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Doximity

304 hedge funds and large institutions have $3.52B invested in Doximity in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

49% more call options, than puts

Call options by funds: $53.7M | Put options by funds: $36M

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

14% more capital invested

Capital invested by funds: $3.08B → $3.52B (+$436M)

12% more funds holding

Funds holding: 271304 (+33)

2.77% more ownership

Funds ownership: 92.35%95.12% (+2.8%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
304
Holders Change
+33
Holders Change %
+12.18%
% of All Funds
4.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
86
Increased
97
Reduced
84
Closed
47
Calls
$53.7M
Puts
$36M
Net Calls
+$17.7M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$3K
CT
277
Colonial Trust
South Carolina
$2.91K +$2.63K +86 New
CTC
278
Central Trust Company
Missouri
$2.85K +$2.6K +85 New
TWA
279
TCI Wealth Advisors
Arizona
$2.72K +$1.25K +41 +103%
CTA
280
Colonial Trust Advisors
South Carolina
$2.69K +$2.44K +80 New
GIA
281
GHP Investment Advisors
Colorado
$2.52K
BIA
282
Bell Investment Advisors
California
$2.38K +$1.71K +56 +373%
CS
283
Comerica Securities
Michigan
$2.32K +$2.11K +69 New
JMF
284
Johnson Midwest Financial
Iowa
$2K +$1.5K +49 New
TPCW
285
TD Private Client Wealth
New York
$1.81K
AF
286
Allworth Financial
California
$1.54K -$733 -24 -34%
EI
287
Ellevest Inc
New York
$1.41K +$489 +16 +62%
GRP
288
Global Retirement Partners
California
$1.04K +$61 +2 +7%
IA
289
IFP Advisors
Florida
$1K -$1.04K -34 -68%
GCS
290
Gordian Capital (Singapore)
Singapore
$1K
MTIC
291
Missouri Trust & Investment Company
Missouri
$1K
JSAM
292
J. Safra Asset Management
New York
$1K +$1.74K +57 New
BAAM
293
Baker Avenue Asset Management
California
$805 +$733 +24 New
CA
294
Corrado Advisors
New Jersey
$671 +$611 +20 New
CPG
295
Cornerstone Planning Group
New Jersey
$665 +$641 +21 New
PAG
296
Private Advisor Group
New Jersey
$609 +$1.13K +37 +0.2%
GJIA
297
Glass Jacobson Investment Advisors
Maryland
$537 +$489 +16 New
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$470 -$2.93K -96 -87%
CPFP
299
Clear Perspectives Financial Planning
Ohio
$403 +$366 +12 New
BCH
300
Berkshire Capital Holdings
California
$336