We are live on ! Find out more
DOCU

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
VIA
276
Virtus Investment Advisers
Connecticut
$945K
SA
277
Sanctuary Advisors
Indiana
$942K +$929K +16,466 New
BBA
278
Baader Bank Aktiengesellschaft
Germany
$937K +$114K +2,017 +13%
IA
279
Inspire Advisors
Idaho
$931K +$315K +5,579 +47%
RCA
280
Resonant Capital Advisors
Wisconsin
$929K +$30.5K +541 +3%
SG Americas Securities
281
SG Americas Securities
New York
$926K -$5.53M -97,966 -85%
AFAS
282
Acorn Financial Advisory Services
Virginia
$912K -$25.7K -455 -3%
Mariner
283
Mariner
Kansas
$908K -$194K -3,446 -17%
AGAM
284
Audent Global Asset Management
California
$907K -$182K -3,232 -16%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$906K
TD Asset Management
286
TD Asset Management
Ontario, Canada
$889K +$2.14K +38 +0.2%
FCH
287
Freestone Capital Holdings
Washington
$886K -$25.3K -448 -3%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$876K +$39.5K +700 +4%
IC
289
IEQ Capital
California
$873K -$8.91K -158 -1%
AAS
290
Avantax Advisory Services
Texas
$862K -$3.55K -63 -0.4%
KAS
291
Kestra Advisory Services
Texas
$844K +$156K +2,774 +19%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$840K -$1.03M -18,348 -54%
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$836K
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$834K -$2.42K -43 -0.3%
HBCM
295
Heron Bay Capital Management
Michigan
$834K +$879K +15,586 New
PL
296
Parkwood LLC
Ohio
$820K +$86.3K +1,530 +11%
USCWA
297
U.S. Capital Wealth Advisors
Texas
$805K -$22.6K -400 -3%
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
$789K +$285K +5,052 +52%
SGAM
299
Smith Group Asset Management
Texas
$783K +$825K +14,630 New
AWS
300
Atria Wealth Solutions
New York
$781K +$141K +2,507 +21%