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DoubleVerify

315 hedge funds and large institutions have $2.87B invested in DoubleVerify in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $14.7M

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

3% more funds holding

Funds holding: 307315 (+8)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

0.97% less ownership

Funds ownership: 101.06%100.09% (-0.97%)

15% less capital invested

Capital invested by funds: $3.38B → $2.87B (-$513M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
70
Increased
108
Reduced
107
Closed
62
Calls
$32.5M
Puts
$14.7M
Net Calls
+$17.7M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
276
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.5K
GAAM
277
Guinness Atkinson Asset Management
California
$12.8K
QCG
278
Quadrant Capital Group
Ohio
$12.6K +$10.6K +557 +290%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$11.5K -$248 -13 -2%
SAM
280
Smartleaf Asset Management
Massachusetts
$10K +$8.98K +471 +417%
RA
281
Rise Advisors
New York
$7.76K -$4.38K -230 -33%
S
282
SignatureFD
Georgia
$7.73K +$1.2K +63 +16%
HNB
283
Huntington National Bank
Ohio
$7.41K -$11.7K -615 -58%
LC
284
Lindbrook Capital
California
$6.11K -$458 -24 -6%
EWA
285
EverSource Wealth Advisors
Alabama
$5.67K +$839 +44 +15%
UB
286
UMB Bank
Missouri
$5.41K +$2.82K +148 +86%
VWM
287
Venturi Wealth Management
Texas
$5.27K
QC
288
Quent Capital
New York
$3.23K
PA
289
Parallel Advisors
California
$3K -$3.2K -168 -49%
AF
290
Allworth Financial
California
$1.84K -$15.4K -806 -88%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$1.53K +$1.54K +81 +810%
BIA
292
Bell Investment Advisors
California
$1.52K
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$1.52K
IA
294
IFP Advisors
Florida
$1.38K -$11.9K -626 -88%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$1.11K +$553 +29 +78%
AF
296
Advisornet Financial
Minnesota
$926 -$191 -10 -15%
FFA
297
Farther Finance Advisors
California
$859 -$324 -17 -25%
BTI
298
Blue Trust Inc
Georgia
$837 -$534 -28 -39%
Allspring Global Investments
299
Allspring Global Investments
North Carolina
$774 -$50.3K -2,640 -98%
BCMLT
300
Beacon Capital Management LLC (Tennessee)
Tennessee
$741

DV Hedge Fund Activity: Q3 2024 in Review

315 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q3 2024, worth a combined $2.87B — down 15% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DV positions and 62 closed out — a net gain of 8 holders — while 108 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $37.9M. The largest seller was Capital World Investors, exiting entirely with an estimated $67.9M sold.

  • 315 institutional investors held DoubleVerify (DV) as of Q3 2024, up from 307 in Q2 2024.
  • Funds reported $2.87B of DoubleVerify stock for Q3 2024, down 15% quarter-over-quarter.
  • 70 funds opened new DoubleVerify positions in Q3 2024 and 62 closed out, a net change of +8 holders.
  • The largest DoubleVerify buyer in Q3 2024 was Mackenzie Financial, an estimated $37.9M added.
  • The largest DoubleVerify seller in Q3 2024 was Capital World Investors, an estimated $67.9M sold.

Based on aggregated 13F filings for Q3 2024.