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DoubleVerify

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

219% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 47

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

37% more capital invested

Capital invested by funds: $4.57B → $6.25B (+$1.68B)

9% more funds holding

Funds holding: 258281 (+23)

2.27% more ownership

Funds ownership: 97.68%99.95% (+2.3%)

24% less call options, than puts

Call options by funds: $60.3M | Put options by funds: $79.4M

Holders
281
Holders Change
+23
Holders Change %
+8.91%
% of All Funds
4.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PEP
1
Providence Equity Partners
Rhode Island
$967M -$448M -14,375,000 -35%
BlackRock
2
BlackRock
New York
$806M +$40.7M +1,305,646 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$570M +$62.9M +2,017,687 +15%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$214M +$16.2M +521,204 +10%
Capital World Investors
5
Capital World Investors
California
$194M +$9.38M +301,011 +6%
Macquarie Group
6
Macquarie Group
Australia
$173M -$21.3M -683,133 -13%
State Street
7
State Street
Massachusetts
$157M +$19.7M +631,816 +17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$135M -$4.62M -148,299 -4%
Invesco
9
Invesco
Georgia
$132M +$29.6M +948,947 +36%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$99.1M +$752K +24,126 +0.9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$98.8M -$1.51M -48,299 -2%
RP
12
Riverbridge Partners
Minnesota
$94.2M +$36.9M +1,183,100 +86%
VBA
13
Van Berkom & Associates
Quebec, Canada
$87.5M -$8.26M -265,104 -10%
BCM
14
Brown Capital Management
Maryland
$82.3M +$39.1M +1,256,195 +128%
ZCI
15
Zevenbergen Capital Investments
Washington
$79.9M +$1.98M +63,549 +3%
Principal Financial Group
16
Principal Financial Group
Iowa
$78.4M +$5.78M +185,458 +10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$76.8M +$9.22M +295,934 +17%
EAM
18
Eventide Asset Management
Massachusetts
$70.6M +$343 +11 +0%
GCM
19
Geneva Capital Management
Wisconsin
$69.7M +$10.2M +328,431 +21%
CC
20
Chicago Capital
Illinois
$68.2M -$881K -28,273 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$67.8M +$48.6K +1,560 +0.1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$62.7M +$7.87M +252,425 +17%
Norges Bank
23
Norges Bank
Norway
$58.5M +$14.3M +457,928 +40%
Ameriprise
24
Ameriprise
Minnesota
$58.2M +$2.13M +68,371 +5%
American Century Companies
25
American Century Companies
Missouri
$57M +$15.3M +491,714 +47%

DV Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q4 2023, worth a combined $6.25B — up 37% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DV positions and 40 closed out — a net gain of 26 holders — while 150 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.9M. The largest seller was Providence Equity Partners, cutting an estimated $448M.

  • 281 institutional investors held DoubleVerify (DV) as of Q4 2023, up from 258 in Q3 2023.
  • Funds reported $6.25B of DoubleVerify stock for Q4 2023, up 37% quarter-over-quarter.
  • 66 funds opened new DoubleVerify positions in Q4 2023 and 40 closed out, a net change of +26 holders.
  • The largest DoubleVerify buyer in Q4 2023 was Vanguard Group, an estimated $62.9M added.
  • The largest DoubleVerify seller in Q4 2023 was Providence Equity Partners, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2023.