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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 %
CIBC World Market
651
CIBC World Market
Ontario, Canada
$244K +$4.76K +31 +2%
LWM
652
Lakeridge Wealth Management
Ohio
$242K +$242K +1,574 New
CCA
653
Checchi Capital Advisers
California
$241K +$241K +1,570 New
APG
654
Abacus Planning Group
South Carolina
$234K -$2.92K -19 -1%
AWA
655
Arkadios Wealth Advisors
Georgia
$233K -$20K -130 -8%
BFPW
656
BOK Financial Private Wealth
Colorado
$231K – – –
SC
657
Searle & Co
Connecticut
$231K +$231K +1,500 New
OFG
658
Oxford Financial Group
Indiana
$228K -$10.8K -70 -5%
CI
659
Cigna Investments
Connecticut
$227K – – –
UM
660
UniSuper Management
Australia
$225K +$71.2K +463 +46%
PMFA
661
Plante Moran Financial Advisors
Michigan
$224K +$9.23K +60 +4%
BIM
662
Baldwin Investment Management
Pennsylvania
$223K – – –
CCIA
663
Campbell & Co Investment Adviser
Maryland
$222K +$222K +1,446 New
NB
664
NBT Bank
New York
$221K +$221K +1,434 New
SWM
665
SeaCrest Wealth Management
New York
$220K +$3.39K +23 +2%
VFA
666
Valeo Financial Advisors
Indiana
$219K +$219K +1,427 New
SWS
667
SYSTM Wealth Solutions
Illinois
$219K -$277K -1,801 -56%
PPWP
668
Premier Path Wealth Partners
New Jersey
$218K +$218K +1,463 New
HCM
669
Howland Capital Management
Massachusetts
$217K +$217K +1,408 New
EE
670
EWG Elevate
California
$216K +$216K +1,405 New
LCM
671
Logan Capital Management
Pennsylvania
$215K – – –
AAP
672
Aristotle Atlantic Partners
Florida
$215K +$215K +1,400 New
BWM
673
Baron Wealth Management
Michigan
$214K +$214K +1,390 New
GC
674
Guidance Capital
Kentucky
$212K -$106K -698 -33%
NPF
675
Norris Perne & French
Michigan
$211K +$211K +1,375 New
25 26
27
28 29