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867 hedge funds and large institutions have $18.7B invested in Dover in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 254 increasing their positions, 326 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

4% more funds holding

Funds holding: 835867 (+32)

2% more capital invested

Capital invested by funds: $18.4B → $18.7B (+$286M)

1.33% less ownership

Funds ownership: 85.11%83.78% (-1.3%)

22% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 326

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

48% less call options, than puts

Call options by funds: $36.8M | Put options by funds: $71M

Holders
867
Holders Change
+32
Holders Change %
+3.83%
% of All Funds
15.18%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
93
Increased
254
Reduced
326
Closed
48
Calls
$36.8M
Puts
$71M
Net Calls
-$34.2M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
426
Engineers Gate Manager
New York
$932K +$992K +5,991 New
NFG
427
Next Financial Group
Texas
$923K +$377K +2,278 +62%
ESB
428
Essex Savings Bank
Connecticut
$899K +$11.9K +72 +1%
PFC
429
Phocas Financial Corp
California
$898K
JC
430
JB Capital
Connecticut
$898K +$957K +5,777 New
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$889K -$799K -4,823 -46%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$879K -$30.1K -182 -3%
FCCM
433
First City Capital Management
Georgia
$879K
ERIM
434
Eagle Ridge Investment Management
Connecticut
$878K
OWP
435
Obermeyer Wealth Partners
Colorado
$874K +$4.31K +26 +0.5%
RWA
436
Ropes Wealth Advisors
Massachusetts
$867K -$154K -927 -14%
CPA
437
Capital Planning Advisors
California
$863K
AP
438
Advisor Partners
California
$856K -$6.96K -42 -0.8%
BCWM
439
Bartlett & Co Wealth Management
Ohio
$855K -$27.7K -167 -3%
WB
440
WesBanco Bank
West Virginia
$855K -$132K -800 -13%
BC
441
Bartlett & Co
Ohio
$855K -$27.7K -167 -3%
SFI
442
Siemens Fonds Invest
Germany
$848K +$903K +5,454 New
DI
443
Diligent Investors
California
$847K
QT
444
Quantamental Technologies
New York
$842K +$897K +5,415 New
TCOV
445
Trust Company of Vermont
Vermont
$835K -$1.16K -7 -0.1%
PA
446
Pinnacle Associates
New York
$832K -$4.14K -25 -0.5%
NRS
447
Neville Rodie & Shaw
New York
$829K
JCIA
448
Jackson Creek Investment Advisors
Colorado
$824K -$28.5K -172 -3%
PR
449
Payden & Rygel
California
$817K -$35.9M -216,700 -98%
ECM
450
Everence Capital Management
Indiana
$817K

DOV Hedge Fund Activity: Q3 2021 in Review

867 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2021, worth a combined $18.7B — up 1.6% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DOV positions and 48 closed out — a net gain of 45 holders — while 254 added to existing stakes and 326 trimmed.

The largest buyer was Macquarie Group, adding an estimated $381M. The largest seller was Citadel Advisors, cutting an estimated $162M.

  • 867 institutional investors held Dover (DOV) as of Q3 2021, up from 835 in Q2 2021.
  • Funds reported $18.7B of Dover stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 93 funds opened new Dover positions in Q3 2021 and 48 closed out, a net change of +45 holders.
  • The largest Dover buyer in Q3 2021 was Macquarie Group, an estimated $381M added.
  • The largest Dover seller in Q3 2021 was Citadel Advisors, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2021.