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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
PEP
1
Providence Equity Partners
Rhode Island
$1.14B -$427M -12,500,000 -24%
BlackRock
2
BlackRock
New York
$576M +$127M +3,717,698 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$377M +$60.4M +1,768,064 +15%
Macquarie Group
4
Macquarie Group
Australia
$150M +$31.2M +912,218 +20%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$148M -$42.3M -1,238,684 -19%
Capital World Investors
6
Capital World Investors
California
$139M +$164K +4,810 +0.1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$107M +$37M +1,082,615 +39%
State Street
8
State Street
Massachusetts
$102M +$32M +936,433 +35%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$76.4M +$15.1M +441,278 +19%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$74.7M -$20.4M -597,716 -18%
Invesco
11
Invesco
Georgia
$74.1M +$13.9M +406,444 +18%
VBA
12
Van Berkom & Associates
Quebec, Canada
$73.9M +$23.3M +681,396 +35%
ZCI
13
Zevenbergen Capital Investments
Washington
$58.9M +$853K +24,965 +1%
Principal Financial Group
14
Principal Financial Group
Iowa
$54.4M -$11.8M -344,838 -15%
EAM
15
Eventide Asset Management
Massachusetts
$53.7M +$1.22M +35,691 +2%
CC
16
Chicago Capital
Illinois
$52.6M -$161K -4,701 -0.2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$51.5M +$14.8M +433,139 +31%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$50.1M +$14.5M +423,650 +31%
GCM
19
Geneva Capital Management
Wisconsin
$43.8M +$45.1M +1,319,242 +532%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$42.8M +$4.78M +139,943 +10%
Ameriprise
21
Ameriprise
Minnesota
$42.3M +$21.1M +617,936 +69%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$42M +$51.3M +1,501,100 New
Artisan Partners
23
Artisan Partners
Wisconsin
$41.5M -$24.3M -712,095 -32%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$40.6M +$22.6M +662,312 +84%
RP
25
Riverbridge Partners
Minnesota
$38.5M -$1.16M -33,869 -2%

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.