Dave Inc
DAVE
15 hedge funds and large institutions have $8.36M invested in Dave Inc in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
1.68% more ownership
Funds ownership: 13.41% → 15.09% (+1.7%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% less capital invested
Capital invested by funds: $8.37M → $8.36M (-$7.21K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$982K |
| 2 |
BlackRock
New York
|
+$78.7K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.3K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.83K |
| 5 |
Morgan Stanley
New York
|
+$1.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$64.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
1
NVP Associates
Menlo Park,
California
| $3.11M | – | – | – |
|
|
WCA
2
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $2.67M | +$982K | +180,374 | +56% |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $1.56M | – | – | – |
|
|
4
BlackRock
New York
| $443K | +$78.7K | +14,471 | +21% |
|
5
Geode Capital Management
Boston,
Massachusetts
| $257K | – | – | – |
|
|
BCM
6
Bridgeway Capital Management
Houston,
Texas
| $112K | – | – | – |
|
7
State Street
Boston,
Massachusetts
| $93.9K | – | – | – |
|
8
HighTower Advisors
Chicago,
Illinois
| $90K | – | – | – |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | +$14.3K | +2,633 | +268% |
|
|
10
Morgan Stanley
New York
| $5.51K | +$1.78K | +328 | +46% |
|
|
11
Wells Fargo
San Francisco,
California
| $4.26K | +$3.83K | +704 | +741% |
|
12
RhumbLine Advisers
Boston,
Massachusetts
| $1.35K | +$1.38K | +254 | New |
|
|
NA
13
NewEdge Advisors
New Orleans,
Louisiana
| $496 | – | – | – |
|
|
SPIA
14
Steward Partners Investment Advisory
New York
| $165 | – | – | – |
|
|
15
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$64.8K | -10,690 | Closed |
|
DAVE Hedge Fund Activity: Q2 2023 in Review
15 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q2 2023, worth a combined $8.36M — down 0.09% from $8.37M a quarter earlier.
Fund positioning in DAVE was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 0 trimmed.
The largest buyer was Whetstone Capital Advisors, adding an estimated $982K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $64.8K sold.
- 15 institutional investors held Dave Inc (DAVE) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $8.36M of Dave Inc stock for Q2 2023, down 0.09% quarter-over-quarter.
- 1 fund opened new Dave Inc positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Dave Inc buyer in Q2 2023 was Whetstone Capital Advisors, an estimated $982K added.
- The largest Dave Inc seller in Q2 2023 was Susquehanna International Group, an estimated $64.8K sold.
Based on aggregated 13F filings for Q2 2023.