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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
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$2.24K
IA
252
IFP Advisors
Florida
$2.07K +$1.61K +47 +174%
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$1.73K
BIA
254
Bell Investment Advisors
California
$755 +$444 +13 +93%
GRP
255
Global Retirement Partners
California
$586 +$718 +21 New
ECM
256
Everence Capital Management
Indiana
$443 +$240K +7,010 +79%
BF
257
BOK Financial
Oklahoma
$417 +$513 +15 New
AWM
258
Abound Wealth Management
Tennessee
$308
FFA
259
Farther Finance Advisors
California
$280 +$342 +10 New
1832 Asset Management
260
1832 Asset Management
Ontario, Canada
-$93.8M -2,409,600 Closed
Marshall Wace
261
Marshall Wace
United Kingdom
-$15.9M -407,805 Closed
LCG
262
Lisanti Capital Growth
New York
-$9.23M -237,205 Closed
Two Sigma Advisers
263
Two Sigma Advisers
New York
-$7.36M -189,000 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
-$6.17M -158,400 Closed
EGI
265
EAM Global Investors
California
-$4.66M -119,818 Closed
MWVC
266
Morgens Waterfall Vintiadis & Co
New York
-$3.89M -100,000 Closed
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
-$2.47M -63,543 Closed
PP
268
PDT Partners
New York
-$2.38M -61,056 Closed
Two Sigma Investments
269
Two Sigma Investments
New York
-$2.16M -55,600 Closed
TI
270
Trexquant Investment
Connecticut
-$2.14M -54,976 Closed
Squarepoint
271
Squarepoint
New York
-$2.14M -54,960 Closed
TAM
272
Tabor Asset Management
New York
-$1.96M -50,233 Closed
EI
273
EAM Investors
California
-$1.89M -48,652 Closed
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
-$1.56M -40,130 Closed
HighTower Advisors
275
HighTower Advisors
Illinois
-$1.48M -38,236 Closed

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.