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DoubleVerify
DV

Overview Fund Activity

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.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
3.03%
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

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$50.7M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$39.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$165M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$32.3M
5
EAM
5
Eventide Asset Management
Massachusetts
$70.7M

Top Sellers

1
PEP
1
Providence Equity Partners
Rhode Island
$1.48B
2
Tiger Global Management
2
Tiger Global Management
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$109M
4
SPPAM
4
Summit Partners Public Asset Management
Massachusetts
$3.31M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
QC
176
Quent Capital
New York
$1.91K 87 -87 -50%
QL
177
Quarry LP
New York
$1.58K 72 +72 New
EI
178
Ellevest Inc
New York
$1.12K 51 -86 -63%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1K 60 -22 -27%
CA
180
Clearstead Advisors
Ohio
$856 39 +39 New
FWM
181
Focused Wealth Management
New York
$417 19 +19 New
BIA
182
Bell Investment Advisors
California
$395 18 +18 New
CS
183
Comerica Securities
Michigan
$198 9 +9 New
JWA
184
JFS Wealth Advisors
Pennsylvania
$66 3 +3 New
SC
185
Schubert & Co
Texas
$44 2 +2 New
DI
186
Disciplined Investments
Oklahoma
$22 1 +1 New
SIC
187
SJS Investment Consulting
Ohio
$22 1 +1 New
Tiger Global Management
188
Tiger Global Management
New York
– – -957,509 Closed
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
– – -72,655 Closed
PCM
190
Penserra Capital Management
California
– – -71,451 Closed
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
– – -69,619 Closed
CWM
192
CIBC World Markets
New York
– – -55,900 Closed
PI
193
PEAK6 Investments
Illinois
– – -38,132 Closed
RCAP
194
Resolute Capital Asset Partners
Colorado
– – -36,993 Closed
HIM
195
Hillsdale Investment Management
Ontario, Canada
– – -23,300 Closed
ADIM
196
Alpha DNA Investment Management
Maryland
– – -22,577 Closed
AWM
197
AE Wealth Management
Kansas
– – -22,548 Closed
ONGA
198
O'Neil Global Advisors
California
– – -18,438 Closed
AT
199
American Trust
Kentucky
– – -18,075 Closed
CIBC World Market
200
CIBC World Market
Ontario, Canada
– – -18,069 Closed
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