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Doximity

298 hedge funds and large institutions have $3.42B invested in Doximity in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 80 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 80

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

3% less capital invested

Capital invested by funds: $3.52B → $3.42B (-$102M)

2% less funds holding

Funds holding: 304298 (-6)

6.49% less ownership

Funds ownership: 95.12%88.64% (-6.5%)

10% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $44.5M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
298
Holders Change
-6
Holders Change %
-1.97%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
49
Increased
110
Reduced
80
Closed
46
Calls
$39.9M
Puts
$44.5M
Net Calls
-$4.57M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
251
WhitTier Trust Company
Nevada
$9.71K +$1.59K +48 +19%
GEA
252
Glen Eagle Advisors
New Jersey
$8.74K
PFBT
253
Parkside Financial Bank & Trust
Missouri
$8.74K
FHA
254
First Horizon Advisors
Tennessee
$8.19K
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$8.1K
LOIP
256
Live Oak Investment Partners
Texas
$8.1K
TFGT
257
TS Financial Group (TSFG)
Illinois
$8K
BTI
258
Blue Trust Inc
Georgia
$6K -$829 -25 -11%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$6K
EWA
260
EverSource Wealth Advisors
Alabama
$5.6K +$5.74K +173 New
TC
261
Truvestments Capital
Florida
$5.34K -$10.6K -319 -66%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.86K
DWMG
263
DB Wealth Management Group
California
$4.57K
BCWM
264
Bartlett & Co Wealth Management
Ohio
$4.47K
CWC
265
Carolinas Wealth Consulting
North Carolina
$4.44K +$4.54K +137 New
AIM
266
Arcadia Investment Management
Michigan
$4.05K
BC
267
Bartlett & Co
Ohio
$4K
PS
268
PayPay Securities
Japan
$3.85K -$464 -14 -11%
TPCW
269
TD Private Client Wealth
New York
$3.85K +$2.16K +65 +120%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$3.56K +$3.19K +96 +686%
VWM
271
Venturi Wealth Management
Texas
$3.56K +$3.65K +110 New
QCG
272
Quadrant Capital Group
Ohio
$3.34K
EBA
273
Eagle Bay Advisors
New York
$3.24K
MSFP
274
Mark Sheptoff Financial Planning
Connecticut
$3.24K
RA
275
Rise Advisors
New York
$3.24K