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Doximity

326 hedge funds and large institutions have $3.75B invested in Doximity in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

48% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 81

33% more call options, than puts

Call options by funds: $74M | Put options by funds: $55.6M

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$334M)

9% more funds holding

Funds holding: 298326 (+28)

2.1% more ownership

Funds ownership: 88.64%90.74% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
326
Holders Change
+28
Holders Change %
+9.4%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
67
Increased
120
Reduced
81
Closed
39
Calls
$74M
Puts
$55.6M
Net Calls
+$18.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$3.4K
IA
302
IFP Advisors
Florida
$3.4K +$2.8K +84 +525%
CSC
303
Caldwell Sutter Capital
California
$3.4K +$3.33K +100 New
MCA
304
Maryland Capital Advisors
Maryland
$3.4K +$3.33K +100 New
PTC
305
Private Trust Company
Ohio
$3.27K +$3.2K +96 New
CTC
306
Central Trust Company
Missouri
$2.89K
CTA
307
Colonial Trust Advisors
South Carolina
$2.72K
SCA
308
Stonebridge Capital Advisors
Minnesota
$2.62K +$2.56K +77 New
BIA
309
Bell Investment Advisors
California
$2.48K +$699 +21 +40%
LC
310
Lindbrook Capital
California
$2.35K +$300 +9 +15%
GIA
311
GHP Investment Advisors
Colorado
$1.79K
RA
312
Rise Advisors
New York
$1.7K -$1.67K -50 -50%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.7K +$1.67K +50 New
JMF
314
Johnson Midwest Financial
Iowa
$1.67K
AF
315
Allworth Financial
California
$1.56K
CPG
316
Cornerstone Planning Group
New Jersey
$1.56K +$1.53K +46 New
GRP
317
Global Retirement Partners
California
$1.05K
MTIC
318
Missouri Trust & Investment Company
Missouri
$1.05K
SS
319
Sunbelt Securities
Texas
$850
NA
320
NewEdge Advisors
Louisiana
$816 +$799 +24 New
GJIA
321
Glass Jacobson Investment Advisors
Maryland
$749 +$733 +22 New
BAAM
322
Baker Avenue Asset Management
California
$612
GCS
323
Gordian Capital (Singapore)
Singapore
$544
GWS
324
Glassman Wealth Services
Virginia
$340
BWL
325
Bogart Wealth LLC
Virginia
$306