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Dover
DOV

Overview Fund Activity

895 hedge funds and large institutions have $17.5B invested in Dover in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 256 increasing their positions, 331 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
14.11%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
84
Increased
256
Reduced
331
Closed
59
Calls
$20.7M
Puts
$16.1M
Net Calls
+$4.62M
Net Calls Change
+$6.83M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$157M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$105M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.6M
5
Select Equity Group
Select Equity Group
New York
+$55.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$163M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$137M
3
CAM
Congress Asset Management
Massachusetts
-$81.6M
4
Bank of America
Bank of America
North Carolina
-$52.2M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
601
Tradewinds LLC
North Carolina
$332K -$5.32K -36 -2%
CWM
602
Curi Wealth Management
North Carolina
$331K -$443 -3 -0.1%
KWM
603
Keebeck Wealth Management
Illinois
$330K – – –
IGAM
604
iA Global Asset Management
Quebec, Canada
$329K +$329K +2,227 New
WSFS
605
Wilmington Savings Fund Society
Delaware
$325K -$16.7K -113 -5%
HIC
606
Holderness Investments Company
North Carolina
$317K – – –
TSWM
607
Triangle Securities Wealth Management
North Carolina
$315K -$8.71K -59 -3%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$315K -$443 -3 -0.1%
JWCA
609
J.W. Coons Advisors
Ohio
$313K – – –
Los Angeles Capital Management
610
Los Angeles Capital Management
California
$312K -$1.62M -10,968 -84%
AIMCA
611
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$310K – – –
KWM
612
Kingsview Wealth Management
Oregon
$305K -$15.2K -103 -5%
SCG
613
Sonata Capital Group
Washington
$304K – – –
CG
614
Colony Group
Massachusetts
$303K -$7.67K -52 -2%
CTC
615
Central Trust Company
Missouri
$301K +$119K +809 +66%
GC
616
Guidance Capital
Kentucky
$300K +$300K +2,100 New
OIA
617
OneDigital Investment Advisors
Kansas
$298K -$48.7K -330 -14%
QCM
618
Quantinno Capital Management
New York
$297K +$297K +2,014 New
PTC
619
Private Trust Company
Ohio
$297K -$98.4K -666 -25%
PWP
620
Principle Wealth Partners
Connecticut
$295K – – –
CA
621
Cullinan Associates
Kentucky
$295K – – –
WI
622
Wahed Invest
New York
$295K +$33.2K +225 +13%
CA
623
Cetera Advisors
Colorado
$294K +$29.7K +201 +11%
HCM
624
Hengehold Capital Management
Ohio
$293K – – –
HWA
625
Heritage Wealth Advisors
Virginia
$292K – – –
23 24
25
26 27