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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$619K +$655K +17,615 New
PI
202
PEAK6 Investments
Illinois
$616K +$651K +17,507 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$593K -$170K -4,568 -21%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$584K +$22.4K +601 +4%
JWS
205
Juncture Wealth Strategies
Arizona
$545K +$577K +15,496 New
Osaic Holdings
206
Osaic Holdings
Arizona
$507K -$188K -5,040 -26%
DB
207
Danske Bank
Denmark
$499K +$528K +14,200 New
State Board of Administration of Florida Retirement System
208
State Board of Administration of Florida Retirement System
Florida
$477K -$758K -20,363 -56%
CFGS
209
Concourse Financial Group Securities
Alabama
$474K +$67K +1,801 +15%
BTWM
210
Baker Tilly Wealth Management
Wisconsin
$473K +$501K +13,458 New
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$466K +$493K +13,263 New
PWG
212
Portside Wealth Group
Utah
$463K +$489K +13,155 New
KAS
213
Kestra Advisory Services
Texas
$436K +$172K +4,629 +60%
BCI
214
Brinker Capital Investments
Pennsylvania
$428K +$453K +12,187 New
OPS
215
Orion Portfolio Solutions
Nebraska
$428K +$453K +12,187 New
AQR Capital Management
216
AQR Capital Management
Connecticut
$410K +$227K +6,109 +102%
MOS
217
MGO One Seven
Ohio
$405K +$428K +11,509 New
YC
218
Yarbrough Capital
Tennessee
$401K
YDMI
219
Y.D. More Investments
Israel
$393K +$416K +11,176 New
CGH
220
Crossmark Global Holdings
Texas
$391K +$8.82K +237 +2%
TAM
221
Townsend Asset Management
North Carolina
$391K +$413K +11,110 New
WCM
222
Washington Capital Management
Washington
$380K +$402K +10,800 New
CB
223
Commerce Bank
Missouri
$379K -$3.13K -84 -0.8%
VPIM
224
Vanguard Personalized Indexing Management
California
$379K +$25.9K +696 +7%
PFM
225
Premier Fund Managers
United Kingdom
$377K -$69.8K -1,876 -14%