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DoubleVerify
DV

Overview Fund Activity

246 hedge funds and large institutions have $6.38B invested in DoubleVerify in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 27 closing their positions.

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
56
Increased
101
Reduced
67
Closed
27
Calls
$47.8M
Puts
$55.8M
Net Calls
-$8.05M
Net Calls Change
-$24.8M

Top Buyers

1
Invesco
1
Invesco
Georgia
$87.4M
2
Macquarie Group
2
Macquarie Group
Australia
$174M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$154M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$93.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$127M
3
MNG
3
Manning & Napier Group
New York
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$15.9M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$255M
Name Market Value Shares Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$26.5K 680 +100 +17%
Bessemer Group
227
Bessemer Group
New Jersey
$26K 677 +677 New
PPC
228
Park Place Capital
Alabama
$25K 643 – –
PA
229
Parallel Advisors
California
$23.7K 608 +16 +3%
Federated Hermes
230
Federated Hermes
Pennsylvania
$22.9K 588 +122 +26%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$15.5K 397 +354 +823%
QCG
232
Quadrant Capital Group
Ohio
$15.1K 387 +98 +34%
SVCP
233
Silicon Valley Capital Partners
California
$13.1K 336 +336 New
EWA
234
EverSource Wealth Advisors
Alabama
$8.64K 222 +17 +8%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$6K 155 +13 +9%
Loomis, Sayles & Company
236
Loomis, Sayles & Company
Massachusetts
$4K 114 -818 -88%
LC
237
Lindbrook Capital
California
$3.97K 102 – –
QC
238
Quent Capital
New York
$3.39K 87 – –
CA
239
Clearstead Advisors
Ohio
$3.35K 86 +47 +121%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$3.11K 80 – –
VWM
241
Venturi Wealth Management
Texas
$3K 77 +77 New
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$2.41K 62 – –
FAM
243
Fred Alger Management
New York
$1.48K 38 +38 New
IA
244
IFP Advisors
Florida
$1.05K 27 +27 New
BIA
245
Bell Investment Advisors
California
$545 14 +14 New
AWM
246
Abound Wealth Management
Tennessee
$429 11 +11 New
MNG
247
Manning & Napier Group
New York
– – -950,422 Closed
TAM
248
Timucuan Asset Management
Florida
– – -438,783 Closed
Citadel Advisors
249
Citadel Advisors
Florida
– – -430,901 Closed
Millennium Management
250
Millennium Management
New York
– – -241,196 Closed
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