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866 hedge funds and large institutions have $16.1B invested in Dover in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 56

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $14.2B → $16.1B (+$1.85B)

6% more funds holding

Funds holding: 814866 (+52)

3% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 280

1.26% less ownership

Funds ownership: 86.88%85.62% (-1.3%)

37% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $43.4M

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
13.92%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
130
Increased
273
Reduced
280
Closed
56
Calls
$27.2M
Puts
$43.4M
Net Calls
-$16.2M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
451
HB Wealth Management
Georgia
$617K +$28.6K +215 +5%
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$613K -$19.9K -150 -3%
VA
453
Valmark Advisers
Ohio
$612K -$41.3K -311 -6%
CI
454
CX Institutional
Indiana
$611K +$53.8K +405 +10%
MGP
455
Metis Global Partners
California
$608K +$312K +2,349 +110%
BFM
456
Boothbay Fund Management
New York
$607K +$596K +4,484 New
KIA
457
KCM Investment Advisors
California
$601K
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$596K -$124K -934 -18%
WEPOG
459
Wealth Enhancement & Preservation of GA
Georgia
$594K +$135K +1,018 +30%
FCCM
460
First City Capital Management
Georgia
$592K -$30.6K -230 -5%
APC
461
Aspire Private Capital
North Carolina
$587K +$24.3K +183 +4%
P
462
Pitcairn
Pennsylvania
$581K -$19.7K -148 -3%
RWA
463
Ropes Wealth Advisors
Massachusetts
$579K +$11.8K +89 +2%
WS
464
Wedbush Securities
California
$573K -$40.8K -307 -7%
GPA
465
Guerra Pan Advisors
New Jersey
$571K
DGAM
466
Desjardins Global Asset Management
Quebec, Canada
$570K +$11.6K +87 +2%
ONB
467
Old National Bancorp
Indiana
$569K -$168K -1,267 -23%
AIM
468
Anchor Investment Management
South Carolina
$568K
PMA
469
Prudent Man Advisors
Illinois
$568K +$1.06K +8 +0.2%
CANY
470
Caxton Associates (New York)
New York
$565K -$30.3K -228 -5%
BFS
471
Bradley Foster & Sargent
Connecticut
$564K -$45.7K -344 -8%
CC
472
Centiva Capital
New York
$562K +$551K +4,151 New
TH
473
TCTC Holdings
Texas
$555K
FB
474
Fulton Bank
Pennsylvania
$555K +$398 +3 +0.1%
V
475
Veritable
Delaware
$553K +$28.6K +215 +6%