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942 hedge funds and large institutions have $22B invested in Dover in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 285 increasing their positions, 298 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 62

23% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $53.5M

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 867942 (+75)

0.76% more ownership

Funds ownership: 83.78%84.54% (+0.76%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 298

Holders
942
Holders Change
+75
Holders Change %
+8.65%
% of All Funds
14.5%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
149
Increased
285
Reduced
298
Closed
62
Calls
$65.6M
Puts
$53.5M
Net Calls
+$12.1M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
526
Dowling & Yahnke
California
$578K
QIM
527
Quantitative Investment Management
Virginia
$577K +$540K +3,180 New
JF
528
Jump Financial
Illinois
$575K +$537K +3,163 New
TPCW
529
TD Private Client Wealth
New York
$574K -$41.6K -245 -7%
LFA
530
Legacy Financial Advisors
Kentucky
$571K +$19K +112 +4%
BFO
531
Boston Family Office
Massachusetts
$570K
CCFCSB
532
Cape Cod Five Cents Savings Bank
Massachusetts
$570K
RIM
533
Redpoint Investment Management
Australia
$568K
SSW
534
Smith Shellnut Wilson
Mississippi
$567K +$9.16K +54 +2%
GIA
535
Gateway Investment Advisers
Ohio
$565K +$89.3K +526 +20%
MLL
536
Moody Lynn & Lieberson
Massachusetts
$563K +$1.7K +10 +0.3%
AA
537
Ancora Advisors
Ohio
$561K +$61.8K +364 +13%
IA
538
IndexIQ Advisors
New York
$559K +$13.9K +82 +3%
CFFP
539
Center for Financial Planning
Michigan
$559K +$274K +1,613 +110%
Aristotle Capital Management
540
Aristotle Capital Management
California
$548K
WA
541
Wealth Alliance
New York
$545K -$28.5K -168 -5%
OF
542
Outfitter Financial
Maine
$545K
HTC
543
Haverford Trust Company
Pennsylvania
$545K +$170 +1 +0%
LWAC
544
Laurel Wealth Advisors (California)
California
$544K +$508K +2,993 New
PGA
545
Portland Global Advisors
Maine
$539K -$285K -1,680 -36%
SCM
546
Southport Capital Management
Tennessee
$537K -$271K -1,600 -35%
PP
547
Patten & Patten
Tennessee
$536K
ACM
548
Allred Capital Management
Texas
$533K -$68.9K -406 -12%
JSC
549
Jackson Square Capital
California
$528K
PWS
550
Precision Wealth Strategies
Missouri
$528K +$76.7K +452 +18%