We are live on ! Find out more

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
PTC
551
Private Trust Company
Ohio
$349K +$50.7K +382 +17%
ACM
552
Allred Capital Management
Texas
$340K +$664 +5 +0.2%
VWM
553
Venturi Wealth Management
Texas
$339K +$333K +2,506 New
AA
554
ALPS Advisors
Colorado
$336K -$2.79K -21 -0.8%
LWAC
555
Laurel Wealth Advisors (California)
California
$335K
QIM
556
Quantitative Investment Management
Virginia
$332K +$84.7K +638 +35%
CNC
557
Canandaigua National Corp
New York
$330K
IF
558
Insight Folios
North Carolina
$329K +$9.96K +75 +3%
CF
559
Centaurus Financial
California
$329K -$3.59K -27 -1%
HI
560
Horizon Investments
North Carolina
$329K +$323K +2,429 New
QCG
561
Quadrant Capital Group
Ohio
$327K +$20.9K +157 +7%
AA
562
Ancora Advisors
Ohio
$326K
CGL
563
Clarius Group LLC
Washington
$326K +$19.4K +146 +6%
MOS
564
MGO One Seven
Ohio
$325K +$10.5K +79 +3%
MAS
565
Meeder Advisory Services
Ohio
$322K +$316K +2,377 New
RWPA
566
Richard W. Paul & Associates
Michigan
$322K +$316K +2,376 New
TBA
567
Tower Bridge Advisors
Pennsylvania
$321K
MG
568
Mather Group
Illinois
$320K
SSG
569
Summit Securities Group
New York
$320K +$289K +2,173 +1,150%
HIA
570
Harbor Investment Advisory
Maryland
$320K
GT
571
Greenleaf Trust
Michigan
$319K +$33.1K +249 +12%
THWM
572
Taylor Hoffman Wealth Management
Virginia
$317K -$57.4K -432 -16%
CSB
573
City State Bank
Iowa
$314K
WSFS
574
Wilmington Savings Fund Society
Delaware
$313K -$43.2K -325 -12%
BCV
575
Banque Cantonale Vaudoise
Switzerland
$313K