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Dover
DOV

839 hedge funds and large institutions have $16.7B invested in Dover in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 275 increasing their positions, 312 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $17.6M

0.21% more ownership

Funds ownership: 85.14% → 85.35% (+0.21%)

5% less capital invested

Capital invested by funds: $17.6B → $16.7B (-$921M)

7% less funds holding

Funds holding: 899 → 839 (-60)

12% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 312

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

51% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 97

Holders
839
Holders Change
-60
Holders Change %
-6.67%
% of All Funds
13.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
275
Reduced
312
Closed
97
Calls
$27.7M
Puts
$17.6M
Net Calls
+$10.1M
Net Calls Change
+$5.5M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
3
CAM
Close Asset Management
United Kingdom
+$81.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$77.5M
5
State Street
State Street
Massachusetts
+$37.1M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$55.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$42.2M
3
Macquarie Group
Macquarie Group
Australia
-$35.5M
4
Millennium Management
Millennium Management
New York
-$34M
5
Prudential Financial
Prudential Financial
New Jersey
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
776
JFS Wealth Advisors
Pennsylvania
$9.63K – – –
EWM
777
Evermay Wealth Management
Virginia
$9.07K +$9.38K +65 New
TWM
778
Tradition Wealth Management
Minnesota
$9K – – –
WAS
779
Winch Advisory Services
Wisconsin
$9K – – –
GKIM
780
GW&K Investment Management
Massachusetts
$9K +$722 +5 +9%
PGAM
781
Princeton Global Asset Management
New Jersey
$8.9K – – –
DAM
782
Delta Asset Management
Tennessee
$8.43K – – –
HCP
783
Hexagon Capital Partners
Arkansas
$8.37K +$1.16K +8 +15%
CWAF
784
Core Wealth Advisors (Florida)
Florida
$7.81K – – –
JWM
785
Janiczek Wealth Management
Colorado
$7.67K – – –
SCA
786
Stuart Chaussee & Associates
California
$7.67K – – –
CSWM
787
Cassady Schiller Wealth Management
Ohio
$7.25K – – –
IPW
788
Impact Partnership Wealth
Georgia
$7.25K – – –
RFG
789
RFP Financial Group
Georgia
$7.12K – – –
FMP
790
Financial Management Professionals
Texas
$7K – – –
SFG
791
Steward Financial Group
Texas
$7K +$7.8K +54 New
SSB
792
Sandy Spring Bank
Maryland
$6.98K – – –
EWA
793
EverSource Wealth Advisors
Alabama
$6.7K +$3.32K +23 +92%
SS
794
Sunbelt Securities
Texas
$6.46K – – –
SC
795
Solstein Capital
California
$6.42K – – –
SFA
796
Semmax Financial Advisors
North Carolina
$6.1K +$6.64K +46 New
IA
797
IFP Advisors
Florida
$6K +$433 +3 +8%
AWM
798
Atticus Wealth Management
Florida
$6K – – –
CHA
799
Carmichael Hill & Associates
Maryland
$5.02K – – –
TSWM
800
Tyler-Stone Wealth Management
Ohio
$5K – – –
30 31
32
33 34

DOV Hedge Fund Activity: Q3 2023 in Review

839 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q3 2023, worth a combined $16.7B — down 5.2% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of DOV and 48 opened new positions — a net loss of 49 holders — while 312 trimmed existing stakes and 275 added.

The largest buyer was Adage Capital Partners, adding an estimated $127M. The largest seller was Select Equity Group, exiting entirely with an estimated $55.4M sold.

  • 839 institutional investors held Dover (DOV) as of Q3 2023, down from 899 in Q2 2023.
  • Funds reported $16.7B of Dover stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 48 funds opened new Dover positions in Q3 2023 and 97 closed out, a net change of -49 holders.
  • The largest Dover buyer in Q3 2023 was Adage Capital Partners, an estimated $127M added.
  • The largest Dover seller in Q3 2023 was Select Equity Group, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2023.