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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
Stifel Financial
176
Stifel Financial
Missouri
$1.05M -$408K -10,954 -27%
NG
177
Norden Group
Utah
$1.02M +$1.07M +28,871 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$993K +$47.4K +1,274 +5%
CL
179
CIM LLC
New York
$976K -$6.03K -162 -0.6%
UBS Group
180
UBS Group
Switzerland
$970K +$892K +23,984 +667%
TPI
181
Trust Point Inc
Wisconsin
$939K +$315K +8,473 +46%
UM
182
UniSuper Management
Australia
$937K +$992K +26,660 New
KeyBank National Association
183
KeyBank National Association
Ohio
$936K +$991K +26,628 New
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$890K +$223K +6,000 +31%
MOACM
185
Mutual of America Capital Management
New York
$844K -$14.3K -384 -2%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$838K +$53.2K +1,431 +6%
MYIA
187
Mount Yale Investment Advisors
Colorado
$837K +$886K +23,800 New
Walleye Capital
188
Walleye Capital
New York
$819K +$347K +9,330 +67%
SEC
189
Seven Eight Capital
New York
$810K +$857K +23,044 New
AWAU
190
Alliance Wealth Advisors (Utah)
Utah
$794K +$840K +22,589 New
CSS
191
Cubist Systematic Strategies
Connecticut
$776K +$821K +22,057 New
Aberdeen Group
192
Aberdeen Group
United Kingdom
$758K +$802K +21,565 New
VFA
193
Values First Advisors
Tennessee
$731K -$112K -3,019 -13%
XT
194
XTX Topco
Cayman Islands
$720K +$762K +20,490 New
CAM
195
Cresset Asset Management
Illinois
$704K +$6.88K +185 +0.9%
CC
196
Centiva Capital
New York
$683K +$723K +19,436 New
Wells Fargo
197
Wells Fargo
California
$639K -$189K -5,092 -22%
X
198
Xponance
Pennsylvania
$623K -$25.2K -678 -4%
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$621K +$84.2K +2,262 +15%
FDS
200
First Dallas Securities
Texas
$620K +$656K +17,640 New