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DoubleVerify

130 hedge funds and large institutions have $4.6B invested in DoubleVerify in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

145% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 20

57% more funds holding

Funds holding: 83130 (+47)

6% more capital invested

Capital invested by funds: $4.34B → $4.6B (+$259M)

5.59% more ownership

Funds ownership: 81.62%87.2% (+5.6%)

22% less call options, than puts

Call options by funds: $2.03M | Put options by funds: $2.59M

Holders
130
Holders Change
+47
Holders Change %
+56.63%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
57
Increased
49
Reduced
20
Closed
9
Calls
$2.03M
Puts
$2.59M
Net Calls
-$558K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
PEP
1
Providence Equity Partners
Rhode Island
$2.75B -$303M -9,080,000 -10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$355M +$60.4M +1,811,261 +20%
Tiger Global Management
3
Tiger Global Management
New York
$286M -$175M -5,250,960 -38%
BlackRock
4
BlackRock
New York
$139M +$77.5M +2,324,457 +126%
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M +$131M +3,930,675 +7,501%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$127M +$75.8M +2,273,674 +147%
Capital World Investors
7
Capital World Investors
California
$91.9M +$92.1M +2,760,000 New
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$60M +$4.04M +121,213 +7%
SHCM
9
Shelter Haven Capital Management
New Jersey
$58.2M +$58.3M +1,748,988 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$50.4M +$5.2M +155,811 +11%
Citadel Advisors
11
Citadel Advisors
Florida
$43.5M +$43.6M +1,306,883 New
VBA
12
Van Berkom & Associates
Quebec, Canada
$43.2M +$43.3M +1,299,219 New
KCM
13
Kornitzer Capital Management
Kansas
$40.4M +$16.9M +505,865 +71%
CC
14
Chicago Capital
Illinois
$30.3M +$11.1M +331,605 +57%
Artisan Partners
15
Artisan Partners
Wisconsin
$28M +$28M +840,513 New
AI
16
Aperture Investors
New York
$26.7M +$6.66M +199,738 +33%
ACM
17
Ashford Capital Management
Delaware
$21.6M -$1.05M -31,480 -5%
ZCI
18
Zevenbergen Capital Investments
Washington
$21.3M +$20.1M +603,485 +1,705%
RIM
19
Ranger Investment Management
Texas
$21.1M +$5.19M +155,601 +33%
Goldman Sachs
20
Goldman Sachs
New York
$18.5M +$18.5M +554,516 New
JCM
21
Junto Capital Management
New York
$18.4M +$18.5M +553,180 New
SCA
22
Southpoint Capital Advisors
New York
$16.6M +$16.7M +500,000 New
State Street
23
State Street
Massachusetts
$15.9M +$11.5M +345,676 +262%
SSA
24
Schonfeld Strategic Advisors
New York
$15.8M +$15.8M +473,949 New
Principal Financial Group
25
Principal Financial Group
Iowa
$11.2M -$95.7K -2,868 -0.8%

DV Hedge Fund Activity: Q4 2021 in Review

130 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q4 2021, worth a combined $4.6B — up 6% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DV positions and 9 closed out — a net gain of 48 holders — while 49 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $131M. The largest seller was Providence Equity Partners, cutting an estimated $303M.

  • 130 institutional investors held DoubleVerify (DV) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $4.6B of DoubleVerify stock for Q4 2021, up 6% quarter-over-quarter.
  • 57 funds opened new DoubleVerify positions in Q4 2021 and 9 closed out, a net change of +48 holders.
  • The largest DoubleVerify buyer in Q4 2021 was Vanguard Group, an estimated $131M added.
  • The largest DoubleVerify seller in Q4 2021 was Providence Equity Partners, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2021.