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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
GWS
126
Glassman Wealth Services
Virginia
$20K +$18.3K +250 New
KPCM
127
Kings Point Capital Management
New York
$20K +$18.3K +250 New
PFBT
128
Parkside Financial Bank & Trust
Missouri
$20K +$18.3K +250 New
SSB
129
Sandy Spring Bank
Maryland
$20K +$18.3K +250 New
GEA
130
Glen Eagle Advisors
New Jersey
$18.2K +$9.87K +135 +150%
AWM
131
Avior Wealth Management
Nebraska
$15K +$14.1K +193 New
TWA
132
TCI Wealth Advisors
Arizona
$13K
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K +$11K +150 New
LWM
134
Liberty Wealth Management
California
$10K +$9.14K +125 New
IA
135
IFP Advisors
Florida
$9K +$8.04K +110 New
MSFP
136
Mark Sheptoff Financial Planning
Connecticut
$8K +$7.31K +100 New
S
137
SignatureFD
Georgia
$8K +$7.31K +100 New
CA
138
Clearstead Advisors
Ohio
$7K +$6.14K +84 New
TCWM
139
Total Clarity Wealth Management
Illinois
$6K +$5.85K +80 New
JCM
140
Jacobi Capital Management
Pennsylvania
$4K +$3.29K +45 New
FCA
141
FinTrust Capital Advisors
South Carolina
$4K +$3.66K +50 New
HI
142
Hudock Inc
Pennsylvania
$2K +$2.19K +30 New
KIG
143
Kowal Investment Group
Wisconsin
$1K +$658 +9 New
BCH
144
Berkshire Capital Holdings
California
$1K +$731 +10 New
Millennium Management
145
Millennium Management
New York
-$32.4M -556,227 Closed
DIG
146
Dragoneer Investment Group
California
-$20.4M -350,000 Closed
SSA
147
Schonfeld Strategic Advisors
New York
-$14.4M -246,800 Closed
CCM
148
CAAS Capital Management
New York
-$13.1M -225,000 Closed
RCM
149
Ratan Capital Management
Florida
-$9.22M -158,364 Closed
Neuberger Berman Group
150
Neuberger Berman Group
New York
-$9.17M -157,500 Closed