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DOCU

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
BJL
301
Brighton Jones LLC
Washington
$747K -$7.68K -145 -1%
QC
302
Quadrature Capital
United Kingdom
$747K -$1.65M -31,216 -68%
HLA
303
Hamilton Lane Advisors
Pennsylvania
$744K
DADC
304
D.A. Davidson & Co
Montana
$743K -$354K -6,687 -31%
VPIM
305
Vanguard Personalized Indexing Management
California
$739K -$163K -3,080 -18%
AG
306
Algert Global
California
$730K
WAM
307
Werlinich Asset Management
Connecticut
$727K -$13.2K -250 -2%
NYLIM
308
New York Life Investment Management
New York
$709K +$525K +9,921 +251%
SPA
309
Sherbrooke Park Advisers
New York
$706K +$732K +13,827 New
MCM
310
MAI Capital Management
Ohio
$705K -$136K -2,573 -16%
AWS
311
Atria Wealth Solutions
New York
$704K -$149K -2,804 -17%
BBA
312
Baader Bank Aktiengesellschaft
Germany
$697K +$24.9K +470 +4%
New York State Teachers Retirement System (NYSTRS)
313
New York State Teachers Retirement System (NYSTRS)
New York
$691K +$128K +2,419 +22%
VI
314
Versor Investments
New York
$680K +$705K +13,307 New
FRM
315
Fox Run Management
Connecticut
$674K -$66.4K -1,254 -9%
BF
316
BOK Financial
Oklahoma
$672K -$9.69K -183 -1%
WAM
317
Weatherly Asset Management
California
$670K -$32.8K -620 -5%
IAA
318
Independent Advisor Alliance
North Carolina
$660K -$77.2K -1,458 -10%
IWC
319
Integrated Wealth Concepts
Massachusetts
$657K +$320K +6,038 +88%
EL
320
Essex LLC
Illinois
$657K +$17.3K +326 +3%
TAM
321
Titleist Asset Management
Texas
$656K +$311K +5,880 +84%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$646K
RCA
323
Resonant Capital Advisors
Wisconsin
$638K -$9.8K -185 -1%
Public Sector Pension Investment Board (PSP Investments)
324
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$637K +$15.9K +300 +2%
CCP
325
Carmel Capital Partners
California
$635K +$350K +6,610 +114%