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389 hedge funds and large institutions have $3.86B invested in Dolby in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 147 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 39

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$255M)

3% more funds holding

Funds holding: 377389 (+12)

2.41% more ownership

Funds ownership: 89.98%92.39% (+2.4%)

3% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $4.34M

17% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 147

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
389
Holders Change
+12
Holders Change %
+3.18%
% of All Funds
6.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
122
Reduced
147
Closed
39
Calls
$4.49M
Puts
$4.34M
Net Calls
+$148K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$421M -$4.14M -60,094 -1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$361M +$72.6M +1,053,084 +26%
Morgan Stanley
3
Morgan Stanley
New York
$308M +$256M +3,721,613 +578%
BlackRock
4
BlackRock
New York
$220M +$6.43M +93,311 +3%
ClearBridge Investments
5
ClearBridge Investments
New York
$205M -$14.5M -210,060 -7%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$164M -$3.07M -44,591 -2%
DGI
7
Disciplined Growth Investors
Minnesota
$114M -$162K -2,346 -0.1%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$105M +$2.92M +42,418 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$98.9M -$23M -334,378 -19%
Wells Fargo
10
Wells Fargo
California
$83M +$9.59M +139,129 +13%
JSP
11
Jackson Square Partners
California
$80.9M -$39.5M -572,701 -33%
State Street
12
State Street
Massachusetts
$77.9M +$1.57M +22,760 +2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$71M +$5.12M +74,332 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$68.2M +$682K +9,899 +1%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$67.9M -$764K -11,087 -1%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$53.2M +$11.2M +162,337 +27%
Bank of America
17
Bank of America
North Carolina
$47.5M -$3.59M -52,111 -7%
Charles Schwab
18
Charles Schwab
California
$47.3M +$1.67M +24,295 +4%
Baillie Gifford & Co
19
Baillie Gifford & Co
United Kingdom
$44.1M +$7.15M +103,683 +20%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$43.2M -$31.6M -459,175 -43%
SEP
21
Soma Equity Partners
California
$42.3M -$62M -900,000 -60%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$41.5M -$198K -2,877 -0.5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$41.4M -$3.51M -50,995 -8%
AQR Capital Management
24
AQR Capital Management
Connecticut
$39.1M +$7.25M +105,176 +23%
Norges Bank
25
Norges Bank
Norway
$39M -$6.28M -91,047 -14%

DLB Hedge Fund Activity: Q4 2022 in Review

389 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q4 2022, worth a combined $3.86B — up 7.1% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DLB positions and 39 closed out — a net gain of 20 holders — while 122 added to existing stakes and 147 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $256M. The largest seller was Soma Equity Partners, cutting an estimated $62M.

  • 389 institutional investors held Dolby (DLB) as of Q4 2022, up from 377 in Q3 2022.
  • Funds reported $3.86B of Dolby stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 59 funds opened new Dolby positions in Q4 2022 and 39 closed out, a net change of +20 holders.
  • The largest Dolby buyer in Q4 2022 was Morgan Stanley, an estimated $256M added.
  • The largest Dolby seller in Q4 2022 was Soma Equity Partners, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2022.