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Dave Inc
DAVE

21 hedge funds and large institutions have $13.6M invested in Dave Inc in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

41% more capital invested

Capital invested by funds: $9.67M → $13.6M (+$3.92M)

40% more funds holding

Funds holding: 15 → 21 (+6)

0.43% more ownership

Funds ownership: 14.87% → 15.3% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$204K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$100K
3
Northern Trust
Northern Trust
Illinois
+$65.3K
4
TRCT
Tower Research Capital (TRC)
New York
+$5.74K
5
BlackRock
BlackRock
New York
+$5.45K

Top Sellers

Rank Fund Capital Flow
1
TFG
Team Financial Group
California
-$6.24K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$762
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1
NVP Associates
California
$4.89M – – –
WCA
2
Whetstone Capital Advisors
Kansas
$4.2M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.46M +$1.4K +224 +0.1%
BlackRock
4
BlackRock
New York
$722K +$5.45K +872 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$452K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$274K +$204K +32,700 New
BCM
7
Bridgeway Capital Management
Texas
$176K – – –
State Street
8
State Street
Massachusetts
$148K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$135K +$100K +16,079 New
Northern Trust
10
Northern Trust
Illinois
$87.7K +$65.3K +10,461 New
A
11
AJOVista
Massachusetts
$22.3K +$16.6K +2,659 New
Morgan Stanley
12
Morgan Stanley
New York
$9.26K +$437 +70 +7%
TRCT
13
Tower Research Capital (TRC)
New York
$7.71K +$5.74K +919 New
ACA
14
Atlas Capital Advisors
Wyoming
$3.18K +$2.37K +379 New
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$2.13K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K -$762 -122 -43%
Wells Fargo
17
Wells Fargo
California
$922 +$19 +3 +3%
NA
18
NewEdge Advisors
Louisiana
$780 – – –
SPIA
19
Steward Partners Investment Advisory
New York
$260 – – –
Bank of America
20
Bank of America
North Carolina
$34 +$25 +4 New
TFG
21
Team Financial Group
California
– -$6.24K -1,007 Closed

DAVE Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q4 2023, worth a combined $13.6M — up 41% from $9.67M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DAVE positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $204K. The largest seller was Team Financial Group, exiting entirely with an estimated $6.24K sold.

  • 21 institutional investors held Dave Inc (DAVE) as of Q4 2023, up from 15 in Q3 2023.
  • Funds reported $13.6M of Dave Inc stock for Q4 2023, up 41% quarter-over-quarter.
  • 7 funds opened new Dave Inc positions in Q4 2023 and 1 closed out, a net change of +6 holders.
  • The largest Dave Inc buyer in Q4 2023 was Renaissance Technologies, an estimated $204K added.
  • The largest Dave Inc seller in Q4 2023 was Team Financial Group, an estimated $6.24K sold.

Based on aggregated 13F filings for Q4 2023.