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DOCU

DocuSign

711 hedge funds and large institutions have $8.15B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 77.29%78.66% (+1.4%)

2% less funds holding

Funds holding: 726711 (-15)

11% less capital invested

Capital invested by funds: $9.14B → $8.15B (-$995M)

13% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 96

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less call options, than puts

Call options by funds: $594M | Put options by funds: $747M

21% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 276

Holders
711
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
11.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
219
Reduced
276
Closed
96
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
226
Freestone Capital Holdings
Washington
$1.45M -$10.1K -190 -0.7%
DC
227
Destiny Capital
Colorado
$1.44M -$783K -14,785 -34%
WHG
228
Westwood Holdings Group
Texas
$1.44M +$1.49M +28,131 New
X
229
Xponance
Pennsylvania
$1.44M +$63.2K +1,193 +4%
BCI
230
Brinker Capital Investments
Pennsylvania
$1.4M -$23.9K -452 -2%
OPS
231
Orion Portfolio Solutions
Nebraska
$1.4M -$23.9K -452 -2%
WTA
232
Washington Trust Advisors
Massachusetts
$1.37M +$26.2K +495 +2%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$1.33M
YDMI
234
Y.D. More Investments
Israel
$1.32M +$271K +5,116 +25%
Vontobel Holding
235
Vontobel Holding
Switzerland
$1.31M +$150K +2,832 +12%
AI
236
Atria Investments
North Carolina
$1.31M +$147K +2,782 +12%
TD Asset Management
237
TD Asset Management
Ontario, Canada
$1.29M +$40.7K +769 +3%
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
$1.28M -$3.92K -74 -0.3%
KAS
239
Kestra Advisory Services
Texas
$1.27M -$184K -3,470 -12%
IC
240
IEQ Capital
California
$1.25M -$46.2K -872 -3%
Principal Financial Group
241
Principal Financial Group
Iowa
$1.23M +$168K +3,175 +15%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$1.23M +$106K +2,008 +9%
Credit Agricole
243
Credit Agricole
France
$1.19M -$48.1K -908 -4%
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M +$601K +11,346 +96%
Mariner
245
Mariner
Kansas
$1.18M -$2.7K -51 -0.2%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$1.17M -$188K -3,549 -13%
HH
247
Hilltop Holdings
Texas
$1.17M +$557K +10,513 +85%
CCIA
248
Campbell & Co Investment Adviser
Maryland
$1.16M +$1.2M +22,656 New
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$1.16M -$98.4K -1,858 -8%
CAM
250
Cresset Asset Management
Illinois
$1.15M +$963K +18,188 +413%