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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
AWM
526
Apollon Wealth Management
South Carolina
$335K +$10.7K +84 +3%
Lido Advisors
527
Lido Advisors
California
$334K +$24.9K +195 +7%
IAN
528
Integrated Advisors Network
Texas
$328K +$1.53K +12 +0.4%
EFS
529
Essex Financial Services
Connecticut
$326K
THWM
530
Taylor Hoffman Wealth Management
Virginia
$323K
MWPCG
531
Measured Wealth Private Client Group
New Hampshire
$322K
MAM
532
Meeder Asset Management
Ohio
$322K +$21.2K +166 +6%
LFG
533
Larson Financial Group
Missouri
$321K +$328K +2,567 +1,380%
SF
534
Synovus Financial
Georgia
$320K -$41.1K -322 -10%
FNBT
535
FineMark National Bank & Trust
Florida
$319K -$8.81K -69 -2%
PR
536
Payden & Rygel
California
$312K
FRM
537
Fox Run Management
Connecticut
$312K +$341K +2,673 New
WSFS
538
Wilmington Savings Fund Society
Delaware
$307K +$41.5K +325 +14%
TTWM
539
TCV Trust & Wealth Management
Virginia
$305K -$27.6K -216 -8%
CWM
540
Chesapeake Wealth Management
Virginia
$298K -$157K -1,233 -32%
KA
541
Kovack Advisors
Florida
$298K
CHP
542
Cable Hill Partners
Oregon
$296K -$40.8K -320 -11%
FNFDCM
543
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$296K
RMCM
544
Reynders McVeigh Capital Management
Massachusetts
$295K +$323K +2,534 New
AA
545
ALPS Advisors
Colorado
$292K +$29.4K +230 +10%
ACM
546
Allred Capital Management
Texas
$291K +$638 +5 +0.2%
LWAC
547
Laurel Wealth Advisors (California)
California
$289K +$128 +1 +0%
CF
548
Centaurus Financial
California
$286K +$1.66K +13 +0.5%
CNC
549
Canandaigua National Corp
New York
$284K
MSFS
550
Main Street Financial Solutions
Pennsylvania
$283K +$32.3K +253 +12%