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Doximity

327 hedge funds and large institutions have $3.17B invested in Doximity in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 101 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $49.9M | Put options by funds: $32.5M

23% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 101

17% more capital invested

Capital invested by funds: $2.7B → $3.17B (+$472M)

10.1% more ownership

Funds ownership: 82.14%92.24% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 56

2% less funds holding

Funds holding: 335327 (-8)

Holders
327
Holders Change
-8
Holders Change %
-2.39%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
124
Reduced
101
Closed
56
Calls
$49.9M
Puts
$32.5M
Net Calls
+$17.4M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$2.32K +$1.29K +49 +144%
GIA
302
GHP Investment Advisors
Colorado
$2.1K
QCG
303
Quadrant Capital Group
Ohio
$1.82K +$1.24K +47 +261%
CA
304
Clearstead Advisors
Ohio
$1.76K -$5.38K -204 -76%
S
305
Sachetta
Massachusetts
$1.46K
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$1.4K
RWMG
307
Redwood Wealth Management Group
New Jersey
$1.4K +$1.32K +50 New
MG
308
Mather Group
Illinois
$1.26K +$1.03K +39 +488%
CPG
309
Cornerstone Planning Group
New Jersey
$1.2K
NMM
310
Naples Money Management
Florida
$1.13K +$475 +18 +78%
VNA
311
Valley National Advisers
Pennsylvania
$1K
FC
312
Fairscale Capital
New Hampshire
$910 +$818 +31 New
MTIC
313
Missouri Trust & Investment Company
Missouri
$867
TSMHT
314
Thurston Springer Miller Herd & Titak
Indiana
$783 +$739 +28 New
MCM
315
MV Capital Management
Maryland
$728 +$607 +23 +767%
BIA
316
Bell Investment Advisors
California
$700 -$1.48K -56 -69%
AssetMark Inc
317
AssetMark Inc
California
$699
PS
318
PayPay Securities
Japan
$587 -$1.37K -52 -71%
OWA
319
Opal Wealth Advisors
New York
$504 +$475 +18 New
GCS
320
Gordian Capital (Singapore)
Singapore
$448
PCWA
321
Pacific Capital Wealth Advisors
California
$448 +$422 +16 New
PPWM
322
PFG Private Wealth Management
Florida
$336
IA
323
IFP Advisors
Florida
$308 +$290 +11 New
SIC
324
Salem Investment Counselors
North Carolina
$252
PPA
325
Painted Porch Advisors
California
$252 +$237 +9 New