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DoubleVerify

307 hedge funds and large institutions have $3.38B invested in DoubleVerify in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $40.2M | Put options by funds: $11.6M

12% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.89% less ownership

Funds ownership: 103.95%101.06% (-2.9%)

5% less funds holding

Funds holding: 322307 (-15)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

46% less capital invested

Capital invested by funds: $6.26B → $3.38B (-$2.87B)

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
77
Increased
109
Reduced
97
Closed
86
Calls
$40.2M
Puts
$11.6M
Net Calls
+$28.6M
Net Calls Change
+$46.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$54K +$45.9K +1,900 +213%
Allspring Global Investments
252
Allspring Global Investments
North Carolina
$52.3K -$16.8M -697,380 -100%
AAM
253
Advisors Asset Management
Colorado
$50.7K +$4.83K +200 +8%
FHA
254
First Horizon Advisors
Tennessee
$49.1K -$1.47K -61 -2%
PPC
255
Park Place Capital
Alabama
$49K -$36.4K -1,506 -37%
DekaBank Deutsche Girozentrale
256
DekaBank Deutsche Girozentrale
Germany
$47K
AIC
257
Archer Investment Corporation
Indiana
$45.9K
Twin Tree Management
258
Twin Tree Management
Texas
$32.7K -$1.78M -73,757 -98%
ETC
259
Exchange Traded Concepts
Oklahoma
$30K +$4.4K +182 +13%
Pacer Advisors
260
Pacer Advisors
Pennsylvania
$29.6K +$6.67K +276 +22%
QL
261
Quarry LP
New York
$24.3K +$30.1K +1,246 New
TFIPS
262
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K
HNB
263
Huntington National Bank
Ohio
$20.5K -$13.3K -550 -34%
AF
264
Allworth Financial
California
$18.3K +$21.4K +886 +3,055%
NS
265
NBC Securities
Alabama
$17K -$6.04K -250 -22%
MG
266
Mather Group
Illinois
$16.1K -$338 -14 -3%
GI
267
GAMMA Investing
California
$15.5K -$10K -415 -34%
GAAM
268
Guinness Atkinson Asset Management
California
$14.8K -$3.67K -152 -17%
IA
269
IFP Advisors
Florida
$13.8K +$17.1K +708 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$13.5K +$1.28K +53 +8%
RA
271
Rise Advisors
New York
$13.5K
S
272
SignatureFD
Georgia
$7.71K -$32.4K -1,340 -77%
LC
273
Lindbrook Capital
California
$7.54K +$2.32K +96 +33%
PA
274
Parallel Advisors
California
$6.74K -$4.61K -191 -36%
SVCP
275
Silicon Valley Capital Partners
California
$6.54K