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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
CB
826
Community Bank
New York
$4.87K
HWM
827
HighMark Wealth Management
Minnesota
$4.47K -$1.46K -11 -25%
RFS
828
Retirement Financial Solutions
Tennessee
$4.47K +$4.38K +33 New
MYAM
829
Meiji Yasuda Asset Management
Japan
$4.43K +$1.31M +9,843 +43%
CPG
830
Cornerstone Planning Group
New Jersey
$4.35K +$4.25K +32 New
IGWM
831
ICA Group Wealth Management
Colorado
$4.2K +$4.12K +31 New
CFO
832
CVA Family Office
Colorado
$4.06K
NIC
833
Northwest Investment Counselors
Oregon
$4.06K
TIM
834
Tortoise Investment Management
New York
$4.06K
BWL
835
Bogart Wealth LLC
Virginia
$3.93K +$3.85K +29 New
BAAM
836
Baker Avenue Asset Management
California
$3.66K +$3.59K +27 New
CWC
837
Carolinas Wealth Consulting
North Carolina
$3.25K -$4.65K -35 -59%
BCPWM
838
Bradley & Co Private Wealth Management
Florida
$3.11K
MPCL
839
My Personal CFO LLC
Washington
$3.11K +$3.06K +23 New
IAA
840
Independent Advisor Alliance
North Carolina
$3.09K -$78.4K -590 -3%
BWM
841
Baystate Wealth Management
Massachusetts
$3K
EWA
842
EverSource Wealth Advisors
Alabama
$2.71K
SIC
843
SJS Investment Consulting
Ohio
$2.71K +$1.59K +12 +150%
HCM
844
Hollencrest Capital Management
California
$2.71K +$2.66K +20 New
DI
845
Disciplined Investments
Oklahoma
$2.3K +$930 +7 +70%
CIBC Private Wealth Group
846
CIBC Private Wealth Group
Georgia
$2.09K -$29K -218 -1%
CAL
847
Capital Advisors Ltd
Ohio
$2K -$3.72K -28 -67%
TFGT
848
TS Financial Group (TSFG)
Illinois
$2K
WWM
849
Wolff Wiese Magana
California
$1.9K
EBA
850
Eagle Bay Advisors
New York
$1.63K