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DoubleVerify
DV

Overview Fund Activity

317 hedge funds and large institutions have $3.27B invested in DoubleVerify in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
99
Reduced
145
Closed
47
Calls
$48.8M
Puts
$12.9M
Net Calls
+$35.9M
Net Calls Change
+$18.1M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
$94.3M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$31.6M
3
Goldman Sachs
Goldman Sachs
New York
$33.6M
4
AFCM
Alta Fox Capital Management
Texas
$24.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$109M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$49.4M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.11M
4
Millennium Management
Millennium Management
New York
$40M
5
RP
Repertoire Partners
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$212K -$191 -10 -0.1%
CFGS
227
Concourse Financial Group Securities
Alabama
$212K -$23.1K -1,162 -10%
2C
228
272 Capital
Texas
$209K -$2.5M -130,139 -92%
SAM
229
Shell Asset Management
Netherlands
$209K – – –
CAM
230
Claret Asset Management
Quebec, Canada
$208K +$1.44K +75 +0.7%
PCMC
231
Private Capital Management (Colorado)
Colorado
$201K +$2.5K +130 +1%
Focus Partners Wealth
232
Focus Partners Wealth
Massachusetts
$196K +$196K +10,202 New
PCA
233
Pallas Capital Advisors
Massachusetts
$193K +$193K +10,045 New
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$186K – – –
Federated Hermes
235
Federated Hermes
Pennsylvania
$184K +$11K +571 +6%
HCA
236
Harbor Capital Advisors
Illinois
$180K +$3.03K +158 +2%
CPBTD
237
Central Pacific Bank - Trust Division
Hawaii
$178K +$27.9K +1,450 +19%
CM
238
Caption Management
Oklahoma
$173K -$403K -21,000 -70%
Wells Fargo
239
Wells Fargo
California
$157K -$65.6K -3,417 -29%
PD
240
Point72 (DIFC)
United Arab Emirates
$147K -$1.1M -57,278 -88%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$138K -$15.9K -826 -10%
CF
242
Corebridge Financial
Texas
$132K -$13.2K -689 -9%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$129K +$1.84K +96 +1%
KBC Group
244
KBC Group
Belgium
$125K +$28.7K +1,494 +30%
C
245
Covestor
United Kingdom
$123K -$4.63K -241 -4%
MIM
246
MetLife Investment Management
New Jersey
$118K -$2.13K -111 -2%
SG Americas Securities
247
SG Americas Securities
New York
$113K +$113K +5,876 New
IWA
248
Icon Wealth Advisors
Texas
$102K +$102K +5,312 New
SCM
249
Sterling Capital Management
North Carolina
$98.1K +$23.3K +1,214 +31%
RI
250
Redwood Investments
Massachusetts
$93.8K +$93.8K +4,883 New
8 9
10
11 12