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DoubleVerify
DV

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$570M
2
BlackRock
2
BlackRock
New York
$806M
3
BCM
3
Brown Capital Management
Maryland
$82.3M
4
RP
4
Riverbridge Partners
Minnesota
$94.2M
5
Millennium Management
5
Millennium Management
New York
$46.8M

Top Sellers

1
PEP
1
Providence Equity Partners
Rhode Island
$967M
2
Macquarie Group
2
Macquarie Group
Australia
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$36.9M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$40.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
276
BOK Financial
Oklahoma
$1.91K 52 +37 +247%
AWM
277
Abound Wealth Management
Tennessee
$1.73K 47 +36 +327%
WPA
278
West Paces Advisors
Georgia
$1.73K 47 +47 New
SAM
279
Smartleaf Asset Management
Massachusetts
$1.66K 44 +44 New
GRP
280
Global Retirement Partners
California
$1.57K 43 +22 +105%
AF
281
Allworth Financial
California
$810 22 +22 New
First Trust Advisors
282
First Trust Advisors
Illinois
– – -684,020 Closed
TC
283
TwinBeech Capital
New York
– – -205,151 Closed
CM
284
Castleark Management
Illinois
– – -193,080 Closed
Voloridge Investment Management
285
Voloridge Investment Management
Florida
– – -191,796 Closed
EP
286
Edgestream Partners
New Jersey
– – -133,105 Closed
SFI
287
Susquehanna Fundamental Investments
Pennsylvania
– – -111,903 Closed
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
– – -110,000 Closed
HSBC Holdings
289
HSBC Holdings
United Kingdom
– – -99,075 Closed
EF
290
Empowered Funds
Pennsylvania
– – -91,527 Closed
Hudson Bay Capital Management
291
Hudson Bay Capital Management
Connecticut
– – -87,719 Closed
CSS
292
Cubist Systematic Strategies
Connecticut
– – -82,225 Closed
Walleye Trading
293
Walleye Trading
New York
– – -67,976 Closed
Simplex Trading
294
Simplex Trading
Illinois
– – -57,586 Closed
PAMP
295
Polar Asset Management Partners
Ontario, Canada
– – -56,739 Closed
FC
296
FORA Capital
Florida
– – -46,623 Closed
GCM
297
Graham Capital Management
Connecticut
– – -43,064 Closed
EGM
298
Engineers Gate Manager
New York
– – -40,942 Closed
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
– – -40,700 Closed
SC
300
Shellback Capital
Massachusetts
– – -40,000 Closed
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