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Doximity

335 hedge funds and large institutions have $2.7B invested in Doximity in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 111 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

5% more funds holding

Funds holding: 320335 (+15)

8% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $41.3M

5% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 106

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.39% less ownership

Funds ownership: 87.53%82.14% (-5.4%)

7% less capital invested

Capital invested by funds: $2.9B → $2.7B (-$198M)

Holders
335
Holders Change
+15
Holders Change %
+4.69%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
111
Reduced
106
Closed
44
Calls
$44.7M
Puts
$41.3M
Net Calls
+$3.38M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
276
Principal Securities
Iowa
$11.4K -$4.76K -167 -28%
SWM
277
Spire Wealth Management
Virginia
$9.42K +$7.13K +250 +250%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$8.85K
RAM
279
Riggs Asset Management
Pennsylvania
$8.07K
WTC
280
WhitTier Trust Company
Nevada
$8.07K
C
281
Covestor
United Kingdom
$8K -$29 -1 -0.3%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$7.64K +$1.85K +65 +30%
GEA
283
Glen Eagle Advisors
New Jersey
$7.27K
CA
284
Continuum Advisory
Idaho
$6.77K +$8.12K +285 New
SSB
285
Sandy Spring Bank
Maryland
$6.73K
TSWM
286
Tyler-Stone Wealth Management
Ohio
$6.73K
WTA
287
Washington Trust Advisors
Massachusetts
$6.42K -$3.96K -139 -37%
CA
288
Clearstead Advisors
Ohio
$6.14K
SWS
289
SYSTM Wealth Solutions
Illinois
$6.14K +$656 +23 +11%
LC
290
Lindbrook Capital
California
$6K
CI Investments Inc
291
CI Investments Inc
Ontario, Canada
$6K +$1.2K +42 +22%
HI
292
Harbour Investments
Wisconsin
$5.38K -$2.85K -100 -33%
BTI
293
Blue Trust Inc
Georgia
$5.17K -$3.51K -123 -39%
FFO
294
Fortitude Family Office
Arizona
$5.14K
AF
295
Allworth Financial
California
$4.44K -$314 -11 -6%
TC
296
Truvestments Capital
Florida
$3.93K
FFA
297
Farther Finance Advisors
California
$3.86K
IHWM
298
Iron Horse Wealth Management
Iowa
$3.82K
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$3.63K -$23.3K -818 -86%
CTA
300
Colonial Trust Advisors
South Carolina
$3.39K +$1.31K +46 +58%