We are live on ! Find out more
DV icon

DoubleVerify

258 hedge funds and large institutions have $4.57B invested in DoubleVerify in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 67 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 67

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

5% more funds holding

Funds holding: 246258 (+12)

0.88% less ownership

Funds ownership: 98.56%97.68% (-0.88%)

28% less capital invested

Capital invested by funds: $6.38B → $4.57B (-$1.81B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

40% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $52.7M

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
57
Increased
119
Reduced
67
Closed
44
Calls
$31.8M
Puts
$52.7M
Net Calls
-$20.9M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kornitzer Capital Management
Kansas
$34.9M +$32.5K +950 +0.1%
Norges Bank
27
Norges Bank
Norway
$31.6M +$3.32M +97,175 +9%
Charles Schwab
28
Charles Schwab
California
$30.8M +$19.7M +577,018 +110%
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$30M -$1.13M -33,009 -3%
Northern Trust
30
Northern Trust
Illinois
$29.8M +$4.56M +133,361 +14%
American Century Companies
31
American Century Companies
Missouri
$29.5M +$24M +702,359 +198%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$29.4M -$99.1M -2,898,083 -73%
BCM
33
Brown Capital Management
Maryland
$27.4M +$33.5M +980,255 New
SPPAM
34
Summit Partners Public Asset Management
Massachusetts
$25.9M +$4.05M +118,421 +15%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$23.7M +$18.7M +546,622 +180%
GIP
36
Granite Investment Partners
California
$22.7M +$58.3K +1,704 +0.2%
AI
37
Aperture Investors
New York
$22.5M +$2.86M +83,709 +12%
Morgan Stanley
38
Morgan Stanley
New York
$22.1M -$3.17M -92,597 -10%
RIM
39
Ranger Investment Management
Texas
$20M -$909K -26,590 -4%
First Trust Advisors
40
First Trust Advisors
Illinois
$19.1M +$1.73M +50,727 +8%
William Blair & Company
41
William Blair & Company
Illinois
$18.3M +$3.02M +88,323 +16%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$18.1M +$22.1M +645,945 +566,618%
LIC
43
Laurus Investment Counsel
Canada
$17.9M -$62.7K -1,835 -0.4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$17.5M -$898K -26,271 -4%
Goldman Sachs
45
Goldman Sachs
New York
$16.5M -$3.63M -106,168 -15%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$15.8M +$5.22M +152,713 +37%
ACM
47
Ashford Capital Management
Delaware
$15.6M -$367K -10,730 -2%
DC
48
Davenport & Co
Virginia
$12.5M +$15.3M +448,508 New
SCA
49
Summit Creek Advisors
Minnesota
$12M +$4.7M +137,426 +47%
Capital International Investors
50
Capital International Investors
California
$11.8M +$14.4M +421,463 New

DV Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q3 2023, worth a combined $4.57B — down 28% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DV positions and 44 closed out — a net gain of 13 holders — while 119 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was Providence Equity Partners, cutting an estimated $427M.

  • 258 institutional investors held DoubleVerify (DV) as of Q3 2023, up from 246 in Q2 2023.
  • Funds reported $4.57B of DoubleVerify stock for Q3 2023, down 28% quarter-over-quarter.
  • 57 funds opened new DoubleVerify positions in Q3 2023 and 44 closed out, a net change of +13 holders.
  • The largest DoubleVerify buyer in Q3 2023 was BlackRock, an estimated $127M added.
  • The largest DoubleVerify seller in Q3 2023 was Providence Equity Partners, an estimated $427M sold.

Based on aggregated 13F filings for Q3 2023.