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DoubleVerify

218 hedge funds and large institutions have $4.78B invested in DoubleVerify in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 100 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $3.46M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

117% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 46

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

44% more capital invested

Capital invested by funds: $3.32B → $4.78B (+$1.46B)

16% more funds holding

Funds holding: 188218 (+30)

3.64% more ownership

Funds ownership: 92.01%95.65% (+3.6%)

Holders
218
Holders Change
+30
Holders Change %
+15.96%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
64
Increased
100
Reduced
46
Closed
33
Calls
$20.2M
Puts
$3.46M
Net Calls
+$16.7M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$9.32K +$3.64K +139 +82%
QCG
202
Quadrant Capital Group
Ohio
$8.71K +$7.57K +289 New
HWM
203
HighMark Wealth Management
Minnesota
$7.57K +$6.58K +251 New
TRCT
204
Tower Research Capital (TRC)
New York
$7K -$198K -7,559 -97%
EWA
205
EverSource Wealth Advisors
Alabama
$6.18K +$2.67K +102 +99%
BAM
206
Belpointe Asset Management
Nevada
$4.01K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.15K +82 +137%
LC
208
Lindbrook Capital
California
$3.08K
QC
209
Quent Capital
New York
$2.62K
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$2.41K +$2.1K +80 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$2.26K +$1.97K +75 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$1.87K +$1.62K +62 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1.3K +$1.13K +43 New
CA
214
Clearstead Advisors
Ohio
$1.18K
EI
215
Ellevest Inc
New York
$663 -$760 -29 -57%
ECM
216
Everence Capital Management
Indiana
$266 +$231K +8,830 New
Creative Planning
217
Creative Planning
Kansas
$121 +$105 +4 New
GIPM
218
G2 Investment Partners Management
New York
-$5.38M -245,000 Closed
TC
219
TwinBeech Capital
New York
-$3.5M -159,411 Closed
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
-$2.73M -124,304 Closed
JF
221
Jump Financial
Illinois
-$1.88M -85,619 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
-$1.87M -85,105 Closed
DTL
223
Dynamic Technology Lab
Singapore
-$917K -41,756 Closed
CCM
224
CAAS Capital Management
New York
-$893K -40,666 Closed
Verition Fund Management
225
Verition Fund Management
Connecticut
-$824K -37,500 Closed