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141 hedge funds and large institutions have $324M invested in DocGo in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,430% more call options, than puts

Call options by funds: $3.77M | Put options by funds: $149K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $310M → $324M (+$14.4M)

0.15% less ownership

Funds ownership: 56.01%55.86% (-0.15%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 143141 (-2)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
44
Reduced
52
Closed
22
Calls
$3.77M
Puts
$149K
Net Calls
+$3.62M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.4M +$1.79M +311,514 +5%
HRCM
2
Hood River Capital Management
Florida
$34.1M -$996K -173,528 -3%
DM
3
Deerfield Management
New York
$29.7M +$3.19M +556,139 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.9M +$759K +132,263 +3%
WCM Investment Management
5
WCM Investment Management
California
$14.5M +$2M +347,984 +16%
EA
6
Emerald Advisers
Pennsylvania
$13.2M -$252K -43,880 -2%
PAIM
7
Punch & Associates Investment Management
Minnesota
$11.5M -$8.26K -1,439 -0.1%
State Street
8
State Street
Massachusetts
$11.3M +$234K +40,807 +2%
DMKJ
9
David M. Knott Jr
$10.8M
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.7M -$43.4K -7,566 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.2M +$566K +98,530 +6%
KCM
12
Kennedy Capital Management
Missouri
$10M -$460K -80,041 -4%
Millennium Management
13
Millennium Management
New York
$8.25M +$3.44M +599,884 +68%
MCM
14
Moore Capital Management
New York
$8.19M
GIM
15
Granahan Investment Management
Massachusetts
$7.43M -$1.59M -277,423 -17%
PCM
16
Portolan Capital Management
Massachusetts
$7.42M -$3.88M -675,828 -34%
Northern Trust
17
Northern Trust
Illinois
$6.83M -$154K -26,770 -2%
SST
18
S Squared Technology
New York
$5.73M +$1.58M +275,000 +37%
PAWC
19
P.A.W. Capital
Connecticut
$5.03M +$1.72M +300,000 +50%
Charles Schwab
20
Charles Schwab
California
$3.73M +$122K +21,210 +3%
Morgan Stanley
21
Morgan Stanley
New York
$3.07M +$1.11M +193,599 +55%
N
22
Nuveen
North Carolina
$2.83M +$558K +97,189 +24%
1CM
23
1492 Capital Management
Wisconsin
$2.56M +$956K +166,488 +57%
Brown Advisory
24
Brown Advisory
Maryland
$2.39M -$34.5K -6,013 -1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$2M -$194K -33,838 -9%

DCGO Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DocGo (DCGO) for Q4 2023, worth a combined $324M — up 4.6% from $310M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DCGO and 21 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 44 added.

The largest buyer was Millennium Management, adding an estimated $3.44M. The largest seller was Summit Creek Advisors, exiting entirely with an estimated $3.99M sold.

  • 141 institutional investors held DocGo (DCGO) as of Q4 2023, down from 143 in Q3 2023.
  • Funds reported $324M of DocGo stock for Q4 2023, up 4.6% quarter-over-quarter.
  • 21 funds opened new DocGo positions in Q4 2023 and 22 closed out, a net change of -1 holder.
  • The largest DocGo buyer in Q4 2023 was Millennium Management, an estimated $3.44M added.
  • The largest DocGo seller in Q4 2023 was Summit Creek Advisors, an estimated $3.99M sold.

Based on aggregated 13F filings for Q4 2023.