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143 hedge funds and large institutions have $310M invested in DocGo in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 38

68% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $2.85M

3.63% more ownership

Funds ownership: 52.38%56.01% (+3.6%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 144143 (-1)

39% less capital invested

Capital invested by funds: $508M → $310M (-$198M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
24
Increased
64
Reduced
38
Closed
24
Calls
$4.78M
Puts
$2.85M
Net Calls
+$1.93M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
HRCM
1
Hood River Capital Management
Florida
$33.5M +$4.39M +540,641 +9%
BlackRock
2
BlackRock
New York
$33M +$1.36M +167,108 +3%
DM
3
Deerfield Management
New York
$25.4M +$13.8M +1,705,000 +56%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.9M +$449K +55,246 +1%
EA
5
Emerald Advisers
Pennsylvania
$12.8M +$1.18M +145,163 +6%
WCM Investment Management
6
WCM Investment Management
California
$12M +$7.93M +976,656 +78%
PAIM
7
Punch & Associates Investment Management
Minnesota
$11M +$697K +85,860 +4%
PCM
8
Portolan Capital Management
Massachusetts
$10.7M -$6.06M -746,478 -27%
State Street
9
State Street
Massachusetts
$10.6M +$947K +116,619 +6%
DMKJ
10
David M. Knott Jr
$10.3M +$4.26M +525,000 +38%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.2M +$983K +121,106 +7%
KCM
12
Kennedy Capital Management
Missouri
$9.97M -$2.62M -322,688 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.2M +$639K +78,765 +5%
GIM
14
Granahan Investment Management
Massachusetts
$8.56M +$4.89M +602,671 +60%
MCM
15
Moore Capital Management
New York
$7.81M +$7.83M +965,000 +193%
Northern Trust
16
Northern Trust
Illinois
$6.66M +$2.07M +255,542 +26%
Millennium Management
17
Millennium Management
New York
$4.67M +$2.76M +339,770 +63%
SST
18
S Squared Technology
New York
$3.99M +$941K +115,875 +18%
SCA
19
Summit Creek Advisors
Minnesota
$3.99M +$601K +73,981 +11%
SAM
20
Sectoral Asset Management
Quebec, Canada
$3.47M +$5.29M +651,400 New
Charles Schwab
21
Charles Schwab
California
$3.45M +$336K +41,361 +7%
PAWC
22
P.A.W. Capital
Connecticut
$3.2M +$812K +100,000 +20%
P
23
Paradiem
Louisiana
$2.58M -$126K -15,580 -3%
Brown Advisory
24
Brown Advisory
Maryland
$2.31M +$154K +18,908 +5%
N
25
Nuveen
North Carolina
$2.18M +$648K +79,822 +24%

DCGO Hedge Fund Activity: Q3 2023 in Review

143 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DocGo (DCGO) for Q3 2023, worth a combined $310M — down 39% from $508M a quarter earlier.

Fund positioning in DCGO was balanced in Q3 2023: 24 funds opened new positions, 24 closed out, 64 added to existing stakes and 38 trimmed.

The largest buyer was Deerfield Management, adding an estimated $13.8M. The largest seller was Cannell Capital, exiting entirely with an estimated $8.8M sold.

  • 143 institutional investors held DocGo (DCGO) as of Q3 2023, down from 144 in Q2 2023.
  • Funds reported $310M of DocGo stock for Q3 2023, down 39% quarter-over-quarter.
  • 24 funds opened new DocGo positions in Q3 2023 and 24 closed out, a net change of 0 holders.
  • The largest DocGo buyer in Q3 2023 was Deerfield Management, an estimated $13.8M added.
  • The largest DocGo seller in Q3 2023 was Cannell Capital, an estimated $8.8M sold.

Based on aggregated 13F filings for Q3 2023.