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DoubleVerify
DV

Overview Fund Activity

281 hedge funds and large institutions have $6.25B invested in DoubleVerify in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 47 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+23
Holders Change %
+8.91%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
66
Increased
150
Reduced
47
Closed
40
Calls
$60.3M
Puts
$79.4M
Net Calls
-$19.1M
Net Calls Change
+$1.75M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$570M
2
BlackRock
BlackRock
New York
$806M
3
BCM
Brown Capital Management
Maryland
$82.3M
4
RP
Riverbridge Partners
Minnesota
$94.2M
5
Millennium Management
Millennium Management
New York
$46.8M

Top Sellers

1
PEP
Providence Equity Partners
Rhode Island
$967M
2
Macquarie Group
Macquarie Group
Australia
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$36.9M
5
Artisan Partners
Artisan Partners
Wisconsin
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$2.22M +$192K +5,207 +9%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$2.15M +$1.7M +46,238 +382%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.12M +$246K +6,677 +13%
1CM
129
1492 Capital Management
Wisconsin
$2.07M +$20.3K +553 +1%
AFWM
130
AMJ Financial Wealth Management
Virginia
$1.72M +$1.72M +46,688 New
SCM
131
Silvant Capital Management
Georgia
$1.69M – – –
AA
132
ALPS Advisors
Colorado
$1.67M -$190K -5,168 -10%
MNBTD
133
Moody National Bank Trust Division
Texas
$1.59M +$1.59M +43,222 New
CHM
134
Collaborative Holdings Management
New York
$1.58M +$1.58M +43,000 New
CCA
135
Checchi Capital Advisers
California
$1.57M – – –
AAM
136
Azzad Asset Management
Virginia
$1.52M +$368 +10 +0%
TG
137
TCW Group
California
$1.51M -$129K -3,508 -8%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$1.51M -$634K -17,229 -30%
Stifel Financial
139
Stifel Financial
Missouri
$1.5M +$411K +11,165 +38%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.5M +$135K +3,684 +10%
UAM
141
Unison Asset Management
Florida
$1.5M – – –
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
$1.49M +$1.49M +40,609 New
AG
143
Algert Global
California
$1.44M +$1.44M +39,250 New
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$1.44M +$865K +23,519 +150%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$1.39M +$955K +25,322 +220%
BAM
146
Bullseye Asset Management
Colorado
$1.38M – – –
CAN
147
Cetera Advisor Networks
California
$1.37M +$944K +25,659 +220%
RA
148
Royce & Associates
New York
$1.36M +$1.36M +37,000 New
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.33M +$4.3K +117 +0.3%
ASRS
150
Arizona State Retirement System
Arizona
$1.29M +$162K +4,399 +14%
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6
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