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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
Boston Partners
276
Boston Partners
Massachusetts
$975K -$10.6K -178 -1%
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$973K +$19.1K +320 +2%
AWS
278
Atria Wealth Solutions
New York
$967K +$66.9K +1,122 +7%
AAS
279
Ameritas Advisory Services
Nebraska
$959K -$78.3K -1,313 -7%
KWM
280
Kingsview Wealth Management
Oregon
$959K +$981K +16,451 New
MSE
281
MUFG Securities EMEA
United Kingdom
$959K -$152K -2,541 -13%
MCM
282
MAI Capital Management
Ohio
$955K -$2.15K -36 -0.2%
GC
283
Guggenheim Capital
Illinois
$953K -$288K -4,827 -23%
PA
284
Profund Advisors
Maryland
$950K -$306K -5,137 -24%
IMRF
285
Illinois Municipal Retirement Fund
Illinois
$949K
EMPI
286
Elo Mutual Pension Insurance
Finland
$939K +$47.8K +802 +5%
FC
287
Financial Consulate
Maryland
$926K +$1.97K +33 +0.2%
Nomura Holdings
288
Nomura Holdings
Japan
$915K -$1.67M -27,919 -64%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$911K +$49.1K +824 +6%
BTWM
290
Baker Tilly Wealth Management
Wisconsin
$907K -$127K -2,124 -12%
Truist Financial
291
Truist Financial
North Carolina
$899K +$49.2K +825 +6%
WBC
292
Westpac Banking Corp
Australia
$894K -$258K -4,322 -22%
RC
293
RBF Capital
California
$875K -$5.65M -94,700 -86%
AWAU
294
Alliance Wealth Advisors (Utah)
Utah
$873K +$78.5K +1,316 +10%
XI
295
XXEC Inc
Oklahoma
$861K +$881K +14,775 New
BJL
296
Brighton Jones LLC
Washington
$861K -$93.8K -1,572 -10%
WEG
297
World Equity Group
Illinois
$861K +$2.91M +48,792 New
MML Investors Services
298
MML Investors Services
Massachusetts
$858K -$82.3K -1,379 -9%
AFAS
299
Acorn Financial Advisory Services
Virginia
$855K +$85.9K +1,440 +11%
SLAM
300
Swiss Life Asset Management
$854K -$5.87M -98,406 -87%