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Doximity

306 hedge funds and large institutions have $2.03B invested in Doximity in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 86 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 86

18% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $32M

6% less funds holding

Funds holding: 326306 (-20)

15.09% less ownership

Funds ownership: 90.74%75.65% (-15%)

28% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 61

46% less capital invested

Capital invested by funds: $3.75B → $2.03B (-$1.72B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
306
Holders Change
-20
Holders Change %
-6.13%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
44
Increased
127
Reduced
86
Closed
61
Calls
$37.7M
Puts
$32M
Net Calls
+$5.73M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$9.04K +$2.98K +109 +34%
C
252
Covestor
United Kingdom
$7K -$109 -4 -1%
BTI
253
Blue Trust Inc
Georgia
$7K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$6.62K +$1.15K +42 +16%
RAM
255
Riggs Asset Management
Pennsylvania
$6.37K
WTC
256
WhitTier Trust Company
Nevada
$6.36K
WTA
257
Washington Trust Advisors
Massachusetts
$5.78K +$382 +14 +5%
GEA
258
Glen Eagle Advisors
New Jersey
$5.73K
GWS
259
Glassman Wealth Services
Virginia
$5.43K +$6.71K +246 +2,460%
NA
260
NewEdge Advisors
Louisiana
$5.35K +$6.22K +228 +950%
SSB
261
Sandy Spring Bank
Maryland
$5.3K -$2.73K -100 -29%
Kayne Anderson Rudnick Investment Management
262
Kayne Anderson Rudnick Investment Management
California
$5.3K
LOIP
263
Live Oak Investment Partners
Texas
$5.3K
PWMG
264
Provence Wealth Management Group
California
$5.3K +$6.82K +250 New
JPWM
265
Jamison Private Wealth Management
Georgia
$5.18K +$6.66K +244 New
PS
266
PayPay Securities
Japan
$5.05K +$3.58K +131 +122%
TSWM
267
Tyler-Stone Wealth Management
Ohio
$5K
QL
268
Quarry LP
New York
$4.5K +$5.79K +212 New
PC
269
Pier Capital
Connecticut
$4.39K -$6.43M -235,594 -100%
CI Investments Inc
270
CI Investments Inc
Ontario, Canada
$4K +$819 +30 +20%
TC
271
Truvestments Capital
Florida
$3.5K
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.18K
IHWM
273
Iron Horse Wealth Management
Iowa
$3.01K +$3.88K +142 New
DWMG
274
DB Wealth Management Group
California
$2.99K
CWC
275
Carolinas Wealth Consulting
North Carolina
$2.8K