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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
NRG
276
Nemes Rush Group
Michigan
$2.48K -$59.7K -2,186 -95%
SWM
277
Spire Wealth Management
Virginia
$2.25K
CSC
278
Caldwell Sutter Capital
California
$2.12K
EBA
279
Eagle Bay Advisors
New York
$2.12K
MSFP
280
Mark Sheptoff Financial Planning
Connecticut
$2.12K
MCA
281
Maryland Capital Advisors
Maryland
$2.12K
PTC
282
Private Trust Company
Ohio
$2.04K
CG
283
Cutler Group
California
$2K -$16.1K -589 -82%
IA
284
IFP Advisors
Florida
$1.95K -$218 -8 -8%
Nisa Investment Advisors
285
Nisa Investment Advisors
Missouri
$1.91K -$2.46K -90 -50%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$1.74K +$2.24K +82 New
CTA
287
Colonial Trust Advisors
South Carolina
$1.7K
GIA
288
GHP Investment Advisors
Colorado
$1.62K
QCG
289
Quadrant Capital Group
Ohio
$1.53K -$1.17K -43 -37%
AF
290
Allworth Financial
California
$1.51K +$682 +25 +54%
GRP
291
Global Retirement Partners
California
$1.38K +$928 +34 +110%
Jones Financial Companies
292
Jones Financial Companies
Missouri
$1.25K +$1.61K +59 New
EWA
293
EverSource Wealth Advisors
Alabama
$1.06K -$3.36K -123 -71%
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$1.06K
RA
295
Rise Advisors
New York
$1.06K
JMF
296
Johnson Midwest Financial
Iowa
$1.04K
VNA
297
Valley National Advisers
Pennsylvania
$1K +$682 +25 New
CPG
298
Cornerstone Planning Group
New Jersey
$976
LC
299
Lindbrook Capital
California
$849 -$792 -29 -42%
BAAM
300
Baker Avenue Asset Management
California
$700 +$409 +15 +83%