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Doximity

326 hedge funds and large institutions have $3.75B invested in Doximity in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

48% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 81

33% more call options, than puts

Call options by funds: $74M | Put options by funds: $55.6M

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$334M)

9% more funds holding

Funds holding: 298326 (+28)

2.1% more ownership

Funds ownership: 88.64%90.74% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
326
Holders Change
+28
Holders Change %
+9.4%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
120
Reduced
81
Closed
39
Calls
$74M
Puts
$55.6M
Net Calls
+$18.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
251
State of Tennessee, Department of Treasury
Tennessee
$134K +$131K +3,932 New
CM
252
Caption Management
Oklahoma
$112K +$110K +3,300 New
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$108K +$6.79K +204 +7%
US Bancorp
254
US Bancorp
Minnesota
$98.6K -$12.3K -368 -11%
CFD
255
Creative Financial Designs
Indiana
$94.2K -$2K -60 -2%
HIIFS
256
Harel Insurance Investments & Financial Services
Israel
$86K +$7.92K +238 +10%
NRG
257
Nemes Rush Group
Michigan
$78.3K +$76.7K +2,303 New
PP
258
PFS Partners
New Jersey
$68K +$66.6K +2,000 New
VanEck Associates
259
VanEck Associates
New York
$67K +$65.6K +1,971 New
SAM
260
Shell Asset Management
Netherlands
$65K -$400 -12 -0.6%
UB
261
UMB Bank
Missouri
$56.5K
AssetMark Inc
262
AssetMark Inc
California
$47.3K +$11.9K +357 +35%
S
263
SignatureFD
Georgia
$37.5K +$366 +11 +1%
SPIA
264
Steward Partners Investment Advisory
New York
$28.3K
HNB
265
Huntington National Bank
Ohio
$27.9K -$20.9K -627 -43%
GWM
266
Geneos Wealth Management
Colorado
$27.2K +$26.6K +800 New
CG
267
Cutler Group
California
$24K -$25.7K -771 -52%
YAL
268
Your Advocates Ltd
Texas
$20.7K
IFAM
269
Institutional & Family Asset Management
Colorado
$20.2K +$266 +8 +1%
HI
270
Harbour Investments
Wisconsin
$17K
LFG
271
Larson Financial Group
Missouri
$17K
WIM
272
Westside Investment Management
California
$13.6K
SSB
273
Sandy Spring Bank
Maryland
$11.9K
C
274
Covestor
United Kingdom
$11K -$67 -2 -0.6%
PA
275
Parallel Advisors
California
$10.8K -$6.18M -185,466 -100%