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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
WAS
801
Winch Advisory Services
Wisconsin
$9K
KFI
802
Key Financial Inc
Pennsylvania
$8.28K
MCC
803
Money Concepts Capital
Florida
$8.26K -$9.83K -74 -55%
DAM
804
Delta Asset Management
Tennessee
$8.18K +$7.97K +60 New
TFS
805
TrustCore Financial Services
Tennessee
$7.99K +$4.65K +35 +146%
JWM
806
Janiczek Wealth Management
Colorado
$7.86K +$664 +5 +10%
HWMA
807
Heritage Wealth Management (Arizona)
Arizona
$7.85K +$7.7K +58 New
CWAF
808
Core Wealth Advisors (Florida)
Florida
$7.58K +$7.44K +56 New
SCA
809
Stuart Chaussee & Associates
California
$7.45K
CSWM
810
Cassady Schiller Wealth Management
Ohio
$7.04K +$6.91K +52 New
MUMSS
811
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$7.97K -60 -55%
FMP
812
Financial Management Professionals
Texas
$7K
SFA
813
Semmax Financial Advisors
North Carolina
$7K
RFG
814
RFP Financial Group
Georgia
$6.91K +$6.77K +51 New
HS
815
Horan Securities
United States
$6.77K +$6.64K +50 New
SSB
816
Sandy Spring Bank
Maryland
$6.77K
SC
817
Schubert & Co
Texas
$6.77K +$133 +1 +2%
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.09K
FRA
819
Front Row Advisors
California
$6K
TCM
820
Tradewinds Capital Management
Washington
$5.69K +$5.58K +42 New
ADL
821
Asset Dedication LLC
California
$5K -$398 -3 -8%
TWM
822
Tradition Wealth Management
Minnesota
$5K
VF
823
VitalStone Financial
Texas
$5K +$4.92K +37 New
FCA
824
FinTrust Capital Advisors
South Carolina
$4.88K -$24.3K -183 -84%
CHA
825
Carmichael Hill & Associates
Maryland
$4.88K