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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
CWM
326
CIBC World Markets
New York
$593K +$154K +2,727 +33%
GC
327
Guggenheim Capital
Illinois
$590K +$1.41K +25 +0.2%
NW
328
NewEdge Wealth
Pennsylvania
$579K +$4.34K +77 +0.7%
Bank of Nova Scotia
329
Bank of Nova Scotia
Ontario, Canada
$575K +$347K +6,159 +134%
SWM
330
SeaCrest Wealth Management
New York
$575K -$33.2K -588 -5%
SGI
331
Summit Global Investments
Utah
$574K -$318K -5,642 -34%
Janus Henderson Group
332
Janus Henderson Group
United Kingdom
$573K -$369K -6,544 -38%
KA
333
Kerrisdale Advisers
Florida
$570K
A
334
AlphaQuest
New York
$565K +$542K +9,605 +1,011%
AL
335
Aspiriant LLC
California
$564K -$169 -3 -0%
HIM
336
Hillsdale Investment Management
Ontario, Canada
$564K
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$558K +$274K +4,865 +88%
MYAM
338
Meiji Yasuda Asset Management
Japan
$552K -$3.38K -60 -0.6%
SW
339
Simplicity Wealth
New Jersey
$545K +$2.42K +43 +0.4%
M&T Bank
340
M&T Bank
New York
$542K -$57.1K -1,012 -9%
AIA
341
Affinity Investment Advisors
California
$541K +$570K +10,113 New
DADC
342
D.A. Davidson & Co
Montana
$541K +$1.24K +22 +0.2%
VPIM
343
Vanguard Personalized Indexing Management
California
$539K +$16.1K +286 +3%
QFA
344
Quattro Financial Advisors
Texas
$535K
HH
345
Hilltop Holdings
Texas
$532K -$52.2K -925 -9%
WMA
346
Wealth Management Associates
New Jersey
$528K
FAIM
347
Financial Advocates Investment Management
Washington
$524K -$74.1K -1,314 -12%
PWA
348
Prairie Wealth Advisors
Nebraska
$517K -$65.4K -1,159 -11%
CB
349
Commerce Bank
Missouri
$509K +$19.2K +341 +4%
IFG
350
Independent Financial Group
California
$509K -$26K -461 -5%