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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
Barclays
151
Barclays
United Kingdom
$87.9K -$215K -8,272 -67%
SAM
152
Shell Asset Management
Netherlands
$80K -$17.5K -673 -16%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$78.2K +$85.2K +3,269 +1,112%
SSG
154
Summit Securities Group
New York
$56K +$66.9K +2,569 New
BAM
155
Bullseye Asset Management
Colorado
$55K +$52.1K +2,000 +400%
SOW
156
State of Wyoming
Wyoming
$52.8K -$27.8K -1,066 -31%
US Bancorp
157
US Bancorp
Minnesota
$49.6K -$113K -4,322 -66%
IA
158
IFP Advisors
Florida
$41K +$2.24K +86 +9%
Citigroup
159
Citigroup
New York
$34.7K -$30.6K -1,175 -43%
AssetMark Inc
160
AssetMark Inc
California
$28K +$16.8K +645 +103%
AIG
161
American International Group
New York
$23.6K +$3.28K +126 +13%
CFGS
162
Concourse Financial Group Securities
Alabama
$22.5K -$1.49K -57 -5%
FHA
163
First Horizon Advisors
Tennessee
$18.1K +$4.19K +161 +24%
Dimensional Fund Advisors
164
Dimensional Fund Advisors
Texas
$15.4K +$5.8M +222,781 +47%
S
165
SignatureFD
Georgia
$10.3K +$12.2K +469 New
PA
166
Parallel Advisors
California
$10.3K +$3K +115 +33%
BAAM
167
Baker Avenue Asset Management
California
$4.39K +$5.21K +200 New
HNB
168
Huntington National Bank
Ohio
$3.73K -$8.34K -320 -65%
AAM
169
Advisors Asset Management
Colorado
$3.45K +$4.09K +157 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$3K
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
$3K +$1.46K +56 +74%
BAM
172
Belpointe Asset Management
Nevada
$2.92K +$3.46K +133 New
EWA
173
EverSource Wealth Advisors
Alabama
$2.26K
LC
174
Lindbrook Capital
California
$2.24K +$2.66K +102 New
BHWM
175
Beaird Harris Wealth Management
Texas
$1.93K +$2.29K +88 New