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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 %
WIM
851
Westside Investment Management
California
$3.38K – – –
CAS
852
Coppell Advisory Solutions
Texas
$3.23K +$3.23K +21 New
HCM
853
Hollencrest Capital Management
California
$3.08K – – –
AFG
854
Albion Financial Group
Utah
$2.92K +$2.92K +19 New
SIC
855
SJS Investment Consulting
Ohio
$2.77K -$462 -3 -14%
AWM
856
Abound Wealth Management
Tennessee
$2.16K -$463 -3 -18%
WWM
857
Wolff Wiese Magana
California
$2.15K – – –
VWM
858
Venturi Wealth Management
Texas
$2.15K +$308 +2 +17%
DPW
859
DiNuzzo Private Wealth
Pennsylvania
$2.15K +$2.15K +14 New
VCM
860
Versant Capital Management
Arizona
$2.15K +$923 +6 +75%
CAL
861
Capital Advisors Ltd
Ohio
$2K – – –
EBA
862
Eagle Bay Advisors
New York
$1.85K – – –
BWAM
863
Boyd Watterson Asset Management
Ohio
$1.85K – – –
DF
864
Dunhill Financial
United Kingdom
$1.6K +$1.6K +10 New
CTA
865
Colonial Trust Advisors
South Carolina
$1.54K – – –
NCM
866
Northwest Capital Management
Oregon
$1.54K – – –
FBC
867
Fairfield, Bush & Co
Connecticut
$1.38K +$1.38K +9 New
PWA
868
Provenance Wealth Advisors
Florida
$1.23K +$154 +1 +14%
PWMG
869
Private Wealth Management Group
New Jersey
$1.08K +$1.08K +7 New
TFGT
870
TS Financial Group (TSFG)
Illinois
$1K -$4.25K -17 -81%
VWA
871
Valued Wealth Advisors
Utah
$845 +$845 +6 New
HWP
872
Highline Wealth Partners
California
$769 – – –
TWD
873
True Wealth Design
Ohio
$616 – – –
CWC
874
Carolinas Wealth Consulting
North Carolina
$615 – – –
NIG
875
NFJ Investment Group
Texas
$615 – – –
33 34
35
36 37