We are live on ! Find out more
DV icon

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
NAS
251
Nicolet Advisory Services
Wisconsin
$258K +$288K +7,749 New
SBIA
252
Sheaff Brock Investment Advisors
Indiana
$250K +$265K +7,122 New
WPC
253
Wedmont Private Capital
Pennsylvania
$230K +$3.31K +89 +1%
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$225K -$60K -1,613 -20%
SCM
255
Shelton Capital Management
Colorado
$216K -$12.9K -347 -5%
LOIM
256
Liberty One Investment Management
Illinois
$188K +$199K +5,351 New
PFBT
257
Parkside Financial Bank & Trust
Missouri
$169K +$8.52K +229 +5%
AssetMark Inc
258
AssetMark Inc
California
$157K +$9.86K +265 +6%
RG
259
Richelieu Gestion
France
$154K +$163K +4,370 New
HCA
260
Harbor Capital Advisors
Illinois
$143K +$151K +4,071 New
PPC
261
Park Place Capital
Alabama
$141K +$90.6K +2,435 +154%
KBC Group
262
KBC Group
Belgium
$130K +$43.7K +1,175 +47%
Citadel Advisors
263
Citadel Advisors
Florida
$109K -$11M -294,346 -99%
C
264
Covestor
United Kingdom
$106K -$7.78K -209 -6%
TRCT
265
Tower Research Capital (TRC)
New York
$98.4K -$30.4K -816 -23%
FHA
266
First Horizon Advisors
Tennessee
$90.9K +$7.55K +203 +9%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$84.7K +$186 +5 +0.2%
AAM
268
Advisors Asset Management
Colorado
$84.5K +$18.2K +490 +26%
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$83K
AIC
270
Archer Investment Corporation
Indiana
$83K +$87.8K +2,360 New
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$72.3K +$16.9K +455 +28%
S
272
SignatureFD
Georgia
$61K +$24.2K +650 +60%
QCG
273
Quadrant Capital Group
Ohio
$57K +$4.99K +134 +9%
HNB
274
Huntington National Bank
Ohio
$56.4K +$186 +5 +0.3%
RA
275
RiverPark Advisors
New York
$53.8K +$56.9K +1,529 New