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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
AB
526
Atlas Brown
Kentucky
$395K -$206K -1,550 -35%
LNC
527
Lincoln National Corp
Pennsylvania
$394K +$86.3K +650 +29%
HTC
528
Haverford Trust Company
Pennsylvania
$393K
FL
529
Fort LP
Maryland
$393K -$97.4K -733 -20%
FM
530
Foster & Motley
Ohio
$389K -$95.6K -720 -20%
Lido Advisors
531
Lido Advisors
California
$388K
AAM
532
Advisors Asset Management
Colorado
$383K -$101K -761 -21%
CCM
533
Coldstream Capital Management
Washington
$383K +$376K +2,827 New
NFG
534
Nations Financial Group
Iowa
$380K +$373K +2,805 New
EFS
535
Essex Financial Services
Connecticut
$378K +$133 +1 +0%
AWM
536
Apollon Wealth Management
South Carolina
$376K -$12K -90 -3%
MWPCG
537
Measured Wealth Private Client Group
New Hampshire
$374K
UAML
538
US Asset Management LLC
Pennsylvania
$372K +$365K +2,749 New
FNBT
539
FineMark National Bank & Trust
Florida
$370K
FNFDCM
540
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$370K +$26.6K +200 +8%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$370K +$40K +301 +12%
GWA
542
GGM Wealth Advisors
Maryland
$369K
DC
543
Diametric Capital
Massachusetts
$368K +$361K +2,718 New
FC
544
FORA Capital
Florida
$365K -$1.04M -7,810 -74%
KI
545
Kula Investments
Illinois
$364K +$357K +2,690 New
PR
546
Payden & Rygel
California
$363K
TTWM
547
TCV Trust & Wealth Management
Virginia
$354K
CHP
548
Cable Hill Partners
Oregon
$352K +$7.97K +60 +2%
CA
549
Cullinan Associates
Kentucky
$351K +$344K +2,593 New
LFG
550
Larson Financial Group
Missouri
$350K -$22.6K -170 -6%