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DoubleVerify
DV

Overview Fund Activity

307 hedge funds and large institutions have $3.39B invested in DoubleVerify in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 108 increasing their positions, 98 reducing their positions, and 84 closing their positions.

Holders
307
Holders Change
-13
Holders Change %
-4.06%
% of All Funds
4.47%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
108
Reduced
98
Closed
84
Calls
$40.2M
Puts
$11.6M
Net Calls
+$28.6M
Net Calls Change
+$46.9M

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$73.3M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$54.1M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$53M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$36.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$33.9M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Macquarie Group
2
Macquarie Group
Australia
$13.9M
3
CCPM
3
Cooper Creek Partners Management
New York
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$28.5M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
276
EverSource Wealth Advisors
Alabama
$6.19K 293 -277 -49%
VWM
277
Venturi Wealth Management
Texas
$6.1K 313 +90 +40%
QCG
278
Quadrant Capital Group
Ohio
$3.74K 192 -1,428 -88%
QC
279
Quent Capital
New York
$3.74K 192 – –
UB
280
UMB Bank
Missouri
$3.37K 173 +111 +179%
CA
281
Clearstead Advisors
Ohio
$2.73K 140 – –
CA
282
Crewe Advisors
Utah
$2.73K 140 +140 New
BTI
283
Blue Trust Inc
Georgia
$2.5K 71 +71 New
SAM
284
Smartleaf Asset Management
Massachusetts
$2.15K 113 +113 New
IC
285
Innealta Capital
Texas
$2.12K 109 +109 New
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$2.03K 104 -1,055,422 -100%
SWM
287
Spire Wealth Management
Virginia
$1.91K 98 -192 -66%
BIA
288
Bell Investment Advisors
California
$1.75K 90 +13 +17%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$1.75K 90 – –
FFA
290
Farther Finance Advisors
California
$1.34K 68 -45 -40%
TWP
291
Triad Wealth Partners
Kansas
$1.29K 66 +66 New
AF
292
Advisornet Financial
Minnesota
$1.27K 65 +65 New
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$857 44 – –
JWA
294
JFS Wealth Advisors
Pennsylvania
$760 39 +39 New
Jones Financial Companies
295
Jones Financial Companies
Missouri
$720 37 +37 New
NMM
296
Naples Money Management
Florida
$671 34 -18 -35%
BGAI
297
Bruce G. Allen Investments
Colorado
$643 33 +33 New
CFO
298
CVA Family Office
Colorado
$545 28 +28 New
ECM
299
Everence Capital Management
Indiana
$464 15,840 – –
LFG
300
Larson Financial Group
Missouri
$350 18 +18 New
10 11
12
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