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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
SWM
276
Spire Wealth Management
Virginia
$3.24K
CT
277
Colonial Trust
South Carolina
$3.18K +$531 +16 +19%
CTC
278
Central Trust Company
Missouri
$2.75K
TWA
279
TCI Wealth Advisors
Arizona
$2.62K
CTA
280
Colonial Trust Advisors
South Carolina
$2.59K
GIA
281
GHP Investment Advisors
Colorado
$2.43K
EI
282
Ellevest Inc
New York
$2.01K +$663 +20 +48%
LC
283
Lindbrook Capital
California
$1.94K -$995 -30 -33%
BIA
284
Bell Investment Advisors
California
$1.68K -$630 -19 -27%
JMF
285
Johnson Midwest Financial
Iowa
$1.59K
AF
286
Allworth Financial
California
$1.49K
GRP
287
Global Retirement Partners
California
$1.08K
MTIC
288
Missouri Trust & Investment Company
Missouri
$1K
GCS
289
Gordian Capital (Singapore)
Singapore
$1K
Bessemer Group
290
Bessemer Group
New Jersey
$1K +$896 +27 New
IA
291
IFP Advisors
Florida
$848
CBT
292
Central Bank & Trust
Kentucky
$809 +$829 +25 New
SS
293
Sunbelt Securities
Texas
$779 +$829 +25 New
BAAM
294
Baker Avenue Asset Management
California
$583 -$199 -6 -25%
GWS
295
Glassman Wealth Services
Virginia
$324 -$8.29K -250 -96%
Commonwealth Equity Services
296
Commonwealth Equity Services
Massachusetts
$314 -$5.47K -165 -2%
BWL
297
Bogart Wealth LLC
Virginia
$291 +$299 +9 New
NC
298
NewSquare Capital
Pennsylvania
$194
EW
299
Evoke Wealth
California
-$23.4M -697,883 Closed
Adage Capital Partners
300
Adage Capital Partners
Massachusetts
-$13.4M -400,000 Closed