We are live on ! Find out more

942 hedge funds and large institutions have $22B invested in Dover in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 285 increasing their positions, 298 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 62

23% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $53.5M

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 867942 (+75)

0.76% more ownership

Funds ownership: 83.78%84.54% (+0.76%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 298

Holders
942
Holders Change
+75
Holders Change %
+8.65%
% of All Funds
14.5%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
149
Increased
285
Reduced
298
Closed
62
Calls
$65.6M
Puts
$53.5M
Net Calls
+$12.1M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
901
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$6.11K +36 New
AIP
902
Ahrens Investment Partners
Louisiana
$7K +$6.45K +38 New
SFM
903
Signet Financial Management
New Jersey
$7K +$6.96K +41 New
AWA
904
Amplius Wealth Advisors
Pennsylvania
$7K +$7.47K +44 New
ADL
905
Asset Dedication LLC
California
$6K
BIA
906
Bell Investment Advisors
California
$6K +$509 +3 +11%
PWMG
907
Prestige Wealth Management Group
New Jersey
$5K
TIM
908
Tortoise Investment Management
New York
$5K
CA
909
CoreCap Advisors
Michigan
$5K +$4.41K +26 New
SIS
910
Sound Income Strategies
Florida
$5K +$4.75K +28 New
NIC
911
Northwest Investment Counselors
Oregon
$5K +$5.09K +30 New
WPA
912
West Paces Advisors
Georgia
$4.36K +$4.07K +24 New
BWM
913
Baystate Wealth Management
Massachusetts
$4K
EWM
914
Edge Wealth Management
New York
$4K
ZB
915
Zions Bancorporation
Utah
$4K
JWA
916
JFS Wealth Advisors
Pennsylvania
$4K +$3.73K +22 New
AW
917
Alaethes Wealth
Nevada
$3K
CWA
918
Clearview Wealth Advisors
Oregon
$3K
GI
919
Gradient Investments
Minnesota
$3K
RFA
920
Reilly Financial Advisors
California
$3K
TFGT
921
TS Financial Group (TSFG)
Illinois
$3K
WWM
922
Wolff Wiese Magana
California
$3K
FMP
923
Financial Management Professionals
Texas
$3K +$170 +1 +8%
HH
924
HWG Holdings
Texas
$3K +$2.88K +17 New
CP
925
Castleview Partners
Texas
$2.88K +$88.8M +523,293 New