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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
Morgan Stanley
1
Morgan Stanley
New York
$843M +$411M +4,876,899 +99%
Vanguard Group
2
Vanguard Group
Pennsylvania
$551M +$478K +5,666 +0.1%
BlackRock
3
BlackRock
New York
$500M +$1.8M +21,318 +0.4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$467M +$14.7M +174,898 +3%
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$222M +$48.8M +578,239 +29%
ClearBridge Investments
6
ClearBridge Investments
New York
$208M -$9.43M -111,841 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$180M +$17.4M +206,198 +11%
State Street
8
State Street
Massachusetts
$160M +$5.88M +69,748 +4%
DGI
9
Disciplined Growth Investors
Minnesota
$118M -$1.14M -13,550 -1%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$110M -$17.2M -203,751 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$105M +$2.01M +23,810 +2%
Wells Fargo
12
Wells Fargo
California
$105M -$685K -8,125 -0.7%
Charles Schwab
13
Charles Schwab
California
$58.7M +$876K +10,389 +2%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$58.3M -$29.9M -354,780 -34%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$56M -$4.83M -57,306 -8%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$53.4M -$10.4M -123,392 -17%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$50.2M +$395K +4,680 +0.8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$48.7M -$1.23M -14,606 -3%
Bank of America
19
Bank of America
North Carolina
$46.6M +$505K +5,990 +1%
Northern Trust
20
Northern Trust
Illinois
$44.5M -$1.57M -18,599 -3%
RJA
21
Raymond James & Associates
Florida
$43.3M +$454K +5,380 +1%
Norges Bank
22
Norges Bank
Norway
$42.1M +$3.28M +38,912 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$41.3M +$1.12M +13,315 +3%
Baillie Gifford & Co
24
Baillie Gifford & Co
United Kingdom
$41M -$4.74M -56,177 -11%
AQR Capital Management
25
AQR Capital Management
Connecticut
$39.8M -$4.09M -48,454 -9%

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.