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DoubleVerify

258 hedge funds and large institutions have $4.57B invested in DoubleVerify in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 67 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 67

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

5% more funds holding

Funds holding: 246258 (+12)

0.88% less ownership

Funds ownership: 98.56%97.68% (-0.88%)

28% less capital invested

Capital invested by funds: $6.38B → $4.57B (-$1.81B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

40% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $52.7M

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
57
Increased
119
Reduced
67
Closed
44
Calls
$31.8M
Puts
$52.7M
Net Calls
-$20.9M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$68K +$82.2K +2,404 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$63.5K -$3.93K -115 -5%
FHA
228
First Horizon Advisors
Tennessee
$46.9K -$684 -20 -1%
AAM
229
Advisors Asset Management
Colorado
$43.8K +$21.6K +632 +68%
HNB
230
Huntington National Bank
Ohio
$41.8K +$15K +439 +42%
GAAM
231
Guinness Atkinson Asset Management
California
$34K +$41.6K +1,216 New
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$28K -$1.2K -35 -3%
QCG
233
Quadrant Capital Group
Ohio
$25.1K +$17.5K +512 +132%
NS
234
NBC Securities
Alabama
$24K +$30.2K +882 New
RA
235
Rise Advisors
New York
$19.3K +$23.6K +691 New
PPC
236
Park Place Capital
Alabama
$18K
PA
237
Parallel Advisors
California
$17.2K +$308 +9 +1%
S
238
SignatureFD
Georgia
$16.4K -$3.15K -92 -14%
OA
239
Operose Advisors
Wisconsin
$14.6K +$17.8K +521 New
CFGS
240
Concourse Financial Group Securities
Alabama
$14K +$17.1K +501 New
SVCP
241
Silicon Valley Capital Partners
California
$9.39K
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$5.23K +$6.39K +187 New
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$5K +$5.61K +164 New
CA
244
Clearstead Advisors
Ohio
$4.81K +$2.94K +86 +100%
EWA
245
EverSource Wealth Advisors
Alabama
$4.61K -$1.95K -57 -26%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$4K -$308 -9 -6%
LC
247
Lindbrook Capital
California
$3.35K +$615 +18 +18%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$3.3K -$9.54K -279 -70%
HT
249
Headlands Technologies
Illinois
$2.52K +$3.08K +90 New
QC
250
Quent Capital
New York
$2.43K

DV Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q3 2023, worth a combined $4.57B — down 28% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DV positions and 44 closed out — a net gain of 13 holders — while 119 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was Providence Equity Partners, cutting an estimated $427M.

  • 258 institutional investors held DoubleVerify (DV) as of Q3 2023, up from 246 in Q2 2023.
  • Funds reported $4.57B of DoubleVerify stock for Q3 2023, down 28% quarter-over-quarter.
  • 57 funds opened new DoubleVerify positions in Q3 2023 and 44 closed out, a net change of +13 holders.
  • The largest DoubleVerify buyer in Q3 2023 was BlackRock, an estimated $127M added.
  • The largest DoubleVerify seller in Q3 2023 was Providence Equity Partners, an estimated $427M sold.

Based on aggregated 13F filings for Q3 2023.