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
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
676
Personal CFO Solutions
New Jersey
$234K +$6.94K +47 +3%
OFG
677
Oxford Financial Group
Indiana
$229K -$2.81K -19 -1%
WCA
678
Westover Capital Advisors
Delaware
$228K +$228K +1,544 New
APG
679
Abacus Planning Group
South Carolina
$225K
TLP
680
Tri Locum Partners
New York
$223K +$223K +1,512 New
FA
681
FDx Advisors
Illinois
$223K -$300K -2,030 -57%
MYIA
682
Mount Yale Investment Advisors
Colorado
$222K -$67.5K -457 -23%
BFPW
683
BOK Financial Private Wealth
Colorado
$221K
CAS
684
CTC Alternative Strategies
Illinois
$221K +$221K +1,500 New
FRM
685
Fox Run Management
Connecticut
$220K +$220K +1,490 New
CWM
686
Chesapeake Wealth Management
Virginia
$219K -$49.5K -335 -18%
QIM
687
Quantitative Investment Management
Virginia
$218K +$13.9K +94 +7%
QT
688
Quantamental Technologies
New York
$217K +$217K +1,471 New
SWM
689
SeaCrest Wealth Management
New York
$216K +$15.2K +103 +8%
MFA
690
Mayflower Financial Advisors
Massachusetts
$215K -$1.18K -8 -0.5%
CF
691
Copperwynd Financial
Arizona
$214K -$19.2K -130 -8%
BIM
692
Baldwin Investment Management
Pennsylvania
$214K
GA
693
Geller Advisors
New York
$213K +$213K +1,444 New
SFA
694
Sequoia Financial Advisors
Ohio
$211K +$211K +1,428 New
CFA
695
Capstone Financial Advisors
Illinois
$209K +$209K +1,418 New
HCM
696
Howland Capital Management
Massachusetts
$208K
AAP
697
Aristotle Atlantic Partners
Florida
$207K
PMFA
698
Plante Moran Financial Advisors
Michigan
$206K
AWA
699
Arkadios Wealth Advisors
Georgia
$206K -$18.3K -124 -8%
VCG
700
Vantage Consulting Group
Virginia
$205K -$738 -5 -0.4%