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DoubleVerify
DV

Overview Fund Activity

320 hedge funds and large institutions have $6.26B invested in DoubleVerify in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 131 increasing their positions, 89 reducing their positions, and 39 closing their positions.

Holders
320
Holders Change
+39
Holders Change %
+13.88%
% 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
78
Increased
131
Reduced
89
Closed
39
Calls
$49.9M
Puts
$68.3M
Net Calls
-$18.3M
Net Calls Change
+$811K

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$141M
2
JCAM
2
Jericho Capital Asset Management
New York
$53.6M
3
CCPM
3
Cooper Creek Partners Management
New York
$51.6M
4
Capital International Investors
4
Capital International Investors
California
$59.1M
5
GCM
5
Geneva Capital Management
Wisconsin
$96.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$73.6M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Millennium Management
4
Millennium Management
New York
$15.6M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$619K 17,615 +17,615 New
PI
202
PEAK6 Investments
Illinois
$616K 17,507 +17,507 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$593K 16,863 -4,568 -21%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$584K 16,620 +601 +4%
JWS
205
Juncture Wealth Strategies
Arizona
$545K 15,496 +15,496 New
Osaic Holdings
206
Osaic Holdings
Arizona
$507K 14,428 -5,040 -26%
State Board of Administration of Florida Retirement System
207
State Board of Administration of Florida Retirement System
Florida
$477K 15,823 -20,363 -56%
CFGS
208
Concourse Financial Group Securities
Alabama
$474K 13,476 +1,801 +15%
BTWM
209
Baker Tilly Wealth Management
Wisconsin
$473K 13,458 +13,458 New
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$466K 13,263 +13,263 New
PWG
211
Portside Wealth Group
Utah
$463K 13,155 +13,155 New
KAS
212
Kestra Advisory Services
Texas
$436K 12,395 +4,629 +60%
BCI
213
Brinker Capital Investments
Pennsylvania
$428K 12,187 +12,187 New
OPS
214
Orion Portfolio Solutions
Nebraska
$428K 12,187 +12,187 New
AQR Capital Management
215
AQR Capital Management
Connecticut
$410K 12,115 +6,109 +102%
MOS
216
MGO One Seven
Ohio
$405K 11,509 +11,509 New
YC
217
Yarbrough Capital
Tennessee
$401K 11,395 – –
YDMI
218
Y.D. More Investments
Israel
$393K 11,176 +11,176 New
CGH
219
Crossmark Global Holdings
Texas
$391K 11,105 +237 +2%
TAM
220
Townsend Asset Management
North Carolina
$391K 11,110 +11,110 New
WCM
221
Washington Capital Management
Washington
$380K 10,800 +10,800 New
CB
222
Commerce Bank
Missouri
$379K 10,778 -84 -0.8%
VPIM
223
Vanguard Personalized Indexing Management
California
$379K 10,769 +696 +7%
PFM
224
Premier Fund Managers
United Kingdom
$377K 11,453 -1,876 -14%
SPS
225
Susquehanna Portfolio Strategies
Pennsylvania
$376K 10,700 – –
7 8
9
10 11