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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
Morgan Stanley
26
Morgan Stanley
New York
$29.4M +$10.2M +420,878 +39%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$28.5M -$54.4M -2,250,325 -61%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$27.5M -$25.4M -1,052,546 -43%
Charles Schwab
29
Charles Schwab
California
$26.4M +$1.05M +43,461 +3%
Man Group
30
Man Group
United Kingdom
$26M +$30.5M +1,262,691 +1,771%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$25.7M -$4.48M -185,294 -12%
EAM
32
Eventide Asset Management
Massachusetts
$25.5M -$25M -1,036,190 -44%
Federated Hermes
33
Federated Hermes
Pennsylvania
$25.1M -$15.5M -641,700 -33%
Millennium Management
34
Millennium Management
New York
$23.7M +$18.7M +772,244 +174%
DC
35
Davenport & Co
Virginia
$21.3M +$10.2M +420,298 +62%
KCM
36
Kornitzer Capital Management
Kansas
$21.2M
Northern Trust
37
Northern Trust
Illinois
$19.9M -$4.74M -196,048 -16%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$19.6M +$10M +415,214 +70%
Bank of America
39
Bank of America
North Carolina
$19M +$9.27M +383,656 +65%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$18.6M +$794K +32,883 +4%
LCOV
41
London Company of Virginia
Virginia
$18.2M +$22.6M +935,894 New
ERSOT
42
Employees Retirement System of Texas
Texas
$17.8M
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$17M +$4.9M +202,687 +30%
UBS AM
44
UBS AM
Illinois
$15.7M +$4.53M +187,437 +30%
Invesco
45
Invesco
Georgia
$14.7M -$32.3M -1,337,837 -64%
Macquarie Group
46
Macquarie Group
Australia
$13.9M -$88.9M -3,682,031 -84%
FWIA
47
Fort Washington Investment Advisors
Ohio
$13M +$16.1M +667,686 New
ACM
48
Ashford Capital Management
Delaware
$12.6M +$3.6M +148,940 +30%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$12.6M +$15.7M +647,955 New
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$12.6M -$571K -23,648 -4%