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DoubleVerify

307 hedge funds and large institutions have $3.38B invested in DoubleVerify in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $40.2M | Put options by funds: $11.6M

12% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.89% less ownership

Funds ownership: 103.95%101.06% (-2.9%)

5% less funds holding

Funds holding: 322307 (-15)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

46% less capital invested

Capital invested by funds: $6.26B → $3.38B (-$2.87B)

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
77
Increased
109
Reduced
97
Closed
86
Calls
$40.2M
Puts
$11.6M
Net Calls
+$28.6M
Net Calls Change
+$46.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
351
Orion Portfolio Solutions
Nebraska
-$428K -12,187 Closed
PFM
352
Premier Fund Managers
United Kingdom
-$377K -11,453 Closed
SPS
353
Susquehanna Portfolio Strategies
Pennsylvania
-$376K -10,700 Closed
AGWCA
354
Annis Gardner Whiting Capital Advisors
Florida
-$373K -10,610 Closed
FA
355
FDx Advisors
Illinois
-$353K -10,043 Closed
AWS
356
Atria Wealth Solutions
New York
-$338K -9,610 Closed
DAS
357
Diversify Advisory Services
Utah
-$325K -9,544 Closed
BP
358
BBR Partners
New York
-$313K -8,916 Closed
YMRC
359
Yorktown Management & Research Company
Virginia
-$313K -8,900 Closed
CWM
360
Connecticut Wealth Management
Connecticut
-$311K -8,841 Closed
AIG
361
American International Group
New York
-$310K -8,810 Closed
Sumitomo Mitsui Trust Group
362
Sumitomo Mitsui Trust Group
Japan
-$309K -8,797 Closed
CP
363
Covenant Partners
Tennessee
-$308K -8,746 Closed
CNBT
364
Canandaigua National Bank & Trust
New York
-$301K -8,560 Closed
WTG
365
West Tower Group
Virginia
-$299K -8,500 Closed
LWAM
366
Legacy Wealth Asset Management
Minnesota
-$295K -8,386 Closed
WS
367
Wedbush Securities
California
-$294K -8,363 Closed
URS
368
Utah Retirement Systems
Utah
-$274K -7,800 Closed
BC
369
Bridgefront Capital
Texas
-$273K -7,772 Closed
NAS
370
Nicolet Advisory Services
Wisconsin
-$258K -7,749 Closed
SC
371
Shay Capital
New York
-$264K -7,500 Closed
SBIA
372
Sheaff Brock Investment Advisors
Indiana
-$250K -7,122 Closed
WPC
373
Wedmont Private Capital
Pennsylvania
-$230K -6,925 Closed
Teacher Retirement System of Texas
374
Teacher Retirement System of Texas
Texas
-$225K -6,410 Closed
SCM
375
Shelton Capital Management
Colorado
-$216K -6,144 Closed