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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
E
251
Ergoteles
New York
$1.15M +$763K +14,410 +180%
CFM
252
Coronation Fund Managers
South Africa
$1.14M -$88K -1,662 -7%
AB
253
Amalgamated Bank
New York
$1.14M -$32.1K -606 -3%
LWM
254
Lyell Wealth Management
California
$1.14M -$387K -7,307 -25%
IWP
255
Icon Wealth Partners
Texas
$1.08M -$64.9K -1,225 -5%
BAAM
256
Baker Avenue Asset Management
California
$1.07M +$1.02M +19,294 +1,113%
CAN
257
Cetera Advisor Networks
California
$1.05M -$288K -5,445 -21%
RWA
258
Ropes Wealth Advisors
Massachusetts
$1.04M
GIBU
259
Gulf International Bank (UK)
United Kingdom
$1.03M -$321K -6,054 -23%
WMSA
260
Weiss Multi-Strategy Advisers
New York
$1.02M +$583K +11,000 +122%
PP
261
Patten & Patten
Tennessee
$1.02M -$10.6K -200 -1%
PA
262
Profund Advisors
Maryland
$1M +$175K +3,312 +20%
HRCM
263
Hood River Capital Management
Florida
$995K +$62.8K +1,186 +6%
CC
264
Cipher Capital
New York
$971K +$1.01M +19,007 New
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$970K +$14.6K +275 +2%
CA
266
Cetera Advisors
Colorado
$967K -$13.1K -248 -1%
Verition Fund Management
267
Verition Fund Management
Connecticut
$964K +$579K +10,941 +138%
SG Americas Securities
268
SG Americas Securities
New York
$956K -$3.71M -70,017 -79%
AAS
269
Avantax Advisory Services
Texas
$951K -$32.6K -615 -3%
A
270
AustralianSuper
Australia
$942K -$14.3M -270,298 -94%
MML Investors Services
271
MML Investors Services
Massachusetts
$938K +$194K +3,656 +25%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$934K +$21.6K +408 +2%
IP
273
Intellectus Partners
California
$922K +$5.3K +100 +0.6%
XT
274
XTX Topco
Cayman Islands
$919K +$600K +11,325 +170%
MPPW
275
Mitchell & Pahl Private Wealth
Oklahoma
$916K +$16.7K +316 +2%