DV icon

DoubleVerify
DV

Overview Fund Activity

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.

Holders
218
Holders Change
+30
Holders Change %
+15.96%
% of All Funds
3.49%
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

Top Buyers

1
BlackRock
1
BlackRock
New York
$499M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$106M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$95.7M
5
Macquarie Group
5
Macquarie Group
Australia
$94.4M

Top Sellers

1
PEP
1
Providence Equity Partners
Rhode Island
$1.6B
2
EAM
2
Eventide Asset Management
Massachusetts
$56.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$582K
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$9.32K 309 +139 +82%
QCG
202
Quadrant Capital Group
Ohio
$8.71K 289 +289 New
HWM
203
HighMark Wealth Management
Minnesota
$7.57K 251 +251 New
TRCT
204
Tower Research Capital (TRC)
New York
$7K 233 -7,559 -97%
EWA
205
EverSource Wealth Advisors
Alabama
$6.18K 205 +102 +99%
BAM
206
Belpointe Asset Management
Nevada
$4.01K 133 – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$4K 142 +82 +137%
LC
208
Lindbrook Capital
California
$3.08K 102 – –
QC
209
Quent Capital
New York
$2.62K 87 – –
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$2.41K 80 +80 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$2.26K 75 +75 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$1.87K 62 +62 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1.3K 43 +43 New
CA
214
Clearstead Advisors
Ohio
$1.18K 39 – –
EI
215
Ellevest Inc
New York
$663 22 -29 -57%
ECM
216
Everence Capital Management
Indiana
$266 8,830 +8,830 New
Creative Planning
217
Creative Planning
Kansas
$121 4 +4 New
GIPM
218
G2 Investment Partners Management
New York
– – -245,000 Closed
TC
219
TwinBeech Capital
New York
– – -159,411 Closed
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
– – -124,304 Closed
JF
221
Jump Financial
Illinois
– – -85,619 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
– – -85,105 Closed
DTL
223
Dynamic Technology Lab
Singapore
– – -41,756 Closed
CCM
224
CAAS Capital Management
New York
– – -40,666 Closed
Verition Fund Management
225
Verition Fund Management
Connecticut
– – -37,500 Closed
7 8
9
10 11