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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.

New
Increased
Maintained
Reduced
Closed
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 %
AGWCA
201
Annis Gardner Whiting Capital Advisors
Florida
$390K +$46.3K +1,260 +13%
QCM
202
Qsemble Capital Management
New York
$384K -$1.26M -34,264 -77%
MIIM
203
Mesirow Institutional Investment Management
Illinois
$375K +$375K +10,184 New
VPIM
204
Vanguard Personalized Indexing Management
California
$370K +$370K +10,073 New
FA
205
FDx Advisors
Illinois
$369K +$369K +10,034 New
Corient Private Wealth
206
Corient Private Wealth
Florida
$358K +$20.4K +555 +6%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$356K – – –
SOW
208
State of Wyoming
Wyoming
$340K +$176K +4,797 +108%
SG Americas Securities
209
SG Americas Securities
New York
$336K -$10.9K -296 -3%
BP
210
BBR Partners
New York
$328K – – –
YMRC
211
Yorktown Management & Research Company
Virginia
$327K +$327K +8,900 New
AIG
212
American International Group
New York
$326K +$17.8K +483 +6%
CWM
213
Connecticut Wealth Management
Connecticut
$315K +$883 +24 +0.3%
MIM
214
MetLife Investment Management
New Jersey
$307K +$24.1K +655 +9%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$295K -$95.5K -2,598 -24%
OIA
216
OneDigital Investment Advisors
Kansas
$289K +$289K +7,867 New
KAS
217
Kestra Advisory Services
Texas
$286K +$286K +7,766 New
URS
218
Utah Retirement Systems
Utah
$280K +$280K +7,600 New
JF
219
Jump Financial
Illinois
$272K -$5.2M -141,314 -95%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$270K -$478 -13 -0.2%
Mariner
221
Mariner
Kansas
$266K +$266K +7,234 New
WPC
222
Wedmont Private Capital
Pennsylvania
$241K +$241K +6,836 New
SCM
223
Shelton Capital Management
Colorado
$239K +$239K +6,491 New
GS
224
GTS Securities
New York
$237K +$237K +6,439 New
Marshall Wace
225
Marshall Wace
United Kingdom
$232K +$232K +6,300 New
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