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DoubleVerify

322 hedge funds and large institutions have $6.26B invested in DoubleVerify in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 89

15% more funds holding

Funds holding: 281322 (+41)

4.01% more ownership

Funds ownership: 99.95%103.95% (+4%)

0% more capital invested

Capital invested by funds: $6.25B → $6.26B (+$3.51M)

27% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $68.3M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
322
Holders Change
+41
Holders Change %
+14.59%
% 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
80
Increased
131
Reduced
89
Closed
39
Calls
$49.9M
Puts
$68.3M
Net Calls
-$18.3M
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
SPS
226
Susquehanna Portfolio Strategies
Pennsylvania
$376K
AGWCA
227
Annis Gardner Whiting Capital Advisors
Florida
$373K
SOW
228
State of Wyoming
Wyoming
$359K +$35.3K +948 +10%
USAA
229
United Services Automobile Association
Texas
$353K +$374K +10,052 New
IWA
230
Icon Wealth Advisors
Texas
$353K -$31.6K -848 -8%
FA
231
FDx Advisors
Illinois
$353K +$335 +9 +0.1%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$341K
AWS
233
Atria Wealth Solutions
New York
$338K +$358K +9,610 New
DAS
234
Diversify Advisory Services
Utah
$325K +$355K +9,544 New
BP
235
BBR Partners
New York
$313K
YMRC
236
Yorktown Management & Research Company
Virginia
$313K
CWM
237
Connecticut Wealth Management
Connecticut
$311K +$10.5K +282 +3%
AIG
238
American International Group
New York
$310K -$2.27K -61 -0.7%
Sumitomo Mitsui Trust Group
239
Sumitomo Mitsui Trust Group
Japan
$309K +$327K +8,797 New
CP
240
Covenant Partners
Tennessee
$308K +$325K +8,746 New
CNBT
241
Canandaigua National Bank & Trust
New York
$301K +$318K +8,560 New
MIM
242
MetLife Investment Management
New Jersey
$301K +$8.15K +219 +3%
WTG
243
West Tower Group
Virginia
$299K +$316K +8,500 New
LWAM
244
Legacy Wealth Asset Management
Minnesota
$295K +$312K +8,386 New
WS
245
Wedbush Securities
California
$294K +$311K +8,363 New
SPA
246
Sherbrooke Park Advisers
New York
$289K +$306K +8,211 New
URS
247
Utah Retirement Systems
Utah
$274K +$7.44K +200 +3%
PS
248
Principal Securities
Iowa
$273K +$119K +3,210 +70%
BC
249
Bridgefront Capital
Texas
$273K +$289K +7,772 New
SC
250
Shay Capital
New York
$264K +$279K +7,500 New