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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
DC
351
Davenport & Co
Virginia
$581K +$9.72K +163 +2%
MYAM
352
Meiji Yasuda Asset Management
Japan
$576K +$30.2K +507 +5%
IAS
353
IMA Advisory Services
Colorado
$576K +$25.8K +433 +5%
SAM
354
Shell Asset Management
Netherlands
$570K
JAM
355
Jupiter Asset Management
United Kingdom
$566K +$579K +9,712 New
USCWA
356
U.S. Capital Wealth Advisors
Texas
$561K +$35.9K +602 +7%
DI
357
DFPG Investments
Utah
$559K -$18K -302 -3%
IAIM
358
International Assets Investment Management
Florida
$547K -$226K -3,794 -29%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$540K +$52K +871 +10%
CF
360
Centaurus Financial
California
$539K -$3.88K -65 -0.7%
WI
361
WrapManager Inc
California
$538K +$113K +1,901 +26%
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$536K
BG
363
Bollard Group
Massachusetts
$528K
WMSA
364
Weiss Multi-Strategy Advisers
New York
$525K -$125K -2,100 -19%
Mackenzie Financial
365
Mackenzie Financial
Ontario, Canada
$523K -$115K -1,927 -18%
EI
366
Ethic Inc
New York
$522K +$126K +2,118 +31%
Cetera Investment Advisers
367
Cetera Investment Advisers
Illinois
$522K +$3.76K +63 +0.7%
LBWM
368
Left Brain Wealth Management
Illinois
$521K +$628K +10,529 New
PA
369
Parallel Advisors
California
$520K -$86.8K -1,456 -14%
IAS
370
Insigneo Advisory Services
Florida
$515K +$170K +2,854 +48%
LNWWM
371
Laird Norton Wetherby Wealth Management
California
$514K -$24.6K -412 -4%
RAM
372
Redmond Asset Management
Virginia
$514K -$51.9K -870 -9%
Prudential Financial
373
Prudential Financial
New Jersey
$511K -$22.7K -380 -4%
CNBT
374
Canandaigua National Bank & Trust
New York
$507K +$519K +8,694 New
GC
375
Garde Capital
Washington
$506K -$135K -2,269 -21%