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Doximity

143 hedge funds and large institutions have $2.6B invested in Doximity in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $1.48B → $2.6B (+$1.13B)

68% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 53

51.83% more ownership

Funds ownership: 14.23%66.06% (+52%)

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

32% more funds holding

Funds holding: 108143 (+35)

26% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $59M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
143
Holders Change
+35
Holders Change %
+32.41%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
89
Increased
27
Reduced
19
Closed
53
Calls
$74.4M
Puts
$59M
Net Calls
+$15.4M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$231K +$210K +2,868 New
ASN
102
Advisory Services Network
Georgia
$224K +$201K +2,752 +13,105%
QT
103
Quantbot Technologies
New York
$208K +$189K +2,581 New
LSA
104
Leonteq Securities AG
Switzerland
$207K +$188K +2,564 New
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$202K +$183K +2,504 New
CAM
106
CenterStar Asset Management
Illinois
$121K
CG
107
Cutler Group
California
$107K +$97.9K +1,338 New
EDRH
108
Edmond de Rothschild Holding
Switzerland
$91K +$82.2K +1,124 New
AWM
109
Atticus Wealth Management
Florida
$90K +$81.3K +1,111 New
EVM
110
Eaton Vance Management
Massachusetts
$71K -$302K -4,123 -82%
HI
111
Harbour Investments
Wisconsin
$62K +$56K +765 New
HNB
112
Huntington National Bank
Ohio
$59K +$53.5K +732 New
SPIA
113
Steward Partners Investment Advisory
New York
$56K +$51.2K +700 New
CBT
114
Central Bank & Trust
Kentucky
$48K +$43.9K +600 New
LFG
115
Larson Financial Group
Missouri
$40K +$18.3K +250 +100%
SOW
116
State of Wyoming
Wyoming
$35K +$31.4K +430 New
1IA
117
1834 Investment Advisors
Wisconsin
$32K +$29.3K +400 New
Bank of America
118
Bank of America
North Carolina
$31K +$26.9K +368 +1,937%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$27K +$25.2K +345 New
US Bancorp
120
US Bancorp
Minnesota
$26K +$24.4K +333 New
BCWM
121
Bartlett & Co Wealth Management
Ohio
$20.2K +$18.3K +250 New
Kayne Anderson Rudnick Investment Management
122
Kayne Anderson Rudnick Investment Management
California
$20K
PA
123
Parallel Advisors
California
$20K
BC
124
Bartlett & Co
Ohio
$20K +$18.3K +250 New
EIP
125
Ellis Investment Partners
Pennsylvania
$20K +$18.3K +250 New