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DocuSign

726 hedge funds and large institutions have $9.14B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 248 increasing their positions, 246 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $8.68B → $9.14B (+$456M)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

1% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 246

0.69% less ownership

Funds ownership: 77.98%77.29% (-0.69%)

1% less funds holding

Funds holding: 735726 (-9)

26% less call options, than puts

Call options by funds: $694M | Put options by funds: $941M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
726
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
11.57%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
101
Increased
248
Reduced
246
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
251
Icon Wealth Partners
Texas
$1.3M +$1.33M +22,297 New
VAS
252
Vestmark Advisory Solutions
Massachusetts
$1.29M +$113K +1,888 +9%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$1.28M -$2.11M -35,333 -62%
BRWA
254
B. Riley Wealth Advisors
Florida
$1.28M +$431K +7,221 +49%
Federated Hermes
255
Federated Hermes
Pennsylvania
$1.28M +$648K +10,862 +98%
DADC
256
D.A. Davidson & Co
Montana
$1.24M -$171K -2,868 -12%
Principal Financial Group
257
Principal Financial Group
Iowa
$1.22M -$245K -4,102 -16%
YDMI
258
Y.D. More Investments
Israel
$1.21M -$221K -3,706 -15%
RWA
259
Ropes Wealth Advisors
Massachusetts
$1.19M
Corient Private Wealth
260
Corient Private Wealth
Florida
$1.18M +$412K +6,899 +52%
PP
261
Patten & Patten
Tennessee
$1.17M -$166K -2,785 -12%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$1.13M +$83.5K +1,400 +8%
CG
263
Cutler Group
California
$1.12M -$520K -8,723 -31%
AAS
264
Avantax Advisory Services
Texas
$1.12M -$80.1K -1,343 -7%
CA
265
Cetera Advisors
Colorado
$1.12M +$489K +8,206 +75%
Creative Planning
266
Creative Planning
Kansas
$1.09M -$30.2K -507 -3%
EGM
267
Engineers Gate Manager
New York
$1.07M +$321K +5,387 +42%
HRCM
268
Hood River Capital Management
Florida
$1.07M -$27.4K -460 -2%
IP
269
Intellectus Partners
California
$1.05M +$17.8K +299 +2%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$1.04M +$16.6K +278 +2%
SPIA
271
Steward Partners Investment Advisory
New York
$1.04M +$332K +5,566 +46%
MPPW
272
Mitchell & Pahl Private Wealth
Oklahoma
$1.03M +$11.7K +196 +1%
VPIM
273
Vanguard Personalized Indexing Management
California
$1.02M +$76.1K +1,276 +8%
FAIM
274
Financial Advocates Investment Management
Washington
$1M -$51K -855 -5%
Cerity Partners
275
Cerity Partners
New York
$998K -$37.6K -630 -4%