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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
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$39.3M -$1.53M -18,129 -4%
N
27
Nuveen
North Carolina
$36.3M -$359K -4,252 -1%
JP Morgan Chase
28
JP Morgan Chase
New York
$36M +$10.5M +124,896 +43%
BTW
29
Boston Trust Walden
Massachusetts
$31.6M +$299K +3,549 +1%
Lazard Asset Management
30
Lazard Asset Management
New York
$30.8M +$6.08M +72,118 +25%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$30.8M -$217K -2,574 -0.7%
Invesco
32
Invesco
Georgia
$28M +$9.4M +111,463 +52%
Aristotle Capital Management
33
Aristotle Capital Management
California
$26.7M +$2.6M +30,813 +11%
SCM
34
Snyder Capital Management
California
$26.7M -$1.33M -15,752 -5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$26M -$332K -3,938 -1%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$23M -$872K -10,339 -4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$22M -$717K -8,508 -3%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$20.9M +$582K +6,905 +3%
Stifel Financial
39
Stifel Financial
Missouri
$19.5M -$91.4K -1,084 -0.5%
Principal Financial Group
40
Principal Financial Group
Iowa
$18.8M -$88.4K -1,048 -0.5%
UBS AM
41
UBS AM
Illinois
$18.6M -$10.7M -127,436 -37%
NPF
42
Norris Perne & French
Michigan
$17.5M -$502K -5,952 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$16.9M +$3.67M +43,539 +28%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$14.6M +$2.65M +31,384 +23%
PM
45
Pembroke Management
Quebec, Canada
$14.4M -$313K -3,711 -2%
UBS Group
46
UBS Group
Switzerland
$13.1M -$616K -7,308 -5%
Legal & General Group
47
Legal & General Group
United Kingdom
$12M -$24.3K -288 -0.2%
CS
48
Credit Suisse
Switzerland
$11.9M +$502K +5,948 +5%
2
49
2Xideas
Switzerland
$11.8M -$887K -10,513 -7%
CI
50
Cambiar Investors
Colorado
$11.7M +$165K +1,959 +1%

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.