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DoubleVerify
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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: 281 → 322 (+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: 9 → 5 (-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

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$133M
2
JCAM
Jericho Capital Asset Management
New York
+$56.7M
3
CCPM
Cooper Creek Partners Management
New York
+$54.6M
4
Capital International Investors
Capital International Investors
California
+$32M
5
GCM
Geneva Capital Management
Wisconsin
+$31.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$56.1M
2
Artisan Partners
Artisan Partners
Wisconsin
-$40.9M
3
Millennium Management
Millennium Management
New York
-$30.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$30.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
301
FinTrust Capital Advisors
South Carolina
$5.56K +$5.88K +158 New
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$5.13K +$446 +12 +9%
GRP
303
Global Retirement Partners
California
$4.57K +$3.24K +87 +202%
JSAM
304
J. Safra Asset Management
New York
$4.5K +$4.76K +128 New
Bessemer Group
305
Bessemer Group
New Jersey
$4K – – –
FFA
306
Farther Finance Advisors
California
$3.85K +$2.12K +57 +102%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$3.16K – – –
EC
308
EntryPoint Capital
New York
$2.95K -$22.3K -599 -88%
BIA
309
Bell Investment Advisors
California
$2.71K – – –
CA
310
Clearstead Advisors
Ohio
$2.7K -$1.79K -48 -26%
MA
311
MCF Advisors
Kentucky
$2.53K +$2.68K +72 New
PTC
312
Private Trust Company
Ohio
$2.18K +$2.31K +62 New
UB
313
UMB Bank
Missouri
$2.18K +$2.31K +62 New
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$2.04K +$2.23K +60 New
FPB
315
First PREMIER Bank
South Dakota
$2K +$1.9K +51 New
NMM
316
Naples Money Management
Florida
$1.83K – – –
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.55K +$1.64K +44 New
A
318
AlphaQuest
New York
$1.41K +$1.49K +40 New
AF
319
Allworth Financial
California
$1.02K +$260 +7 +32%
AWM
320
Abound Wealth Management
Tennessee
$598 -$1.12K -30 -64%
ECM
321
Everence Capital Management
Indiana
$557 – – –
BF
322
BOK Financial
Oklahoma
$307 -$1.6K -43 -83%
Artisan Partners
323
Artisan Partners
Wisconsin
– -$40.9M -1,110,836 Closed
Loomis, Sayles & Company
324
Loomis, Sayles & Company
Massachusetts
– -$30.2M -822,017 Closed
HAM
325
Honeycomb Asset Management
New York
– -$14.7M -400,000 Closed
11 12
13
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