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DocuSign

664 hedge funds and large institutions have $8.61B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 240 increasing their positions, 222 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 222

0.15% more ownership

Funds ownership: 78.53%78.68% (+0.15%)

3% less funds holding

Funds holding: 685664 (-21)

10% less capital invested

Capital invested by funds: $9.6B → $8.61B (-$991M)

14% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 88

14% less call options, than puts

Call options by funds: $248M | Put options by funds: $287M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
664
Holders Change
-21
Holders Change %
-3.07%
% of All Funds
9.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
240
Reduced
222
Closed
88
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Martingale Asset Management
Massachusetts
$1.7M +$1.34M +23,787 +296%
PHK
227
Point72 Hong Kong
Hong Kong
$1.69M -$3.47M -61,496 -66%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$1.66M +$335K +5,941 +24%
MIC
229
Meridian Investment Counsel
California
$1.64M -$16.9K -300 -1%
SLAM
230
Swiss Life Asset Management
$1.64M -$2.79M -49,393 -62%
PAG
231
Private Advisor Group
New Jersey
$1.6M +$158K +2,802 +10%
MC
232
Maverick Capital
Texas
$1.57M +$1.66M +29,368 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$1.54M +$167K +2,968 +12%
OC
234
Oppenheimer & Co
New York
$1.53M +$323K +5,735 +25%
DC
235
Destiny Capital
Colorado
$1.51M
CC
236
Clearline Capital
New York
$1.5M +$1.58M +28,067 New
CIP
237
Chartwell Investment Partners
Pennsylvania
$1.49M -$899K -15,944 -36%
TI
238
Tidal Investments
Wisconsin
$1.48M +$708K +12,550 +83%
CH
239
Canton Hathaway
Rhode Island
$1.4M -$37.8K -670 -2%
CIP
240
Convergence Investment Partners
Florida
$1.4M +$1.07M +18,969 +264%
RGI
241
River Global Investors
United Kingdom
$1.38M -$81.9K -1,452 -5%
VI
242
Versor Investments
New York
$1.37M -$1.38M -24,388 -49%
NYLIM
243
New York Life Investment Management
New York
$1.34M +$125K +2,221 +10%
WG
244
Winton Group
United Kingdom
$1.31M -$384K -6,803 -22%
TAM
245
Titleist Asset Management
Texas
$1.3M -$58K -1,029 -4%
Corient Private Wealth
246
Corient Private Wealth
Florida
$1.29M -$6.88K -122 -0.5%
PIM
247
Plato Investment Management
Australia
$1.27M +$109K +1,930 +9%
HWM
248
Hohimer Wealth Management
Washington
$1.26M +$966K +17,122 +265%
ANTB
249
AMG National Trust Bank
Colorado
$1.25M +$1.31M +23,306 New
CGH
250
Crossmark Global Holdings
Texas
$1.24M +$1.05M +18,680 +414%