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DocuSign

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
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
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
276
Resonant Capital Advisors
Wisconsin
$929K +$28.9K +541 +3%
SG Americas Securities
277
SG Americas Securities
New York
$926K -$5.24M -97,966 -85%
AFAS
278
Acorn Financial Advisory Services
Virginia
$912K -$24.3K -455 -3%
Mariner
279
Mariner
Kansas
$908K -$184K -3,446 -17%
AGAM
280
Audent Global Asset Management
California
$907K -$173K -3,232 -16%
GIBU
281
Gulf International Bank (UK)
United Kingdom
$906K
TD Asset Management
282
TD Asset Management
Ontario, Canada
$889K +$2.03K +38 +0.2%
FCH
283
Freestone Capital Holdings
Washington
$886K -$24K -448 -3%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$876K +$37.5K +700 +4%
IC
285
IEQ Capital
California
$873K -$8.45K -158 -1%
AAS
286
Avantax Advisory Services
Texas
$862K -$3.37K -63 -0.4%
KAS
287
Kestra Advisory Services
Texas
$844K +$137K +2,774 +19%
Baird Financial Group
288
Baird Financial Group
Wisconsin
$840K -$982K -18,348 -54%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$836K
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$834K -$2.37K -43 -0.3%
HBCM
291
Heron Bay Capital Management
Michigan
$834K +$834K +15,586 New
PL
292
Parkwood LLC
Ohio
$820K +$81.9K +1,530 +11%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$805K -$21.4K -400 -3%
BAMF
294
BI Asset Management Fondsmaeglerselskab
Denmark
$789K +$270K +5,052 +52%
SGAM
295
Smith Group Asset Management
Texas
$783K +$783K +14,630 New
AWS
296
Atria Wealth Solutions
New York
$781K +$134K +2,507 +21%
MPM
297
MBB Public Markets
Illinois
$781K +$781K +14,600 New
CGIM
298
Cannon Global Investment Management
Florida
$765K +$765K +14,300 New
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$762K -$106K -1,989 -12%
PD
300
Point72 (DIFC)
United Arab Emirates
$756K +$756K +14,137 New