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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 %
UM
301
UniSuper Management
Australia
$754K +$599K +11,200 +386%
AB
302
Amalgamated Bank
New York
$735K -$4.77K -89 -0.6%
Creative Planning
303
Creative Planning
Kansas
$732K +$61.9K +1,157 +9%
MCM
304
MAI Capital Management
Ohio
$714K -$23.2K -433 -3%
LTAS
305
Linden Thomas Advisory Services
North Carolina
$711K +$101K +1,896 +17%
BJL
306
Brighton Jones LLC
Washington
$709K -$13.1K -244 -2%
DT
307
Diversified Trust
Tennessee
$703K +$106K +1,979 +18%
MIM
308
MetLife Investment Management
New Jersey
$699K +$40.4K +755 +6%
CAG
309
Csenge Advisory Group
Florida
$693K +$693K +12,945 New
PA
310
Profund Advisors
Maryland
$689K -$529K -9,885 -43%
LAM
311
LECAP Asset Management
United Kingdom
$686K -$1.08M -20,233 -61%
GAA
312
Green Alpha Advisors
Colorado
$684K -$37.8K -707 -5%
MFG
313
Merit Financial Group
Georgia
$669K -$4.49K -84 -0.7%
STA
314
Summit Trail Advisors
New York
$666K +$8.24K +154 +1%
PP
315
Patten & Patten
Tennessee
$653K -$17.4K -325 -3%
BF
316
BOK Financial
Oklahoma
$645K -$40.8K -763 -6%
SMFG
317
Sumitomo Mitsui Financial Group
Japan
$626K
DWA
318
Delap Wealth Advisory
Oregon
$615K +$58.3K +1,089 +10%
LCM
319
Landscape Capital Management
New Jersey
$610K
DC
320
Davenport & Co
Virginia
$606K +$18K +337 +3%
SSA
321
Schonfeld Strategic Advisors
New York
$598K -$10.3M -191,914 -94%
CWM
322
CIBC World Markets
New York
$593K +$146K +2,727 +33%
GC
323
Guggenheim Capital
Illinois
$590K +$1.34K +25 +0.2%
NW
324
NewEdge Wealth
Pennsylvania
$579K +$4.12K +77 +0.7%
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$575K +$330K +6,159 +134%