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DoubleVerify
DV

Overview Fund Activity

218 hedge funds and large institutions have $4.78B invested in DoubleVerify in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 100 increasing their positions, 46 reducing their positions, and 33 closing their positions.

Holders
218
Holders Change
+30
Holders Change %
+15.96%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
64
Increased
100
Reduced
46
Closed
33
Calls
$20.2M
Puts
$3.46M
Net Calls
+$16.7M
Net Calls Change
+$14.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$499M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$106M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$95.7M
5
Macquarie Group
5
Macquarie Group
Australia
$94.4M

Top Sellers

1
PEP
1
Providence Equity Partners
Rhode Island
$1.6B
2
EAM
2
Eventide Asset Management
Massachusetts
$56.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$582K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
226
J.P. Morgan Private Wealth Advisors
California
– – -35,536 Closed
LIP
227
Liontrust Investment Partners
United Kingdom
– – -35,000 Closed
EGM
228
Engineers Gate Manager
New York
– – -27,133 Closed
ACM
229
Aquatic Capital Management
Illinois
– – -24,800 Closed
PCM
230
Prelude Capital Management
New York
– – -23,630 Closed
SI
231
Stephens Inc
Arkansas
– – -21,844 Closed
DFCM
232
Dark Forest Capital Management
Puerto Rico
– – -20,621 Closed
LK
233
Lumbard & Kellner
New Hampshire
– – -16,086 Closed
TCM
234
Teza Capital Management
Illinois
– – -14,770 Closed
PTC
235
Petrus Trust Company
Texas
– – -14,187 Closed
JGC
236
J. Goldman & Co
New York
– – -13,114 Closed
Simplex Trading
237
Simplex Trading
Illinois
– – -12,449 Closed
Lazard Asset Management
238
Lazard Asset Management
New York
– – -8,755 Closed
SSG
239
Summit Securities Group
New York
$0 1 -2,568 -100%
IA
240
IFP Advisors
Florida
– – -1,050 Closed
BAAM
241
Baker Avenue Asset Management
California
– – -200 Closed
BHWM
242
Beaird Harris Wealth Management
Texas
– – -88 Closed
QL
243
Quarry LP
New York
– – -72 Closed
FWM
244
Focused Wealth Management
New York
– – -19 Closed
BIA
245
Bell Investment Advisors
California
– – -18 Closed
CS
246
Comerica Securities
Michigan
– – -9 Closed
JWA
247
JFS Wealth Advisors
Pennsylvania
– – -3 Closed
SFG
248
Steward Financial Group
Texas
– – -2 Closed
SC
249
Schubert & Co
Texas
– – -2 Closed
SIC
250
SJS Investment Consulting
Ohio
– – -1 Closed
7 8 9
10
11