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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
TC
751
Trust Company
Kansas
$28K
IA
752
IFP Advisors
Florida
$26K -$21.4K -161 -34%
GEA
753
Glen Eagle Advisors
New Jersey
$26K
M
754
MOTCO
Texas
$25.2K -$87K -655 -78%
BA
755
Bellwether Advisors
Nebraska
$24.9K
MWM
756
Mascoma Wealth Management
New Hampshire
$24.8K -$7.31K -55 -23%
EI
757
Ellevest Inc
New York
$24.4K -$8.5K -64 -26%
ACP
758
Arcus Capital Partners
Georgia
$24.2K +$23.8K +179 New
GG
759
Gleason Group
Kentucky
$24.2K +$133 +1 +0.6%
FWM
760
Focused Wealth Management
New York
$22.7K
AF
761
Allworth Financial
California
$22.6K +$3.45K +26 +18%
FCT
762
First Community Trust
Iowa
$22K
RFA
763
Resurgent Financial Advisors
Georgia
$21.5K +$21.1K +159 New
First Eagle Investment Management
764
First Eagle Investment Management
New York
$21.1K
EIM
765
Essex Investment Management
Massachusetts
$21K
JGIA
766
Jackson Grant Investment Advisers
Connecticut
$20.4K +$133 +1 +0.7%
LCM
767
Logan Capital Management
Pennsylvania
$20.3K
VCM
768
Vigilant Capital Management
Maine
$20K
GRP
769
Global Retirement Partners
California
$19.6K
AWM
770
Accurate Wealth Management
Florida
$19.5K +$18.6K +140 New
VWM
771
Valley Wealth Managers
New Jersey
$19.4K -$17.3K -130 -48%
Loomis, Sayles & Company
772
Loomis, Sayles & Company
Massachusetts
$18K
NSIM
773
North Star Investment Management
Illinois
$17.2K +$930 +7 +6%
SC
774
Stephens Consulting
Michigan
$17.2K
GM
775
GeoWealth Management
Illinois
$17K -$3.19K -24 -16%