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DocuSign

726 hedge funds and large institutions have $9.14B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 248 increasing their positions, 246 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $8.68B → $9.14B (+$456M)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

1% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 246

0.69% less ownership

Funds ownership: 77.98%77.29% (-0.69%)

1% less funds holding

Funds holding: 735726 (-9)

26% less call options, than puts

Call options by funds: $694M | Put options by funds: $941M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
726
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
11.57%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
101
Increased
248
Reduced
246
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Change in
Stake
EL
326
Essex LLC
Illinois
$694K
Manulife (Manufacturers Life Insurance)
327
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$688K +$409K +6,850 +138%
SWM
328
SeaCrest Wealth Management
New York
$679K +$694K +11,642 New
STA
329
Summit Trail Advisors
New York
$677K -$1.92M -32,143 -73%
TCM
330
Teza Capital Management
Illinois
$673K +$688K +11,536 New
MFG
331
Merit Financial Group
Georgia
$654K +$17.7K +297 +3%
New York State Teachers Retirement System (NYSTRS)
332
New York State Teachers Retirement System (NYSTRS)
New York
$647K +$662K +11,101 New
KA
333
Kovack Advisors
Florida
$647K -$1.49K -25 -0.2%
WIM
334
Waycross Investment Management
Washington
$647K -$8.41K -141 -1%
IFG
335
Independent Financial Group
California
$638K +$207K +3,476 +47%
Allspring Global Investments
336
Allspring Global Investments
North Carolina
$637K -$16.4K -275 -2%
BSI
337
Bennett Selby Investments
Maine
$631K -$59.5K -997 -8%
VWM
338
Venturi Wealth Management
Texas
$619K +$70K +1,173 +12%
AL
339
Aspiriant LLC
California
$615K -$1.61K -27 -0.3%
JAFL
340
Jay A. Fishman Ltd
Michigan
$608K -$77.5K -1,300 -11%
Franklin Resources
341
Franklin Resources
California
$608K -$183K -3,067 -23%
PAG
342
Private Advisor Group
New Jersey
$604K +$617K +10,352 New
Lido Advisors
343
Lido Advisors
California
$604K +$195K +3,265 +46%
LNWTC
344
Laird Norton Wetherby Trust Company
Washington
$590K
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$584K -$135K -2,255 -18%
CUAMC
346
China Universal Asset Management Company
China
$583K
QFA
347
Quattro Financial Advisors
Texas
$583K
MFS
348
Monetta Financial Services
Illinois
$583K +$596K +10,000 New
TCBWMS
349
Texas Capital Bank Wealth Management Services
Texas
$583K +$596K +10,000 New
BAM
350
Blueshift Asset Management
New Jersey
$582K +$595K +9,982 New