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Dover
DOV

Overview Fund Activity

881 hedge funds and large institutions have $18.5B invested in Dover in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 235 increasing their positions, 334 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+46
Holders Change %
+5.51%
% of All Funds
12.92%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
124
Increased
235
Reduced
334
Closed
62
Calls
$49.3M
Puts
$14.5M
Net Calls
+$34.8M
Net Calls Change
+$24.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$694M
2
Franklin Resources
Franklin Resources
California
$567M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$189M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$70.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$317M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.22B
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
WIM
Waverton Investment Management
United Kingdom
$531K
5
SSA
Schonfeld Strategic Advisors
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
801
JNBA Financial Advisors
Minnesota
$13.2K – – –
RS
802
Rakuten Securities
Japan
$12.9K +$12.9K +84 New
JWA
803
JFS Wealth Advisors
Pennsylvania
$12.5K +$1.85K +12 +17%
CPG
804
Cornerstone Planning Group
New Jersey
$11.5K – – –
TCG
805
Transcendent Capital Group
Oklahoma
$11.5K +$11.5K +75 New
SIS
806
Sound Income Strategies
Florida
$11.1K – – –
GKIM
807
GW&K Investment Management
Massachusetts
$11K +$1.12K +7 +11%
MA
808
MCF Advisors
Kentucky
$10.9K – – –
KFI
809
Key Financial Inc
Pennsylvania
$10.9K – – –
EWM
810
Evermay Wealth Management
Virginia
$10.3K +$308 +2 +3%
BIA
811
Bell Investment Advisors
California
$10.2K -$615 -4 -6%
WAS
812
Winch Advisory Services
Wisconsin
$10.1K +$153 +1 +2%
VNA
813
Valley National Advisers
Pennsylvania
$10K -$735 -5 -7%
TWM
814
Tradition Wealth Management
Minnesota
$10K -$159 -1 -2%
PGAM
815
Princeton Global Asset Management
New Jersey
$9.81K – – –
PCMC
816
Planning Capital Management Corporation
Pennsylvania
$9.54K +$9.54K +62 New
DAM
817
Delta Asset Management
Tennessee
$9.29K – – –
N
818
Natixis
France
$9.23K +$9.23K +60 New
DAC
819
Dividend Assets Capital
South Carolina
$9K -$3.66K -24 -29%
JWM
820
Janiczek Wealth Management
Colorado
$8.46K – – –
EWA
821
EverSource Wealth Advisors
Alabama
$8.31K +$923 +6 +13%
FMP
822
Financial Management Professionals
Texas
$8K +$436 +3 +6%
CSWM
823
Cassady Schiller Wealth Management
Ohio
$8K – – –
NFSG
824
Newbridge Financial Services Group
Florida
$8K +$8K +52 New
SSB
825
Sandy Spring Bank
Maryland
$7.69K – – –
31 32
33
34 35