We are live on ! Find out more
DV icon

DoubleVerify

168 hedge funds and large institutions have $4.09B invested in DoubleVerify in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

118% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 34

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

27% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $9.24M

26% more capital invested

Capital invested by funds: $3.23B → $4.09B (+$854M)

21% more funds holding

Funds holding: 139168 (+29)

3.72% more ownership

Funds ownership: 87.25%90.97% (+3.7%)

Holders
168
Holders Change
+29
Holders Change %
+20.86%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
51
Increased
74
Reduced
34
Closed
22
Calls
$11.7M
Puts
$9.24M
Net Calls
+$2.47M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
101
Calamos Advisors
Illinois
$647K +$610K +23,658 New
HIM
102
Hillsdale Investment Management
Ontario, Canada
$638K -$20.6K -800 -3%
APP
103
Alpha Paradigm Partners
Illinois
$628K +$398K +15,421 +204%
AWM
104
AE Wealth Management
Kansas
$617K +$581K +22,548 New
ADIM
105
Alpha DNA Investment Management
Maryland
$617K +$582K +22,577 New
CQS
106
Credential Qtrade Securities
$591K +$16.7K +648 +3%
AG
107
Algert Global
California
$586K +$309K +11,991 +127%
BCM
108
Bayesian Capital Management
New York
$557K +$525K +20,357 New
TRCT
109
Tower Research Capital (TRC)
New York
$546K +$507K +19,652 +6,180%
VFA
110
Values First Advisors
Tennessee
$525K +$495K +19,213 New
ONGA
111
O'Neil Global Advisors
California
$504K +$475K +18,438 New
AT
112
American Trust
Kentucky
$494K +$38.7K +1,500 +9%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$494K +$466K +18,069 New
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$475K +$448K +17,382 New
PAS
115
Park Avenue Securities
New York
$468K +$11.1K +432 +3%
PAM
116
PVG Asset Management
Colorado
$385K +$363K +14,066 New
AB
117
Amalgamated Bank
New York
$380K +$3.69K +143 +1%
BC
118
Brookfield Corp
Ontario, Canada
$378K +$357K +13,838 New
Stifel Financial
119
Stifel Financial
Missouri
$374K +$18.7K +724 +6%
Truist Financial
120
Truist Financial
North Carolina
$350K +$69.2K +2,683 +27%
Barclays
121
Barclays
United Kingdom
$336K -$96.4K -3,738 -23%
CM
122
Caption Management
Oklahoma
$327K +$309K +12,000 New
CWM
123
Congress Wealth Management
Massachusetts
$325K +$306K +11,850 New
PCM
124
Prelude Capital Management
New York
$325K +$306K +11,865 New
KA
125
Klingman & Associates
New York
$324K -$103K -4,000 -25%