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DoubleVerify
DV

Overview Fund Activity

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.

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
3.88%
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

Top Buyers

1
Invesco
1
Invesco
Georgia
$87.4M
2
Macquarie Group
2
Macquarie Group
Australia
$174M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$456M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$54.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$154M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$93.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$127M
3
MNG
3
Manning & Napier Group
New York
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$15.9M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$255M
Name Market Value Shares Shares
Change 		Shares
Change %
PAMS
176
Pictet Asset Management (Switzerland)
Switzerland
$499K 12,810 +12,810 New
LFAS
177
Level Four Advisory Services
Texas
$498K 12,786 +12,786 New
Truist Financial
178
Truist Financial
North Carolina
$498K 12,784 +1,113 +10%
LCM
179
Legato Capital Management
California
$488K 12,550 +12,550 New
CWM
180
Congress Wealth Management
Massachusetts
$447K 11,485 – –
AR
181
Advisory Research
Illinois
$445K 11,443 +11,443 New
MML Investors Services
182
MML Investors Services
Massachusetts
$427K 10,962 -685 -6%
US Bancorp
183
US Bancorp
Minnesota
$426K 10,949 -480 -4%
SPA
184
Sherbrooke Park Advisers
New York
$416K 10,700 +10,700 New
CB
185
Commerce Bank
Missouri
$410K 10,545 -356 -3%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$377K 9,686 – –
LPL Financial
187
LPL Financial
California
$376K 9,672 -3,354 -26%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$369K 9,482 +9,482 New
Corient Private Wealth
189
Corient Private Wealth
Florida
$366K 9,402 +9,402 New
CAM
190
Connacht Asset Management
New York
$361K 9,268 -6,931 -43%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$351K 8,994 +87 +1%
BP
192
BBR Partners
New York
$347K 8,916 – –
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$345K 8,859 +8,859 New
CWM
194
Connecticut Wealth Management
Connecticut
$332K 8,535 – –
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
$331K 8,506 +8,506 New
SRAM
196
Spouting Rock Asset Management
Pennsylvania
$331K 8,502 – –
OAM
197
Oppenheimer Asset Management
New York
$315K 8,094 -106 -1%
CGH
198
Crossmark Global Holdings
Texas
$314K 7,570 +7,570 New
ECM
199
Everence Capital Management
Indiana
$308K 8,830 – –
SW
200
SkyOak Wealth
Michigan
$307K 7,880 +7,880 New
6 7
8
9 10