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426 hedge funds and large institutions have $5.27B invested in Dolby in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.5M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

14% more capital invested

Capital invested by funds: $4.61B → $5.27B (+$657M)

6.48% more ownership

Funds ownership: 96.98%103.46% (+6.5%)

3% more funds holding

Funds holding: 412426 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 159

Holders
426
Holders Change
+14
Holders Change %
+3.4%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
142
Reduced
159
Closed
35
Calls
$23M
Puts
$12.5M
Net Calls
+$10.5M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$403K
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$400K +$44.1K +523 +13%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$394K -$54.6K -647 -12%
DTL
254
Dynamic Technology Lab
Singapore
$393K -$284K -3,364 -42%
SFM
255
Signet Financial Management
New Jersey
$393K -$48.8K -579 -11%
EGM
256
Engineers Gate Manager
New York
$392K -$606K -7,191 -61%
EP
257
Edgestream Partners
New Jersey
$365K +$5.23K +62 +1%
FTDI
258
First Trust Direct Indexing
Massachusetts
$363K +$94.5K +1,121 +36%
BWA
259
BlueSky Wealth Advisors
North Carolina
$359K -$120K -1,428 -26%
PCFFS
260
Pacific Center for Financial Services
California
$356K -$4.13K -49 -1%
JWM
261
Janiczek Wealth Management
Colorado
$349K +$88.8K +1,053 +35%
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$346K -$224K -2,661 -40%
KAS
263
Kestra Advisory Services
Texas
$331K +$36.8K +436 +13%
BRWA
264
B. Riley Wealth Advisors
Florida
$327K -$132K -1,569 -29%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$317K -$39.7K -471 -11%
Cerity Partners
266
Cerity Partners
New York
$315K +$53.1K +630 +21%
US Bancorp
267
US Bancorp
Minnesota
$306K +$15.7K +186 +6%
BFM
268
Boothbay Fund Management
New York
$304K -$2.36K -28 -0.8%
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$300K -$22.3K -264 -7%
EI
270
Ethic Inc
New York
$298K +$291K +3,452 New
ETC
271
Exchange Traded Concepts
Oklahoma
$292K +$56.2K +666 +24%
WI
272
WrapManager Inc
California
$292K -$5.99K -71 -2%
S
273
SignatureFD
Georgia
$292K -$27.3K -324 -9%
AA
274
AlphaQ Advisors
Florida
$291K +$285K +3,379 New
MCM
275
MAI Capital Management
Ohio
$291K +$284K +3,372 New

DLB Hedge Fund Activity: Q4 2023 in Review

426 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q4 2023, worth a combined $5.27B — up 14% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DLB positions and 35 closed out — a net gain of 20 holders — while 142 added to existing stakes and 159 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Jackson Square Partners, cutting an estimated $55.6M.

  • 426 institutional investors held Dolby (DLB) as of Q4 2023, up from 412 in Q3 2023.
  • Funds reported $5.27B of Dolby stock for Q4 2023, up 14% quarter-over-quarter.
  • 55 funds opened new Dolby positions in Q4 2023 and 35 closed out, a net change of +20 holders.
  • The largest Dolby buyer in Q4 2023 was Morgan Stanley, an estimated $411M added.
  • The largest Dolby seller in Q4 2023 was Jackson Square Partners, an estimated $55.6M sold.

Based on aggregated 13F filings for Q4 2023.