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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
SAM
276
Shell Asset Management
Netherlands
$48K -$10.2K -273 -10%
ETC
277
Exchange Traded Concepts
Oklahoma
$47.8K +$50.6K +1,360 New
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$43.7K +$20.8K +560 +82%
GI
279
GAMMA Investing
California
$42.5K +$5.69K +153 +14%
TFIPS
280
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.8K +$23.1K +620 +115%
NS
281
NBC Securities
Alabama
$39K +$9.3K +250 +28%
GAAM
282
Guinness Atkinson Asset Management
California
$32.1K -$11.3K -304 -25%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$31K +$19.3K +520 +139%
WT
284
Whittier Trust
California
$27.8K +$29.4K +791 New
RA
285
Rise Advisors
New York
$24.3K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$22.6K
LSA
287
Leonteq Securities AG
Switzerland
$20.4K +$21.6K +580 New
PA
288
Parallel Advisors
California
$18.9K -$967 -26 -5%
MG
289
Mather Group
Illinois
$17.4K +$17.6K +472 New
EWA
290
EverSource Wealth Advisors
Alabama
$16.7K -$2.05K -55 -9%
SPIA
291
Steward Partners Investment Advisory
New York
$16.3K +$17.3K +464 New
AWM
292
Avior Wealth Management
Nebraska
$11.9K +$12.6K +338 New
SVCP
293
Silicon Valley Capital Partners
California
$11.8K
LC
294
Lindbrook Capital
California
$10.2K +$1.56K +42 +17%
SWM
295
Spire Wealth Management
Virginia
$10.2K +$7.44K +200 +222%
AIM
296
Arcadia Investment Management
Michigan
$9.81K +$10.4K +279 New
VWM
297
Venturi Wealth Management
Texas
$7.84K
SWS
298
SYSTM Wealth Solutions
Illinois
$7.03K +$1.08K +29 +17%
CG
299
Cutler Group
California
$7K +$7.44K +200 New
QC
300
Quent Capital
New York
$6.75K