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DoubleVerify

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.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

51% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 67

34% more capital invested

Capital invested by funds: $4.78B → $6.38B (+$1.61B)

13% more funds holding

Funds holding: 218246 (+28)

2.91% more ownership

Funds ownership: 95.65%98.56% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

14% less call options, than puts

Call options by funds: $47.8M | Put options by funds: $55.8M

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
3.86%
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
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$26.5K +$3.23K +100 +17%
Bessemer Group
227
Bessemer Group
New Jersey
$26K +$21.8K +677 New
PPC
228
Park Place Capital
Alabama
$25K
PA
229
Parallel Advisors
California
$23.7K +$516 +16 +3%
Federated Hermes
230
Federated Hermes
Pennsylvania
$22.9K +$3.94K +122 +26%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$15.5K +$11.4K +354 +823%
QCG
232
Quadrant Capital Group
Ohio
$15.1K +$3.16K +98 +34%
SVCP
233
Silicon Valley Capital Partners
California
$13.1K +$10.8K +336 New
EWA
234
EverSource Wealth Advisors
Alabama
$8.64K +$549 +17 +8%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$6K +$419 +13 +9%
Loomis, Sayles & Company
236
Loomis, Sayles & Company
Massachusetts
$4K -$26.4K -818 -88%
LC
237
Lindbrook Capital
California
$3.97K
QC
238
Quent Capital
New York
$3.39K
CA
239
Clearstead Advisors
Ohio
$3.35K +$1.52K +47 +121%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$3.11K
VWM
241
Venturi Wealth Management
Texas
$3K +$2.48K +77 New
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$2.41K
FAM
243
Fred Alger Management
New York
$1.48K +$1.23K +38 New
IA
244
IFP Advisors
Florida
$1.05K +$871 +27 New
BIA
245
Bell Investment Advisors
California
$545 +$452 +14 New
AWM
246
Abound Wealth Management
Tennessee
$429 +$355 +11 New
MNG
247
Manning & Napier Group
New York
-$28.7M -950,422 Closed
TAM
248
Timucuan Asset Management
Florida
-$13.2M -438,783 Closed
Citadel Advisors
249
Citadel Advisors
Florida
-$13.9M -430,901 Closed
Millennium Management
250
Millennium Management
New York
-$7.27M -241,196 Closed