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867 hedge funds and large institutions have $18.7B invested in Dover in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 254 increasing their positions, 326 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

4% more funds holding

Funds holding: 835867 (+32)

2% more capital invested

Capital invested by funds: $18.4B → $18.7B (+$286M)

1.33% less ownership

Funds ownership: 85.11%83.78% (-1.3%)

22% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 326

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

48% less call options, than puts

Call options by funds: $36.8M | Put options by funds: $71M

Holders
867
Holders Change
+32
Holders Change %
+3.83%
% of All Funds
15.18%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
93
Increased
254
Reduced
326
Closed
48
Calls
$36.8M
Puts
$71M
Net Calls
-$34.2M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
776
Jones Financial Companies
Missouri
$38K
LAS
777
Lloyd Advisory Services
Georgia
$37K -$3.15K -19 -7%
IRC
778
Investors Research Corp
Georgia
$36K
BAM
779
Bellevue Asset Management
Washington
$35K
RS
780
Robeco Schweiz
Switzerland
$34.3K +$2.41M +14,570 +7%
GM
781
GeoWealth Management
Illinois
$34K -$45.7K -276 -56%
TC
782
Trust Company
Kansas
$33K
JCM
783
Jacobi Capital Management
Pennsylvania
$31K
GAM
784
Gemmer Asset Management
California
$31K +$662 +4 +2%
GEA
785
Glen Eagle Advisors
New Jersey
$29.9K
LFG
786
Larson Financial Group
Missouri
$29K
MWM
787
Mascoma Wealth Management
New Hampshire
$29K +$31.1K +188 New
BA
788
Bellwether Advisors
Nebraska
$28K
GG
789
Gleason Group
Kentucky
$27K
FWM
790
Focused Wealth Management
New York
$26K
LCM
791
Logan Capital Management
Pennsylvania
$25K
EIM
792
Essex Investment Management
Massachusetts
$24K
HWA
793
HHM Wealth Advisors
Tennessee
$24K
HR
794
Howe & Rusling
New York
$24K
TFO
795
Tarbox Family Office
California
$24K
AWA
796
Arkadios Wealth Advisors
Georgia
$23K -$16.1K -97 -40%
JGIA
797
Jackson Grant Investment Advisers
Connecticut
$23K
AWM
798
Accel Wealth Management
Iowa
$22K -$3.98K -24 -15%
AF
799
Allworth Financial
California
$21K +$5.8K +35 +35%
FFC
800
First Financial Corp
Indiana
$19K

DOV Hedge Fund Activity: Q3 2021 in Review

867 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2021, worth a combined $18.7B — up 1.6% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DOV positions and 48 closed out — a net gain of 45 holders — while 254 added to existing stakes and 326 trimmed.

The largest buyer was Macquarie Group, adding an estimated $381M. The largest seller was Citadel Advisors, cutting an estimated $162M.

  • 867 institutional investors held Dover (DOV) as of Q3 2021, up from 835 in Q2 2021.
  • Funds reported $18.7B of Dover stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 93 funds opened new Dover positions in Q3 2021 and 48 closed out, a net change of +45 holders.
  • The largest Dover buyer in Q3 2021 was Macquarie Group, an estimated $381M added.
  • The largest Dover seller in Q3 2021 was Citadel Advisors, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2021.