We are live on ! Find out more
DV icon

DoubleVerify

258 hedge funds and large institutions have $4.57B invested in DoubleVerify in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 67 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 67

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

5% more funds holding

Funds holding: 246258 (+12)

0.88% less ownership

Funds ownership: 98.56%97.68% (-0.88%)

28% less capital invested

Capital invested by funds: $6.38B → $4.57B (-$1.81B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

40% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $52.7M

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
57
Increased
119
Reduced
67
Closed
44
Calls
$31.8M
Puts
$52.7M
Net Calls
-$20.9M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Sandia Investment Management
Massachusetts
$280K +$342K +10,000 New
CGH
202
Crossmark Global Holdings
Texas
$275K +$69.6K +2,036 +27%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$271K
SG Americas Securities
204
SG Americas Securities
New York
$264K -$588K -17,207 -65%
PTC
205
Petrus Trust Company
Texas
$262K +$321K +9,382 New
AGWCA
206
Annis Gardner Whiting Capital Advisors
Florida
$261K +$320K +9,350 New
BFM
207
Boothbay Fund Management
New York
$261K +$320K +9,346 New
Corient Private Wealth
208
Corient Private Wealth
Florida
$257K -$7.28K -213 -2%
BP
209
BBR Partners
New York
$249K
SPA
210
Sherbrooke Park Advisers
New York
$247K -$63.4K -1,854 -17%
SRAM
211
Spouting Rock Asset Management
Pennsylvania
$240K +$2.29K +67 +0.8%
CWM
212
Connecticut Wealth Management
Connecticut
$239K
AIG
213
American International Group
New York
$234K +$47.8K +1,399 +20%
OAM
214
Oppenheimer Asset Management
New York
$224K -$3.21K -94 -1%
MIM
215
MetLife Investment Management
New Jersey
$215K +$26.5K +774 +11%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$206K +$21.6K +632 +9%
KI
217
Kapitalo Investimentos
Brazil
$190K +$232K +6,800 New
C
218
Covestor
United Kingdom
$132K -$8.51K -249 -5%
TRCT
219
Tower Research Capital (TRC)
New York
$131K -$22.7K -663 -12%
SOW
220
State of Wyoming
Wyoming
$125K +$45.1K +1,318 +42%
Lazard Asset Management
221
Lazard Asset Management
New York
$115K +$79.6K +2,329 +130%
SAM
222
Shell Asset Management
Netherlands
$100K -$1.88K -55 -2%
UBS Group
223
UBS Group
Switzerland
$92.6K -$2.27M -66,407 -95%
AssetMark Inc
224
AssetMark Inc
California
$91.6K +$14.7K +430 +15%
KBC Group
225
KBC Group
Belgium
$70K -$132K -3,848 -60%

DV Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q3 2023, worth a combined $4.57B — down 28% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DV positions and 44 closed out — a net gain of 13 holders — while 119 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was Providence Equity Partners, cutting an estimated $427M.

  • 258 institutional investors held DoubleVerify (DV) as of Q3 2023, up from 246 in Q2 2023.
  • Funds reported $4.57B of DoubleVerify stock for Q3 2023, down 28% quarter-over-quarter.
  • 57 funds opened new DoubleVerify positions in Q3 2023 and 44 closed out, a net change of +13 holders.
  • The largest DoubleVerify buyer in Q3 2023 was BlackRock, an estimated $127M added.
  • The largest DoubleVerify seller in Q3 2023 was Providence Equity Partners, an estimated $427M sold.

Based on aggregated 13F filings for Q3 2023.