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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
TC
176
Telemus Capital
Michigan
$1.11M +$108K +1,284 +11%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$1.1M +$181K +2,150 +20%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.09M +$106K +1,253 +11%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$1.04M
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$991K +$18.5K +219 +2%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$987K -$54.4K -645 -5%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$985K +$89.8K +1,065 +10%
New York State Teachers Retirement System (NYSTRS)
183
New York State Teachers Retirement System (NYSTRS)
New York
$983K
GC
184
Globeflex Capital
California
$982K -$238K -2,821 -20%
OTPPB
185
Ontario Teachers' Pension Plan Board
Ontario, Canada
$967K +$672K +7,971 +245%
EA
186
Everpar Advisors
Oklahoma
$965K +$945K +11,203 New
PI
187
Pettee Investors
Connecticut
$956K
CB
188
Commerce Bank
Missouri
$946K
VWM
189
Venturi Wealth Management
Texas
$939K -$5.06K -60 -0.5%
AssetMark Inc
190
AssetMark Inc
California
$909K +$241K +2,855 +37%
IWC
191
Integrated Wealth Concepts
Massachusetts
$908K -$56.2K -667 -6%
PP
192
Prudential plc
United Kingdom
$903K
URS
193
Utah Retirement Systems
Utah
$881K
AO
194
Advisor OS
Illinois
$880K -$25.9K -307 -3%
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$878K -$110K -1,299 -11%
OAM
196
Oppenheimer Asset Management
New York
$876K -$47.5K -563 -5%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$870K +$852K +10,100 New
Neuberger Berman Group
198
Neuberger Berman Group
New York
$834K -$10.1K -120 -1%
Handelsbanken Fonder
199
Handelsbanken Fonder
Sweden
$820K
FT
200
Fiduciary Trust
Massachusetts
$819K +$42.2K +500 +6%

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.