We are live on ! Find out more
DOCU

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
UWS
351
Unique Wealth Strategies
Illinois
$494K
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493K -$25.7K -455 -5%
RWB
353
RMR Wealth Builders
New Jersey
$491K
Truist Financial
354
Truist Financial
North Carolina
$489K +$78.9K +1,399 +18%
BG
355
Bollard Group
Massachusetts
$484K
NA
356
NewEdge Advisors
Louisiana
$480K -$95.2K -1,688 -16%
Capstone Investment Advisors
357
Capstone Investment Advisors
New York
$475K -$770K -13,652 -61%
LBWM
358
Left Brain Wealth Management
Illinois
$475K -$9.59K -170 -2%
Boston Partners
359
Boston Partners
Massachusetts
$471K -$276K -4,901 -36%
IP
360
Intellectus Partners
California
$469K -$53.8K -954 -10%
Wolverine Trading
361
Wolverine Trading
Illinois
$468K -$792K -14,049 -62%
AI
362
Atria Investments
North Carolina
$468K +$493K +8,740 New
MG
363
Marex Group
$464K -$158K -2,793 -24%
BRWA
364
B. Riley Wealth Advisors
Florida
$456K -$302K -5,363 -39%
KA
365
Kovack Advisors
Florida
$454K +$2.48K +44 +0.5%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$454K +$5.58K +99 +1%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$450K +$69.9K +1,239 +17%
GC
368
Garde Capital
Washington
$449K
BP
369
BNP Paribas
France
$444K
Wealth Enhancement Advisory Services
370
Wealth Enhancement Advisory Services
Minnesota
$439K +$165K +2,925 +55%
SOADOR
371
State of Alaska Department of Revenue
Alaska
$436K -$19.7K -350 -4%
Pzena Investment Management
372
Pzena Investment Management
New York
$434K +$143K +2,541 +46%
RB
373
Rodgers Brothers
Pennsylvania
$427K -$2.82K -50 -0.6%
MWM
374
Moran Wealth Management
Florida
$427K +$155K +2,740 +52%
BCM
375
Beck Capital Management
Texas
$425K +$448K +7,938 New