We are live on ! Find out more

942 hedge funds and large institutions have $22B invested in Dover in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 285 increasing their positions, 298 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 62

23% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $53.5M

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 867942 (+75)

0.76% more ownership

Funds ownership: 83.78%84.54% (+0.76%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 298

Holders
942
Holders Change
+75
Holders Change %
+8.65%
% of All Funds
14.5%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
149
Increased
285
Reduced
298
Closed
62
Calls
$65.6M
Puts
$53.5M
Net Calls
+$12.1M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
676
Echo Street Capital Management
New York
$294K -$1.01M -5,978 -79%
MYIA
677
Mount Yale Investment Advisors
Colorado
$294K -$3.73K -22 -1%
PMFA
678
Plante Moran Financial Advisors
Michigan
$291K -$31.1K -183 -10%
MHIC
679
Marble Harbor Investment Counsel
Massachusetts
$291K
GT
680
Greenleaf Trust
Michigan
$283K +$265K +1,559 New
OFG
681
Oxford Financial Group
Indiana
$282K
B
682
Barings
North Carolina
$278K -$37.3K -220 -13%
JWCA
683
J.W. Coons Advisors
Ohio
$276K -$17K -100 -6%
FTDI
684
First Trust Direct Indexing
Massachusetts
$273K -$6.96K -41 -3%
SCM
685
Salem Capital Management
Massachusetts
$272K
GSWM
686
Golden State Wealth Management
California
$272K +$3.9K +23 +2%
CT
687
Cambridge Trust
Massachusetts
$271K
HCM
688
Hengehold Capital Management
Ohio
$269K
ZIG
689
Zullo Investment Group
Pennsylvania
$266K +$248K +1,463 New
Rafferty Asset Management
690
Rafferty Asset Management
New York
$265K -$97.7K -576 -28%
RB
691
Renasant Bank
Mississippi
$263K +$246K +1,447 New
SWM
692
SeaCrest Wealth Management
New York
$260K -$1.19K -7 -0.5%
HWIS
693
Hancock Whitney Investment Services
Louisiana
$259K +$241K +1,423 New
KIG
694
Kessler Investment Group
Indiana
$258K -$176K -1,037 -42%
KPW
695
Kore Private Wealth
New York
$257K -$80.8K -476 -25%
SCA
696
Snowden Capital Advisors
New York
$257K -$65.7K -387 -21%
VVP
697
Venture Visionary Partners
Ohio
$256K -$5.77K -34 -2%
Pzena Investment Management
698
Pzena Investment Management
New York
$252K
TSWM
699
Triangle Securities Wealth Management
North Carolina
$251K -$2.54K -15 -1%
MC
700
Moors & Cabot
Massachusetts
$251K +$235K +1,383 New