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144 hedge funds and large institutions have $508M invested in DocGo in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,598% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $43K

61% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $439M → $508M (+$68.3M)

2.83% more ownership

Funds ownership: 49.56%52.38% (+2.8%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 143144 (+1)

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
61
Reduced
38
Closed
16
Calls
$5.03M
Puts
$43K
Net Calls
+$4.99M
Net Calls Change
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.5M +$3.28M +373,332 +7%
HRCM
2
Hood River Capital Management
Florida
$53.8M +$1.5M +171,275 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$43.3M +$229K +26,078 +0.6%
DM
4
Deerfield Management
New York
$28.7M
PCM
5
Portolan Capital Management
Massachusetts
$25.8M +$6.23M +709,553 +35%
EA
6
Emerald Advisers
Pennsylvania
$21.2M +$3.93M +447,983 +25%
KCM
7
Kennedy Capital Management
Missouri
$20.6M +$5.97M +680,409 +45%
PAIM
8
Punch & Associates Investment Management
Minnesota
$18.5M -$89.3K -10,173 -0.5%
State Street
9
State Street
Massachusetts
$17.5M -$425K -48,445 -3%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.8M +$2.6M +295,722 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.4M +$379K +43,176 +3%
DMKJ
12
David M. Knott Jr
$13.1M
WCM Investment Management
13
WCM Investment Management
California
$11.8M +$2.04M +232,144 +23%
GIM
14
Granahan Investment Management
Massachusetts
$9.41M +$8.81M +1,003,980 New
Northern Trust
15
Northern Trust
Illinois
$9.31M -$207K -23,599 -2%
CC
16
Cannell Capital
Wyoming
$8.8M +$232K +26,386 +3%
SCA
17
Summit Creek Advisors
Minnesota
$6.32M +$783K +89,255 +15%
SST
18
S Squared Technology
New York
$5.94M +$3.65M +416,457 +192%
1CM
19
1492 Capital Management
Wisconsin
$5.93M -$4.24K -483 -0.1%
Charles Schwab
20
Charles Schwab
California
$5.67M -$34.5K -3,936 -0.6%
RHJA
21
Rice Hall James & Associates
California
$5.52M +$304K +34,661 +6%
Millennium Management
22
Millennium Management
New York
$5.03M -$483K -55,088 -9%
MCM
23
Moore Capital Management
New York
$4.68M
PAWC
24
P.A.W. Capital
Connecticut
$4.68M +$1.58M +180,000 +56%
P
25
Paradiem
Louisiana
$4.67M +$693K +78,909 +19%

DCGO Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DocGo (DCGO) for Q2 2023, worth a combined $508M — up 16% from $439M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DCGO positions and 16 closed out — a net gain of 1 holder — while 61 added to existing stakes and 38 trimmed.

The largest buyer was Granahan Investment Management, opening a new position worth an estimated $8.81M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4.23M sold.

  • 144 institutional investors held DocGo (DCGO) as of Q2 2023, up from 143 in Q1 2023.
  • Funds reported $508M of DocGo stock for Q2 2023, up 16% quarter-over-quarter.
  • 17 funds opened new DocGo positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest DocGo buyer in Q2 2023 was Granahan Investment Management, an estimated $8.81M added.
  • The largest DocGo seller in Q2 2023 was Bank of Montreal, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.