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DoubleVerify

281 hedge funds and large institutions have $6.25B invested in DoubleVerify in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 47 reducing their positions, and 40 closing their positions.

Holders
281
Holders Change
+23
Holders Change %
+8.91%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
66
Increased
150
Reduced
47
Closed
40
Calls
$60.3M
Puts
$79.4M
Net Calls
-$19.1M
Net Calls Change
+$1.75M
Name Market Value Shares Shares
Change
Shares
Change %
RA
251
Rise Advisors
New York
$25.4K 691
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$25.2K 684 -317 -32%
EC
253
EntryPoint Capital
New York
$25.1K 683 +683 New
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$23.6K 642 +642 New
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.5K 638 +638 New
EWA
256
EverSource Wealth Advisors
Alabama
$23K 625 +460 +279%
PA
257
Parallel Advisors
California
$20.7K 563 -54 -9%
TFIPS
258
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.9K 540 +540 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$14K 374 +228 +156%
SVCP
260
Silicon Valley Capital Partners
California
$12.4K 336
LC
261
Lindbrook Capital
California
$9.16K 249 +129 +108%
VWM
262
Venturi Wealth Management
Texas
$8.2K 223 +223 New
QC
263
Quent Capital
New York
$7.06K 192 +105 +121%
CA
264
Clearstead Advisors
Ohio
$6.92K 188 +16 +9%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$6.46K 187
SWS
266
SYSTM Wealth Solutions
Illinois
$6.29K 171 +171 New
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
$6K 175 +11 +7%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$4.93K 134 +54 +68%
Bessemer Group
269
Bessemer Group
New Jersey
$4K 101 +101 New
CIA
270
Cape Investment Advisory
Georgia
$3.94K 107 +107 New
SWM
271
Spire Wealth Management
Virginia
$3.58K 90 +90 New
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$3.31K 90 +28 +45%
BIA
273
Bell Investment Advisors
California
$2.83K 77 +50 +185%
FFA
274
Farther Finance Advisors
California
$2.06K 56 +46 +460%
NMM
275
Naples Money Management
Florida
$1.91K 52 +52 New