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417 hedge funds and large institutions have $4.61B invested in Dolby in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 140

1% more funds holding

Funds holding: 413417 (+4)

0.83% more ownership

Funds ownership: 91.39%92.22% (+0.83%)

2% less capital invested

Capital invested by funds: $4.69B → $4.61B (-$77.9M)

27% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $37.2M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
417
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
146
Reduced
140
Closed
53
Calls
$27.2M
Puts
$37.2M
Net Calls
-$9.93M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$517M +$11.5M +137,289 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$419M -$21.7M -259,214 -5%
Morgan Stanley
3
Morgan Stanley
New York
$366M +$4.55M +54,457 +1%
BlackRock
4
BlackRock
New York
$265M +$4.08M +48,773 +2%
ClearBridge Investments
5
ClearBridge Investments
New York
$219M -$16.9M -202,377 -7%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$166M -$22.1M -265,012 -12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$140M +$17.5M +209,208 +14%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$127M +$1.25M +14,958 +1%
DGI
9
Disciplined Growth Investors
Minnesota
$118M -$3.74M -44,693 -3%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$108M +$21.2M +253,592 +24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$96.1M +$8.37M +100,163 +10%
Wells Fargo
12
Wells Fargo
California
$94.5M -$4.8M -57,382 -5%
State Street
13
State Street
Massachusetts
$89.9M -$5.05M -60,462 -5%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$87.1M +$5.71M +68,311 +7%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$71M -$11.6M -139,124 -14%
Norges Bank
16
Norges Bank
Norway
$63.9M +$15.7M +187,398 +33%
JSP
17
Jackson Square Partners
California
$61.7M -$30M -358,507 -33%
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$56M -$1.37M -16,445 -2%
Charles Schwab
19
Charles Schwab
California
$54.7M -$566K -6,778 -1%
Bank of America
20
Bank of America
North Carolina
$48.8M -$2.35M -28,073 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$48.3M +$2.04M +24,429 +4%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$47.4M -$1.01M -12,043 -2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$42.6M +$5.82M +69,682 +16%
RJA
24
Raymond James & Associates
Florida
$40.6M -$28.7K -344 -0.1%
QP
25
Quilter Plc
United Kingdom
$38.1M -$189K -2,267 -6%

DLB Hedge Fund Activity: Q2 2023 in Review

417 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dolby (DLB) for Q2 2023, worth a combined $4.61B — down 1.7% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DLB positions and 53 closed out — a net gain of 5 holders — while 146 added to existing stakes and 140 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $37.2M. The largest seller was Jackson Square Partners, cutting an estimated $30M.

  • 417 institutional investors held Dolby (DLB) as of Q2 2023, up from 413 in Q1 2023.
  • Funds reported $4.61B of Dolby stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 58 funds opened new Dolby positions in Q2 2023 and 53 closed out, a net change of +5 holders.
  • The largest Dolby buyer in Q2 2023 was Robeco Institutional Asset Management, an estimated $37.2M added.
  • The largest Dolby seller in Q2 2023 was Jackson Square Partners, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2023.