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880 hedge funds and large institutions have $18.1B invested in Dover in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 275 increasing their positions, 297 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 62

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

13% more capital invested

Capital invested by funds: $16.1B → $18.1B (+$2.02B)

2% more funds holding

Funds holding: 866880 (+14)

0.34% less ownership

Funds ownership: 85.62%85.28% (-0.34%)

6% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $34.4M

7% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 297

Holders
880
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
14.02%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
94
Increased
275
Reduced
297
Closed
62
Calls
$32.2M
Puts
$34.4M
Net Calls
-$2.21M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.53B -$2.26M -15,403 -0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.13B +$167M +1,134,365 +9%
BlackRock
3
BlackRock
New York
$1.51B -$19.5M -133,146 -1%
State Street
4
State Street
Massachusetts
$997M -$48.1M -327,657 -5%
Boston Partners
5
Boston Partners
Massachusetts
$602M -$84.5M -575,449 -13%
Bank of America
6
Bank of America
North Carolina
$524M -$49.2M -335,086 -9%
Franklin Resources
7
Franklin Resources
California
$498M -$1.76M -11,986 -0.4%
Macquarie Group
8
Macquarie Group
Australia
$451M +$14.9M +101,225 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$439M +$7.61M +51,836 +2%
N
10
Nuveen
North Carolina
$409M +$11.9M +81,267 +3%
Wells Fargo
11
Wells Fargo
California
$368M +$2.46M +16,779 +0.7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$331M +$40.3M +274,713 +14%
Morgan Stanley
13
Morgan Stanley
New York
$311M -$13.1M -89,345 -4%
Northern Trust
14
Northern Trust
Illinois
$266M +$492K +3,353 +0.2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$246M -$1.21M -8,231 -0.5%
Fisher Asset Management
16
Fisher Asset Management
Washington
$234M +$2.35M +16,030 +1%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$225M +$181M +1,232,366 +501%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$215M -$5.02M -34,201 -2%
Norges Bank
19
Norges Bank
Norway
$196M +$7.89M +53,738 +4%
ProShare Advisors
20
ProShare Advisors
Maryland
$185M -$14.2M -96,861 -7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$184M -$14.3M -97,444 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$169M +$263K +1,791 +0.2%
AllianceBernstein
23
AllianceBernstein
Tennessee
$168M -$199M -1,356,113 -55%
Corient Private Wealth
24
Corient Private Wealth
Florida
$144M +$2.22M +15,149 +2%
CFC
25
Cincinnati Financial Corp
Ohio
$128M

DOV Hedge Fund Activity: Q1 2023 in Review

880 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dover (DOV) for Q1 2023, worth a combined $18.1B — up 13% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DOV positions and 62 closed out — a net gain of 32 holders — while 275 added to existing stakes and 297 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $181M. The largest seller was AllianceBernstein, cutting an estimated $199M.

  • 880 institutional investors held Dover (DOV) as of Q1 2023, up from 866 in Q4 2022.
  • Funds reported $18.1B of Dover stock for Q1 2023, up 13% quarter-over-quarter.
  • 94 funds opened new Dover positions in Q1 2023 and 62 closed out, a net change of +32 holders.
  • The largest Dover buyer in Q1 2023 was Adage Capital Partners, an estimated $181M added.
  • The largest Dover seller in Q1 2023 was AllianceBernstein, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2023.