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DLH Holdings

60 hedge funds and large institutions have $77.5M invested in DLH Holdings in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more call options, than puts

Call options by funds: $172K | Put options by funds: $151K

5.42% more ownership

Funds ownership: 61.67%67.08% (+5.4%)

5% less capital invested

Capital invested by funds: $81.8M → $77.5M (-$4.28M)

15% less funds holding

Funds holding: 7160 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
24
Reduced
14
Closed
17
Calls
$172K
Puts
$151K
Net Calls
+$21K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$191K
Morgan Stanley
27
Morgan Stanley
New York
$171K -$5.2K -621 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$154K -$59.5K -7,112 -27%
AWM
29
Aprio Wealth Management
Georgia
$146K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$142K -$278K -33,179 -65%
WIA
31
Wealthedge Investment Advisors
New York
$114K +$119K +14,219 New
Barclays
32
Barclays
United Kingdom
$104K +$10.7K +1,282 +11%
N
33
Nuveen
North Carolina
$87.9K
UBS Group
34
UBS Group
Switzerland
$78.9K +$48.6K +5,811 +145%
Bank of America
35
Bank of America
North Carolina
$61.7K +$15.5K +1,855 +32%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$60.7K -$11K -1,309 -15%
Citigroup
37
Citigroup
New York
$53.2K +$3.98K +476 +8%
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$39.8K +$1.91K +228 +5%
Wells Fargo
39
Wells Fargo
California
$37.1K +$9.87K +1,179 +34%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$34.7K -$88.4K -10,560 -71%
CF
41
Corebridge Financial
Texas
$33.9K -$2.67K -319 -7%
NA
42
NewEdge Advisors
Louisiana
$22.9K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$21K
Simplex Trading
44
Simplex Trading
Illinois
$20K -$1.5K -179 -7%
TRCT
45
Tower Research Capital (TRC)
New York
$11.1K +$4.33K +518 +60%
AIP
46
Ameritas Investment Partners
Nebraska
$6.67K
Legal & General Group
47
Legal & General Group
United Kingdom
$6.52K
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$6.42K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$6.31K +$2.38K +284 +57%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$4.94K

DLHC Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DLH Holdings (DLHC) for Q4 2024, worth a combined $77.5M — down 5.2% from $81.8M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DLHC and 6 opened new positions — a net loss of 11 holders — while 14 trimmed existing stakes and 24 added.

The largest buyer was Minerva Advisors, adding an estimated $1.77M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $3.85M sold.

  • 60 institutional investors held DLH Holdings (DLHC) as of Q4 2024, down from 71 in Q3 2024.
  • Funds reported $77.5M of DLH Holdings stock for Q4 2024, down 5.2% quarter-over-quarter.
  • 6 funds opened new DLH Holdings positions in Q4 2024 and 17 closed out, a net change of -11 holders.
  • The largest DLH Holdings buyer in Q4 2024 was Minerva Advisors, an estimated $1.77M added.
  • The largest DLH Holdings seller in Q4 2024 was Wasatch Advisors, an estimated $3.85M sold.

Based on aggregated 13F filings for Q4 2024.