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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
FMLI
576
Fukoku Mutual Life Insurance
Japan
$313K
PCA
577
Personal Capital Advisors
California
$312K +$306K +2,304 New
SCA
578
Snowden Capital Advisors
New York
$308K +$8.63K +65 +3%
BFA
579
Bill Few Associates
Pennsylvania
$308K
KWM
580
Keebeck Wealth Management
Illinois
$303K +$531 +4 +0.2%
CWM
581
Curi Wealth Management
North Carolina
$302K +$266 +2 +0.1%
TSWM
582
Triangle Securities Wealth Management
North Carolina
$299K -$664 -5 -0.2%
TPCW
583
TD Private Client Wealth
New York
$298K +$1.33K +10 +0.5%
KWM
584
Kingsview Wealth Management
Oregon
$296K +$2.13K +16 +0.7%
SPC
585
Sigma Planning Corp
Michigan
$294K +$36.9K +278 +15%
PA
586
Parallel Advisors
California
$293K +$21.4K +161 +8%
DAS
587
Dynamic Advisor Solutions
Arizona
$290K -$24.3K -183 -8%
JWCA
588
J.W. Coons Advisors
Ohio
$287K +$39.9K +300 +16%
HIC
589
Holderness Investments Company
North Carolina
$286K
OHWA
590
Oak Hill Wealth Advisors
Virginia
$284K +$279K +2,100 New
MFG
591
Merit Financial Group
Georgia
$281K -$12.2K -92 -4%
SCG
592
Sonata Capital Group
Washington
$278K -$10.2K -77 -4%
BSW
593
Buckingham Strategic Wealth
Missouri
$277K -$8.77K -66 -3%
CG
594
Colony Group
Massachusetts
$276K
CG
595
Caprock Group
Idaho
$274K +$39.9K +300 +17%
PWS
596
Precision Wealth Strategies
Missouri
$272K -$2.92K -22 -1%
OF
597
Outfitter Financial
Maine
$271K
PWP
598
Principle Wealth Partners
Connecticut
$271K
HCM
599
Hengehold Capital Management
Ohio
$269K
HWA
600
Heritage Wealth Advisors
Virginia
$268K