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Dover
DOV

Overview Fund Activity

881 hedge funds and large institutions have $18.5B invested in Dover in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 235 increasing their positions, 334 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+46
Holders Change %
+5.51%
% of All Funds
12.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
124
Increased
235
Reduced
334
Closed
62
Calls
$49.3M
Puts
$14.5M
Net Calls
+$34.8M
Net Calls Change
+$24.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$382M
2
Franklin Resources
Franklin Resources
California
+$75.8M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$74M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$50.5M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$93.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$78.6M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$74.9M
4
WIM
Waverton Investment Management
United Kingdom
-$25.8M
5
SSA
Schonfeld Strategic Advisors
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$368K +$46.5K +302 +14%
TBA
552
Tower Bridge Advisors
Pennsylvania
$364K – – –
CNBT
553
Canandaigua National Bank & Trust
New York
$359K – – –
CSB
554
City State Bank
Iowa
$357K – – –
QIM
555
Quantitative Investment Management
Virginia
$356K +$356K +2,320 New
Cetera Investment Advisers
556
Cetera Investment Advisers
Illinois
$356K -$106K -692 -23%
MOS
557
MGO One Seven
Ohio
$355K -$5.54K -36 -2%
DI
558
Diligent Investors
California
$355K – – –
CCA
559
Cobblestone Capital Advisors
New York
$353K -$11.4K -74 -3%
BFA
560
Bill Few Associates
Pennsylvania
$353K -$5.38K -35 -2%
KIA
561
KCM Investment Advisors
California
$352K -$263K -1,711 -43%
WI
562
Wahed Invest
New York
$352K +$16.8K +109 +5%
AA
563
Ancora Advisors
Ohio
$351K -$19.5K -127 -5%
THWM
564
Taylor Hoffman Wealth Management
Virginia
$351K – – –
HIC
565
Holderness Investments Company
North Carolina
$351K +$20.6K +134 +6%
STA
566
Summit Trail Advisors
New York
$350K -$2K -13 -0.6%
OIA
567
OneDigital Investment Advisors
Kansas
$349K +$94.9K +617 +37%
CWM
568
Curi Wealth Management
North Carolina
$346K +$615 +4 +0.2%
PA
569
Parallel Advisors
California
$346K -$14.5K -94 -4%
KWM
570
Keebeck Wealth Management
Illinois
$344K – – –
BSW
571
Buckingham Strategic Wealth
Missouri
$343K +$2.15K +14 +0.6%
Luther King Capital Management (LKCM)
572
Luther King Capital Management (LKCM)
Texas
$343K -$50.3K -327 -13%
MJP
573
Michael J. Puzo
$338K -$88.4K -575 -21%
RWM
574
Revisor Wealth Management
Ohio
$333K -$52.9K -344 -14%
OR
575
Olympiad Research
Connecticut
$332K -$70.6K -459 -18%
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