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Doximity

320 hedge funds and large institutions have $2.9B invested in Doximity in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 83 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $35.9M

43% more capital invested

Capital invested by funds: $2.03B → $2.9B (+$867M)

35% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 52

11.88% more ownership

Funds ownership: 75.65%87.53% (+12%)

5% more funds holding

Funds holding: 306320 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 121

Holders
320
Holders Change
+14
Holders Change %
+4.58%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
70
Increased
83
Reduced
121
Closed
52
Calls
$62.7M
Puts
$35.9M
Net Calls
+$26.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Provence Wealth Management Group
California
$7.01K
SSB
277
Sandy Spring Bank
Maryland
$7.01K
TSWM
278
Tyler-Stone Wealth Management
Ohio
$7.01K
ODG
279
O'Dell Group
Ohio
$7.01K +$5.91K +250 New
LC
280
Lindbrook Capital
California
$6.25K +$4.32K +183 +458%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$6.14K +$3.78K +160 +271%
BTI
282
Blue Trust Inc
Georgia
$6K +$2.9K +123 +64%
SWS
283
SYSTM Wealth Solutions
Illinois
$5.75K +$4.84K +205 New
FFO
284
Fortitude Family Office
Arizona
$5.36K +$4.51K +191 New
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$5K +$142 +6 +3%
AF
286
Allworth Financial
California
$4.94K +$2.48K +105 +148%
TCWA
287
Turtle Creek Wealth Advisors
Texas
$4.35K +$3.66K +155 New
TC
288
Truvestments Capital
Florida
$4.09K -$449 -19 -12%
FFA
289
Farther Finance Advisors
California
$4.09K +$3.45K +146 New
IHWM
290
Iron Horse Wealth Management
Iowa
$3.98K
DWMG
291
DB Wealth Management Group
California
$3.95K
CPG
292
Cornerstone Planning Group
New Jersey
$3.5K +$1.87K +79 +172%
NRG
293
Nemes Rush Group
Michigan
$3.28K
SWM
294
Spire Wealth Management
Virginia
$3.05K -$142 -6 -6%
Bessemer Group
295
Bessemer Group
New Jersey
$3K +$2.55K +108 New
CSC
296
Caldwell Sutter Capital
California
$2.8K
EBA
297
Eagle Bay Advisors
New York
$2.8K
MSFP
298
Mark Sheptoff Financial Planning
Connecticut
$2.8K
MAWCM
299
Mine & Arao Wealth Creation & Management
California
$2.8K +$2.36K +100 New
PTC
300
Private Trust Company
Ohio
$2.69K