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DoubleVerify

188 hedge funds and large institutions have $3.32B invested in DoubleVerify in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 48

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

46% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $5.15M

12% more funds holding

Funds holding: 168188 (+20)

1.04% more ownership

Funds ownership: 90.97%92.01% (+1%)

19% less capital invested

Capital invested by funds: $4.09B → $3.32B (-$766M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
50
Increased
85
Reduced
48
Closed
29
Calls
$7.54M
Puts
$5.15M
Net Calls
+$2.39M
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Petrus Trust Company
Texas
$312K +$370K +14,187 New
JGC
127
J. Goldman & Co
New York
$288K +$342K +13,114 New
IWS
128
Insight Wealth Strategies
California
$286K +$339K +13,024 New
LPL Financial
129
LPL Financial
California
$277K +$329K +12,630 New
Simplex Trading
130
Simplex Trading
Illinois
$273K +$324K +12,449 New
Truist Financial
131
Truist Financial
North Carolina
$260K -$24.7K -949 -7%
MML Investors Services
132
MML Investors Services
Massachusetts
$256K +$10.9K +419 +4%
ASRS
133
Arizona State Retirement System
Arizona
$254K +$12.1K +463 +4%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$250K +$297K +11,400 New
CAN
135
Cetera Advisor Networks
California
$240K +$285K +10,924 New
CB
136
Commerce Bank
Missouri
$234K -$9.61K -369 -3%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$221K -$35.8K -1,375 -12%
Jane Street
138
Jane Street
New York
$217K +$258K +9,898 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$210K -$2.73K -105 -1%
BCM
140
Bayesian Capital Management
New York
$202K -$291K -11,161 -55%
X
141
Xponance
Pennsylvania
$202K +$239K +9,181 New
Wells Fargo
142
Wells Fargo
California
$195K -$843K -32,349 -78%
Lazard Asset Management
143
Lazard Asset Management
New York
$192K +$174K +6,692 +324%
QT
144
Quantbot Technologies
New York
$175K +$208K +7,988 New
TRCT
145
Tower Research Capital (TRC)
New York
$171K -$317K -12,178 -61%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$139K +$41.5K +1,592 +34%
UBS Group
147
UBS Group
Switzerland
$114K -$2.58M -99,113 -95%
C
148
Covestor
United Kingdom
$110K +$130K +5,006 +38,508%
Walleye Trading
149
Walleye Trading
New York
$97K +$115K +4,419 New
MIM
150
MetLife Investment Management
New Jersey
$89K +$12.2K +467 +13%

DV Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q4 2022, worth a combined $3.32B — down 19% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DV positions and 29 closed out — a net gain of 21 holders — while 85 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $42.2M. The largest seller was Providence Equity Partners, cutting an estimated $300M.

  • 188 institutional investors held DoubleVerify (DV) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $3.32B of DoubleVerify stock for Q4 2022, down 19% quarter-over-quarter.
  • 50 funds opened new DoubleVerify positions in Q4 2022 and 29 closed out, a net change of +21 holders.
  • The largest DoubleVerify buyer in Q4 2022 was Bank of New York Mellon, an estimated $42.2M added.
  • The largest DoubleVerify seller in Q4 2022 was Providence Equity Partners, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2022.