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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
MCM
476
MAI Capital Management
Ohio
$552K -$44K -331 -8%
EWM
477
Endurance Wealth Management
Rhode Island
$548K
MFG
478
Monte Financial Group
Connecticut
$547K
Lazard Asset Management
479
Lazard Asset Management
New York
$542K -$14.2K -107 -3%
MFG
480
MidWestOne Financial Group
Iowa
$542K
CFD
481
Creative Financial Designs
Indiana
$531K +$23K +173 +5%
BC
482
Bridgefront Capital
Texas
$529K +$519K +3,904 New
AOI
483
Auto-Owners Insurance
Michigan
$528K +$518K +3,900 New
CC
484
Commons Capital
Massachusetts
$527K -$18.3K -138 -3%
EF
485
Empirical Finance
Pennsylvania
$514K +$40.5K +305 +9%
GIA
486
Gateway Investment Advisers
Ohio
$505K +$65.8K +495 +15%
LWCFA
487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$504K -$244K -1,840 -33%
FCI
488
Financial Counselors Inc
Kansas
$498K +$91.4K +688 +23%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$493K -$5.84K -44 -1%
ISL
490
Ingalls & Snyder LLC
New York
$486K -$21.3K -160 -4%
LS
491
Livforsakringsbolaget Skandia
Sweden
$486K
TCM
492
Twin Capital Management
Pennsylvania
$485K -$2.42M -18,184 -84%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
493
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$485K +$192K +1,447 +68%
CPA
494
Capital Planning Advisors
California
$479K -$55.3K -416 -11%
FA
495
FDx Advisors
Illinois
$479K -$165K -1,243 -26%
NSAM
496
North Star Asset Management
Wisconsin
$478K
DC
497
Davenport & Co
Virginia
$475K -$12.9K -97 -3%
BBVA
498
Banco Bilbao Vizcaya Argentaria
Spain
$474K +$10.8K +81 +2%
JWM
499
Jeppson Wealth Management
California
$473K +$28.8K +217 +7%
LFA
500
Legacy Financial Advisors
Kentucky
$471K +$12.5K +94 +3%