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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
SS
601
Simplicity Solutions
Minnesota
$268K +$15.3K +115 +6%
Pacer Advisors
602
Pacer Advisors
Pennsylvania
$267K +$223K +1,680 +575%
TMAM
603
Tokio Marine Asset Management
Japan
$266K +$10.2K +77 +4%
WB
604
WesBanco Bank
West Virginia
$265K +$260K +1,960 New
RIG
605
Renaissance Investment Group
Massachusetts
$264K
SPC
606
Stewart & Patten Company
California
$264K
CWM
607
Chesapeake Wealth Management
Virginia
$263K -$82.5K -621 -24%
PGA
608
Portland Global Advisors
Maine
$263K
SIA
609
Schechter Investment Advisors
Michigan
$262K -$22.4K -169 -8%
TCWM
610
Total Clarity Wealth Management
Illinois
$261K +$256K +1,928 New
CA
611
Cetera Advisors
Colorado
$260K +$19.7K +148 +8%
MYIA
612
Mount Yale Investment Advisors
Colorado
$259K +$19.4K +146 +8%
WB
613
Webster Bank
Connecticut
$257K
CWM
614
Compass Wealth Management
Connecticut
$257K +$252K +1,897 New
BBHC
615
Brown Brothers Harriman & Co
New York
$255K -$17.3K -130 -6%
MKC
616
M. Kraus & Co
Vermont
$254K +$1.99K +15 +0.8%
SCM
617
Stevens Capital Management
Pennsylvania
$253K +$249K +1,871 New
EM
618
Excalibur Management
Massachusetts
$251K -$1.46K -11 -0.6%
EGA
619
Eagle Global Advisors
Texas
$250K
MNBTD
620
Moody National Bank Trust Division
Texas
$248K
TSS
621
Two Sigma Securities
New York
$247K -$253K -1,907 -51%
AAS
622
Ameritas Advisory Services
Nebraska
$246K +$241K +1,816 New
WI
623
Wahed Invest
New York
$244K +$21.5K +162 +10%
GG
624
Gofen & Glossberg
Illinois
$244K
HH
625
Hilltop Holdings
Texas
$243K +$239K +1,798 New