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DoubleVerify
DV

Overview Fund Activity

281 hedge funds and large institutions have $6.25B invested in DoubleVerify in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 47 reducing their positions, and 40 closing their positions.

Holders
281
Holders Change
+23
Holders Change %
+8.91%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
66
Increased
150
Reduced
47
Closed
40
Calls
$60.3M
Puts
$79.4M
Net Calls
-$19.1M
Net Calls Change
+$1.75M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$570M
2
BlackRock
2
BlackRock
New York
$806M
3
BCM
3
Brown Capital Management
Maryland
$82.3M
4
RP
4
Riverbridge Partners
Minnesota
$94.2M
5
Millennium Management
5
Millennium Management
New York
$46.8M

Top Sellers

1
PEP
1
Providence Equity Partners
Rhode Island
$967M
2
Macquarie Group
2
Macquarie Group
Australia
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$36.9M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$730K -$3.49K -95 -0.5%
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$717K -$261K -7,086 -27%
Osaic Holdings
178
Osaic Holdings
Arizona
$716K -$1.96M -53,198 -73%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$710K +$224K +6,100 +46%
BCM
180
Bayesian Capital Management
New York
$684K +$684K +18,596 New
X
181
Xponance
Pennsylvania
$677K +$42.3K +1,151 +7%
TPI
182
Trust Point Inc
Wisconsin
$671K +$671K +18,239 New
MML Investors Services
183
MML Investors Services
Massachusetts
$640K +$214K +5,821 +50%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$604K +$604K +16,428 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$589K +$78K +2,120 +15%
ECM
186
Everence Capital Management
Indiana
$583K – – –
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$567K +$96.2K +2,615 +20%
QC
188
Quadrature Capital
United Kingdom
$553K -$593K -16,129 -52%
Walleye Capital
189
Walleye Capital
New York
$514K -$1.12M -30,551 -69%
PFM
190
Premier Fund Managers
United Kingdom
$502K -$449K -11,923 -47%
EA
191
Ellsworth Advisors
Ohio
$492K +$4.38K +119 +0.9%
Los Angeles Capital Management
192
Los Angeles Capital Management
California
$442K -$1.78M -48,266 -80%
CFGS
193
Concourse Financial Group Securities
Alabama
$429K +$411K +11,174 +2,230%
YC
194
Yarbrough Capital
Tennessee
$419K +$419K +11,395 New
LCM
195
Legato Capital Management
California
$417K +$417K +11,350 New
CWM
196
Congress Wealth Management
Massachusetts
$413K -$9.2K -250 -2%
IWA
197
Icon Wealth Advisors
Texas
$401K +$401K +10,891 New
CGH
198
Crossmark Global Holdings
Texas
$400K +$46.4K +1,262 +13%
CB
199
Commerce Bank
Missouri
$400K +$7.5K +204 +2%
SPS
200
Susquehanna Portfolio Strategies
Pennsylvania
$394K +$394K +10,700 New
6 7
8
9 10