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Dave Inc
DAVE

15 hedge funds and large institutions have $9.7M invested in Dave Inc in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

0.22% less ownership

Funds ownership: 15.09% → 14.87% (-0.22%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

52% less capital inflows, than outflows

Capital inflows: $55.5K | Capital outflows: $116K

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$36.1K
2
BlackRock
BlackRock
New York
+$12.9K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$90K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.4K
3
Wells Fargo
Wells Fargo
California
-$4.44K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$13

DAVE Hedge Fund Activity: Q3 2023 in Review

15 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q3 2023, worth a combined $9.7M — up 16% from $8.36M a quarter earlier.

Fund positioning in DAVE was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $36.1K. The largest seller was HighTower Advisors, exiting entirely with an estimated $90K sold.

  • 15 institutional investors held Dave Inc (DAVE) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $9.7M of Dave Inc stock for Q3 2023, up 16% quarter-over-quarter.
  • 1 fund opened new Dave Inc positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest Dave Inc buyer in Q3 2023 was Geode Capital Management, an estimated $36.1K added.
  • The largest Dave Inc seller in Q3 2023 was HighTower Advisors, an estimated $90K sold.

Based on aggregated 13F filings for Q3 2023.