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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
MPM
301
MBB Public Markets
Illinois
$781K +$823K +14,600 New
CGIM
302
Cannon Global Investment Management
Florida
$765K +$807K +14,300 New
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$762K -$112K -1,989 -12%
PD
304
Point72 (DIFC)
United Arab Emirates
$756K +$797K +14,137 New
UM
305
UniSuper Management
Australia
$754K +$632K +11,200 +386%
AB
306
Amalgamated Bank
New York
$735K -$5.02K -89 -0.6%
Creative Planning
307
Creative Planning
Kansas
$732K +$65.3K +1,157 +9%
MCM
308
MAI Capital Management
Ohio
$714K -$24.4K -433 -3%
LTAS
309
Linden Thomas Advisory Services
North Carolina
$711K +$107K +1,896 +17%
BJL
310
Brighton Jones LLC
Washington
$709K -$13.8K -244 -2%
DT
311
Diversified Trust
Tennessee
$703K +$112K +1,979 +18%
MIM
312
MetLife Investment Management
New Jersey
$699K +$42.6K +755 +6%
CAG
313
Csenge Advisory Group
Florida
$693K +$730K +12,945 New
PA
314
Profund Advisors
Maryland
$689K -$558K -9,885 -43%
LAM
315
LECAP Asset Management
United Kingdom
$686K -$1.14M -20,233 -61%
GAA
316
Green Alpha Advisors
Colorado
$684K -$39.9K -707 -5%
MFG
317
Merit Financial Group
Georgia
$669K -$4.74K -84 -0.7%
STA
318
Summit Trail Advisors
New York
$666K +$8.69K +154 +1%
PP
319
Patten & Patten
Tennessee
$653K -$18.3K -325 -3%
BF
320
BOK Financial
Oklahoma
$645K -$43K -763 -6%
SMFG
321
Sumitomo Mitsui Financial Group
Japan
$626K
DWA
322
Delap Wealth Advisory
Oregon
$615K +$61.4K +1,089 +10%
LCM
323
Landscape Capital Management
New Jersey
$610K
DC
324
Davenport & Co
Virginia
$606K +$19K +337 +3%
SSA
325
Schonfeld Strategic Advisors
New York
$598K -$10.8M -191,914 -94%