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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 %
SPS
351
Susquehanna Portfolio Strategies
Pennsylvania
– – -10,700 Closed
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
– – -10,610 Closed
FA
353
FDx Advisors
Illinois
– – -10,043 Closed
AWS
354
Atria Wealth Solutions
New York
– – -9,610 Closed
DAS
355
Diversify Advisory Services
Utah
– – -9,544 Closed
BP
356
BBR Partners
New York
– – -8,916 Closed
YMRC
357
Yorktown Management & Research Company
Virginia
– – -8,900 Closed
CWM
358
Connecticut Wealth Management
Connecticut
– – -8,841 Closed
AIG
359
American International Group
New York
– – -8,810 Closed
Sumitomo Mitsui Trust Group
360
Sumitomo Mitsui Trust Group
Japan
– – -8,797 Closed
CP
361
Covenant Partners
Tennessee
– – -8,746 Closed
CNBT
362
Canandaigua National Bank & Trust
New York
– – -8,560 Closed
WTG
363
West Tower Group
Virginia
– – -8,500 Closed
LWAM
364
Legacy Wealth Asset Management
Minnesota
– – -8,386 Closed
WS
365
Wedbush Securities
California
– – -8,363 Closed
URS
366
Utah Retirement Systems
Utah
– – -7,800 Closed
BC
367
Bridgefront Capital
Texas
– – -7,772 Closed
NAS
368
Nicolet Advisory Services
Wisconsin
– – -7,749 Closed
SC
369
Shay Capital
New York
– – -7,500 Closed
SBIA
370
Sheaff Brock Investment Advisors
Indiana
– – -7,122 Closed
WPC
371
Wedmont Private Capital
Pennsylvania
– – -6,925 Closed
Teacher Retirement System of Texas
372
Teacher Retirement System of Texas
Texas
– – -6,410 Closed
SCM
373
Shelton Capital Management
Colorado
– – -6,144 Closed
LOIM
374
Liberty One Investment Management
Illinois
– – -5,351 Closed
Nisa Investment Advisors
375
Nisa Investment Advisors
Missouri
– – -2,055 Closed
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15
16