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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
Osaic Holdings
51
Osaic Holdings
Arizona
$2.54K +$737 +88 +38%
AB
52
Amalgamated Bank
New York
$2K
SCM
53
Sterling Capital Management
North Carolina
$1.5K +$1.4K +167 +835%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.05K +126 +221%
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$779 +$812 +97 New
TWD
56
True Wealth Design
Ohio
$506 +$527 +63 New
CPG
57
Cornerstone Planning Group
New Jersey
$387 -$50 -6 -11%
FFA
58
Farther Finance Advisors
California
$377
RIL
59
Rothschild Investment LLC
Illinois
$281 +$293 +35 New
IA
60
IFP Advisors
Florida
$32 +$33 +4 New
WA
61
Wasatch Advisors
Utah
-$3.85M -411,740 Closed
EIM
62
Essex Investment Management
Massachusetts
-$977K -104,336 Closed
CSC
63
Cove Street Capital
California
-$847K -90,454 Closed
LCM
64
Legato Capital Management
California
-$335K -35,813 Closed
CC
65
Corton Capital
Ontario, Canada
-$299K -31,952 Closed
WPC
66
White Pine Capital
Minnesota
-$227K -24,303 Closed
DLP
67
De Lisle Partners
United Kingdom
-$216K -23,045 Closed
UCFA
68
United Capital Financial Advisors
Texas
-$184K -19,633 Closed
TI
69
Trexquant Investment
Connecticut
-$167K -17,892 Closed
OAM
70
Oppenheimer Asset Management
New York
-$141K -15,016 Closed
WE
71
Wealth Effects
Massachusetts
-$117K -12,500 Closed
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
-$68K -7,353 Closed
SWM
73
Spire Wealth Management
Virginia
-$8.62K -921 Closed
HI
74
Harbour Investments
Wisconsin
-$1.87K -200 Closed
CPA
75
Capital Performance Advisors
California
-$225 -24 Closed

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.