+7.2%)

Holders
48
Holders Change
+27
Holders Change %
+128.57%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
10
Reduced
1
Closed
4
Calls
$911K
Puts
$29K
Net Calls
+$882K
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$372K +$231K +10,009 New
Morgan Stanley
27
Morgan Stanley
New York
$346K +$189K +8,207 +743%
Citigroup
28
Citigroup
New York
$331K +$205K +8,911 New
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$284K +$176K +7,652 New
BHCM
30
Brevan Howard Capital Management
Jersey
$283K +$175K +7,611 New
CIBC Asset Management
31
CIBC Asset Management
Ontario, Canada
$249K +$155K +6,708 New
YIH
32
Y-Intercept (HK)
Hong Kong
$224K +$139K +6,026 New
American Century Companies
33
American Century Companies
Missouri
$219K +$136K +5,895 New
Charles Schwab
34
Charles Schwab
California
$217K +$135K +5,855 New
Lazard Asset Management
35
Lazard Asset Management
New York
$161K +$100K +4,354 New
TRCT
36
Tower Research Capital (TRC)
New York
$128K +$58.5K +2,538 +276%
LP
37
LMR Partners
United Kingdom
$70.3K +$43.6K +1,893 New
Bank of America
38
Bank of America
North Carolina
$67.7K +$41.9K +1,820 +45,500%
Osaic Holdings
39
Osaic Holdings
Arizona
$28.2K +$17.5K +760 New
UBS Group
40
UBS Group
Switzerland
$22.1K +$13.7K +594 New
ACA
41
Atlas Capital Advisors
Wyoming
$14.1K
Simplex Trading
42
Simplex Trading
Illinois
$10K +$6.31K +274 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$9.43K
Wells Fargo
44
Wells Fargo
California
$4.12K +$23 +1 +0.9%
NA
45
NewEdge Advisors
Louisiana
$3.45K
SPIA
46
Steward Partners Investment Advisory
New York
$1.15K
Federated Hermes
47
Federated Hermes
Pennsylvania
$706 +$438 +19 New
Macquarie Group
48
Macquarie Group
Australia
$15 +$9.1K +395 New
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
-$135K -16,079 Closed
A
50
AJOVista
Massachusetts
-$22.3K -2,659 Closed

DAVE Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q1 2024, worth a combined $89.5M — up 559% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DAVE positions and 4 closed out — a net gain of 27 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $4.59M. The largest seller was Whetstone Capital Advisors, cutting an estimated $2.31M.

  • 48 institutional investors held Dave Inc (DAVE) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $89.5M of Dave Inc stock for Q1 2024, up 559% quarter-over-quarter.
  • 31 funds opened new Dave Inc positions in Q1 2024 and 4 closed out, a net change of +27 holders.
  • The largest Dave Inc buyer in Q1 2024 was Invesco, an estimated $4.59M added.
  • The largest Dave Inc seller in Q1 2024 was Whetstone Capital Advisors, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2024.