We are live on ! Find out more
DV icon

DoubleVerify

246 hedge funds and large institutions have $6.38B invested in DoubleVerify in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

51% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 67

34% more capital invested

Capital invested by funds: $4.78B → $6.38B (+$1.61B)

13% more funds holding

Funds holding: 218246 (+28)

2.91% more ownership

Funds ownership: 95.65%98.56% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

14% less call options, than puts

Call options by funds: $47.8M | Put options by funds: $55.8M

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
56
Increased
101
Reduced
67
Closed
27
Calls
$47.8M
Puts
$55.8M
Net Calls
-$8.05M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
176
Pictet Asset Management (Switzerland)
Switzerland
$499K +$413K +12,810 New
LFAS
177
Level Four Advisory Services
Texas
$498K +$413K +12,786 New
Truist Financial
178
Truist Financial
North Carolina
$498K +$35.9K +1,113 +10%
LCM
179
Legato Capital Management
California
$488K +$405K +12,550 New
CWM
180
Congress Wealth Management
Massachusetts
$447K
AR
181
Advisory Research
Illinois
$445K +$369K +11,443 New
MML Investors Services
182
MML Investors Services
Massachusetts
$427K -$22.1K -685 -6%
US Bancorp
183
US Bancorp
Minnesota
$426K -$15.5K -480 -4%
SPA
184
Sherbrooke Park Advisers
New York
$416K +$345K +10,700 New
CB
185
Commerce Bank
Missouri
$410K -$11.5K -356 -3%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$377K
LPL Financial
187
LPL Financial
California
$376K -$108K -3,354 -26%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$369K +$306K +9,482 New
Corient Private Wealth
189
Corient Private Wealth
Florida
$366K +$303K +9,402 New
CAM
190
Connacht Asset Management
New York
$361K -$224K -6,931 -43%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$351K +$2.81K +87 +1%
BP
192
BBR Partners
New York
$347K
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$345K +$286K +8,859 New
CWM
194
Connecticut Wealth Management
Connecticut
$332K
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
$331K +$274K +8,506 New
SRAM
196
Spouting Rock Asset Management
Pennsylvania
$331K
OAM
197
Oppenheimer Asset Management
New York
$315K -$3.42K -106 -1%
CGH
198
Crossmark Global Holdings
Texas
$314K +$244K +7,570 New
ECM
199
Everence Capital Management
Indiana
$308K
SW
200
SkyOak Wealth
Michigan
$307K +$254K +7,880 New