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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
NRG
301
Nemes Rush Group
Michigan
$3.15K
SAM
302
Smartleaf Asset Management
Massachusetts
$3.1K +$1.63K +57 +98%
Bessemer Group
303
Bessemer Group
New Jersey
$3K
PTC
304
Private Trust Company
Ohio
$2.91K +$342 +12 +13%
EBA
305
Eagle Bay Advisors
New York
$2.69K
MSFP
306
Mark Sheptoff Financial Planning
Connecticut
$2.69K
MAWCM
307
Mine & Arao Wealth Creation & Management
California
$2.69K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2.58K
GRP
309
Global Retirement Partners
California
$2.34K
BIA
310
Bell Investment Advisors
California
$2.18K
GIA
311
GHP Investment Advisors
Colorado
$2.02K
HFS
312
Hantz Financial Services
Michigan
$2K -$217K -7,614 -99%
PS
313
PayPay Securities
Japan
$1.96K +$29 +1 +1%
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$1.88K
EWA
315
EverSource Wealth Advisors
Alabama
$1.8K +$684 +24 +48%
S
316
Sachetta
Massachusetts
$1.43K
CSC
317
Caldwell Sutter Capital
California
$1.35K -$1.43K -50 -50%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.35K
CPG
319
Cornerstone Planning Group
New Jersey
$1.11K -$2.25K -79 -63%
VNA
320
Valley National Advisers
Pennsylvania
$1K
AW
321
Avion Wealth
Texas
$1K +$513 +18 New
UB
322
UMB Bank
Missouri
$915 +$969 +34 New
MTIC
323
Missouri Trust & Investment Company
Missouri
$834
AssetMark Inc
324
AssetMark Inc
California
$673 +$713 +25 New
BMC
325
Bear Mountain Capital
Washington
$630