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Doximity

271 hedge funds and large institutions have $3.08B invested in Doximity in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 55 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 55

84% more call options, than puts

Call options by funds: $65.9M | Put options by funds: $35.9M

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 247271 (+24)

5.5% more ownership

Funds ownership: 86.85%92.35% (+5.5%)

7% less capital invested

Capital invested by funds: $3.33B → $3.08B (-$246M)

Holders
271
Holders Change
+24
Holders Change %
+9.72%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
59
Increased
110
Reduced
55
Closed
35
Calls
$65.9M
Puts
$35.9M
Net Calls
+$30.1M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
226
Leonteq Securities AG
Switzerland
$7.34K
EIP
227
Ellis Investment Partners
Pennsylvania
$7K
BTI
228
Blue Trust Inc
Georgia
$7K +$623 +17 +9%
WFA
229
Wipfli Financial Advisors
Wisconsin
$7K +$7.99K +218 New
FF
230
FourThought Financial
Florida
$6K +$5.31K +145 +330%
WWMSC
231
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$7.33K +200 New
FHA
232
First Horizon Advisors
Tennessee
$5K -$3.55K -97 -41%
AIM
233
Arcadia Investment Management
Michigan
$5K
BFEC
234
Benjamin F. Edwards & Company
Missouri
$5K
IA
235
IFP Advisors
Florida
$5K
C
236
Covestor
United Kingdom
$5K +$6.12K +167 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.53K
BCWM
238
Bartlett & Co Wealth Management
Ohio
$4.17K
BC
239
Bartlett & Co
Ohio
$4K
MS
240
Mizuho Securities
Japan
$4K +$37 +1 +0.8%
CWC
241
Carolinas Wealth Consulting
North Carolina
$4K +$1.14K +31 +26%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$4K +$6.6K +180 New
AWM
243
Accel Wealth Management
Iowa
$3K
MSFP
244
Mark Sheptoff Financial Planning
Connecticut
$3K
RA
245
Rise Advisors
New York
$3K
SWM
246
Selective Wealth Management
Virginia
$3K
SWM
247
Spire Wealth Management
Virginia
$3K
MAM
248
Meeder Asset Management
Ohio
$3K +$3.33K +91 +1,138%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$3K +$4.03K +110 New
AF
250
Allworth Financial
California
$2K +$2.56K +70 New