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672 hedge funds and large institutions have $13.8B invested in Dover in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 205 increasing their positions, 219 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more capital invested

Capital invested by funds: $12.2B → $13.8B (+$1.57B)

7% more funds holding

Funds holding: 628672 (+44)

2.27% more ownership

Funds ownership: 106.09%108.36% (+2.3%)

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 219

67% less call options, than puts

Call options by funds: $50.9M | Put options by funds: $154M

Holders
672
Holders Change
+44
Holders Change %
+7.01%
% of All Funds
15.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
101
Increased
205
Reduced
219
Closed
50
Calls
$50.9M
Puts
$154M
Net Calls
-$104M
Net Calls Change
-$89.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
401
Virtu Financial
New York
$575K -$230K -2,976 -30%
V
402
Veritable
Delaware
$570K +$146K +1,890 +37%
EWM
403
Endurance Wealth Management
Rhode Island
$554K
BSW
404
Buckingham Strategic Wealth
Missouri
$554K +$2.32K +30 +0.4%
TAM
405
Tyers Asset Management
Texas
$553K +$61.1K +790 +13%
AAM
406
Aureus Asset Management
Massachusetts
$545K
Assenagon Asset Management
407
Assenagon Asset Management
Luxembourg
$543K -$1.33M -17,143 -72%
ISL
408
Ingalls & Snyder LLC
New York
$540K
CPC
409
Congress Park Capital
New York
$533K +$505K +6,530 New
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$533K -$36.5K -471 -7%
PA
411
Profund Advisors
Maryland
$530K +$119K +1,543 +31%
BF
412
BOK Financial
Oklahoma
$527K -$28.9K -373 -5%
MJP
413
Michael J. Puzo
$525K
CIC
414
Crawford Investment Counsel
Georgia
$522K
ERIM
415
Eagle Ridge Investment Management
Connecticut
$521K
Kayne Anderson Rudnick Investment Management
416
Kayne Anderson Rudnick Investment Management
California
$505K
NSEDCP
417
NJ State Employees Deferred Compensation Plan
New Jersey
$505K
JMPWA
418
JP Morgan Private Wealth Advisors
California
$504K +$89.3K +1,154 +23%
OAM
419
Oppenheimer Asset Management
New York
$502K
RIG
420
Renaissance Investment Group
Massachusetts
$495K
II
421
IFM Investors
Australia
$489K +$2.71K +35 +0.6%
MAM
422
Meeder Asset Management
Ohio
$481K -$44.7K -578 -9%
DADC
423
D.A. Davidson & Co
Montana
$480K
PG
424
Patten Group
Tennessee
$475K -$47.9K -619 -10%
AB
425
Atlas Brown
Kentucky
$475K