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DoubleVerify

322 hedge funds and large institutions have $6.26B invested in DoubleVerify in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 89

15% more funds holding

Funds holding: 281322 (+41)

4.01% more ownership

Funds ownership: 99.95%103.95% (+4%)

0% more capital invested

Capital invested by funds: $6.25B → $6.26B (+$3.51M)

27% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $68.3M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
322
Holders Change
+41
Holders Change %
+14.59%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
80
Increased
131
Reduced
89
Closed
39
Calls
$49.9M
Puts
$68.3M
Net Calls
-$18.3M
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$1.71M -$1.1M -29,605 -38%
CA
152
Cetera Advisors
Colorado
$1.67M +$1.77M +47,520 New
SCM
153
Silvant Capital Management
Georgia
$1.62M
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M +$156K +4,200 +10%
MNBTD
155
Moody National Bank Trust Division
Texas
$1.54M +$23.4K +629 +1%
CAN
156
Cetera Advisor Networks
California
$1.54M +$239K +6,423 +17%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$1.48M +$505K +13,579 +48%
AAM
158
Azzad Asset Management
Virginia
$1.45M +$260 +7 +0%
UAM
159
Unison Asset Management
Florida
$1.43M
FHB
160
First Hawaiian Bank
Hawaii
$1.41M +$1.49M +40,000 New
ASRS
161
Arizona State Retirement System
Arizona
$1.4M +$173K +4,649 +13%
SO
162
STRS Ohio
Ohio
$1.39M +$388K +10,432 +36%
TG
163
TCW Group
California
$1.37M -$74K -1,990 -5%
PAS
164
Park Avenue Securities
New York
$1.37M +$317K +8,509 +28%
Truist Financial
165
Truist Financial
North Carolina
$1.32M +$239K +6,436 +21%
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$1.32M -$119K -3,201 -8%
HighTower Advisors
167
HighTower Advisors
Illinois
$1.29M +$627K +16,843 +85%
Victory Capital Management
168
Victory Capital Management
Texas
$1.22M -$8.74K -235 -0.7%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M +$382K +10,274 +46%
LPL Financial
170
LPL Financial
California
$1.14M +$381K +10,252 +46%
OCBCO
171
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M +$1.19M +32,000 New
IECM
172
Intrinsic Edge Capital Management
Illinois
$1.12M -$6.27M -168,512 -84%
Calamos Advisors
173
Calamos Advisors
Illinois
$1.11M +$182K +4,880 +18%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$1.1M +$1.15M +31,000 +16,578%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M +$856 +23 +0.1%