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814 hedge funds and large institutions have $14.2B invested in Dover in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $33.8M

3% more ownership

Funds ownership: 83.88%86.88% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $14.6B → $14.2B (-$433M)

3% less funds holding

Funds holding: 843814 (-29)

23% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 71

Holders
814
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
14.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
282
Reduced
275
Closed
71
Calls
$38.1M
Puts
$33.8M
Net Calls
+$4.32M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
501
Jackson Creek Investment Advisors
Colorado
$392K +$2.3K +18 +0.5%
QT
502
Quantamental Technologies
New York
$389K -$68.8K -539 -14%
JWM
503
Jeppson Wealth Management
California
$382K +$185K +1,451 +80%
SIMG
504
Sonora Investment Management Group
Arizona
$381K
MLL
505
Moody Lynn & Lieberson
Massachusetts
$380K
GIA
506
Gateway Investment Advisers
Ohio
$377K -$120K -940 -23%
5L
507
55I LLC
Massachusetts
$374K +$182K +1,429 +80%
DY
508
Dowling & Yahnke
California
$372K +$1.15K +9 +0.3%
BFO
509
Boston Family Office
Massachusetts
$366K
RIM
510
Redpoint Investment Management
Australia
$364K
Luther King Capital Management (LKCM)
511
Luther King Capital Management (LKCM)
Texas
$362K -$8.04K -63 -2%
CCFCSB
512
Cape Cod Five Cents Savings Bank
Massachusetts
$361K
FCFC
513
First Commonwealth Financial Corp
Pennsylvania
$361K +$9.96K +78 +3%
APA
514
American Portfolios Advisors
New York
$359K -$19.9K -156 -5%
CFFP
515
Center for Financial Planning
Michigan
$359K
TI
516
Tidal Investments
Wisconsin
$358K +$18.4K +144 +5%
Aristotle Capital Management
517
Aristotle Capital Management
California
$352K
FCI
518
Financial Counselors Inc
Kansas
$349K -$47.7K -374 -11%
PP
519
Prudential plc
United Kingdom
$349K +$24.5K +192 +7%
HBT
520
Heartland Bank & Trust
Illinois
$348K -$16K -125 -4%
MJP
521
Michael J. Puzo
$347K
SSW
522
Smith Shellnut Wilson
Mississippi
$345K +$18.4K +144 +5%
PP
523
Patten & Patten
Tennessee
$344K
HTC
524
Haverford Trust Company
Pennsylvania
$339K -$128 -1 -0%
GWA
525
GGM Wealth Advisors
Maryland
$337K