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Dorman Products

226 hedge funds and large institutions have $2.27B invested in Dorman Products in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more call options, than puts

Call options by funds: $6.8M | Put options by funds: $641K

22% more capital invested

Capital invested by funds: $1.86B → $2.27B (+$410M)

8.45% more ownership

Funds ownership: 77.8%86.25% (+8.5%)

3% less funds holding

Funds holding: 233226 (-7)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 94

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
70
Reduced
94
Closed
33
Calls
$6.8M
Puts
$641K
Net Calls
+$6.16M
Net Calls Change
+$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$11.4K +$10.2K +137 New
S
202
SignatureFD
Georgia
$11.3K -$1.05K -14 -9%
PTC
203
Private Trust Company
Ohio
$10.9K +$3.36K +45 +52%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$9.01K +$8.07K +108 New
PP
205
PrairieView Partners
Minnesota
$8K
CTC
206
Central Trust Company
Missouri
$6.76K
IA
207
IFP Advisors
Florida
$6.67K +$2.99K +40 +100%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$6.01K +$1.94K +26 +57%
ST
209
Smithfield Trust
Pennsylvania
$6K
AF
210
Allworth Financial
California
$4K +$3.06K +41 +586%
Lazard Asset Management
211
Lazard Asset Management
New York
$3K +$2.76K +37 New
LFA
212
LGT Financial Advisors
Texas
$2.33K -$71.6K -958 -97%
EWA
213
EverSource Wealth Advisors
Alabama
$1.75K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.67K
SWS
215
SYSTM Wealth Solutions
Illinois
$1.25K +$1.12K +15 New
PWA
216
Provenance Wealth Advisors
Florida
$1K
PWMG
217
Private Wealth Management Group
New Jersey
$1K +$897 +12 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$584 -$523 -7 -50%
AWM
219
Abound Wealth Management
Tennessee
$418 +$149 +2 +67%
CFGS
220
Concourse Financial Group Securities
Alabama
$417 -$672 -9 -64%
FFA
221
Farther Finance Advisors
California
$417 +$224 +3 +150%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$334 -$2.69K -36 -90%
VCM
223
Versant Capital Management
Arizona
$334 -$1.72K -23 -85%
SIC
224
SJS Investment Consulting
Ohio
$334 -$149 -2 -33%
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$334 +$299 +4 New

DORM Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dorman Products (DORM) for Q4 2023, worth a combined $2.27B — up 22% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DORM and 29 opened new positions — a net loss of 4 holders — while 94 trimmed existing stakes and 70 added.

The largest buyer was Morgan Stanley, adding an estimated $202M. The largest seller was Anchor Capital Advisors, exiting entirely with an estimated $21.4M sold.

  • 226 institutional investors held Dorman Products (DORM) as of Q4 2023, down from 233 in Q3 2023.
  • Funds reported $2.27B of Dorman Products stock for Q4 2023, up 22% quarter-over-quarter.
  • 29 funds opened new Dorman Products positions in Q4 2023 and 33 closed out, a net change of -4 holders.
  • The largest Dorman Products buyer in Q4 2023 was Morgan Stanley, an estimated $202M added.
  • The largest Dorman Products seller in Q4 2023 was Anchor Capital Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.