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DoubleVerify
DV

Overview Fund Activity

320 hedge funds and large institutions have $6.26B invested in DoubleVerify in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 131 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
131
Reduced
89
Closed
39
Calls
$49.9M
Puts
$68.3M
Net Calls
-$18.3M
Net Calls Change
+$811K

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$141M
2
JCAM
Jericho Capital Asset Management
New York
$53.6M
3
CCPM
Cooper Creek Partners Management
New York
$51.6M
4
Capital International Investors
Capital International Investors
California
$59.1M
5
GCM
Geneva Capital Management
Wisconsin
$96.6M

Top Sellers

1
Invesco
Invesco
Georgia
$73.6M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$15.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
226
Annis Gardner Whiting Capital Advisors
Florida
$373K – – –
SOW
227
State of Wyoming
Wyoming
$359K +$33.3K +948 +10%
USAA
228
United Services Automobile Association
Texas
$353K +$353K +10,052 New
IWA
229
Icon Wealth Advisors
Texas
$353K -$29.8K -848 -8%
FA
230
FDx Advisors
Illinois
$353K +$316 +9 +0.1%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$341K – – –
AWS
232
Atria Wealth Solutions
New York
$338K +$338K +9,610 New
DAS
233
Diversify Advisory Services
Utah
$325K +$325K +9,544 New
BP
234
BBR Partners
New York
$313K – – –
YMRC
235
Yorktown Management & Research Company
Virginia
$313K – – –
CWM
236
Connecticut Wealth Management
Connecticut
$311K +$9.92K +282 +3%
AIG
237
American International Group
New York
$310K -$2.15K -61 -0.7%
Sumitomo Mitsui Trust Group
238
Sumitomo Mitsui Trust Group
Japan
$309K +$309K +8,797 New
CP
239
Covenant Partners
Tennessee
$308K +$308K +8,746 New
CNBT
240
Canandaigua National Bank & Trust
New York
$301K +$301K +8,560 New
MIM
241
MetLife Investment Management
New Jersey
$301K +$7.7K +219 +3%
WTG
242
West Tower Group
Virginia
$299K +$299K +8,500 New
LWAM
243
Legacy Wealth Asset Management
Minnesota
$295K +$295K +8,386 New
WS
244
Wedbush Securities
California
$294K +$294K +8,363 New
SPA
245
Sherbrooke Park Advisers
New York
$289K +$289K +8,211 New
URS
246
Utah Retirement Systems
Utah
$274K +$7.03K +200 +3%
PS
247
Principal Securities
Iowa
$273K +$113K +3,210 +70%
BC
248
Bridgefront Capital
Texas
$273K +$273K +7,772 New
SC
249
Shay Capital
New York
$264K +$264K +7,500 New
NAS
250
Nicolet Advisory Services
Wisconsin
$258K +$258K +7,749 New
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