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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
Wealthfront Advisers
376
Wealthfront Advisers
California
$491K +$16.9K +283 +3%
CF
377
Copperwynd Financial
Arizona
$487K +$204K +3,421 +69%
WS
378
Wedbush Securities
California
$482K -$8.59K -144 -2%
RWB
379
RMR Wealth Builders
New Jersey
$476K
MF
380
Manchester Financial
California
$476K -$17.5K -294 -3%
GBT
381
Grove Bank & Trust
Florida
$475K +$7.63K +128 +2%
GAA
382
Green Alpha Advisors
Colorado
$471K +$171K +2,875 +55%
E
383
Ergoteles
New York
$468K -$3.78M -63,313 -89%
OR
384
Olympiad Research
Connecticut
$468K +$478K +8,021 New
Verition Fund Management
385
Verition Fund Management
Connecticut
$462K -$70.7K -1,186 -13%
NW
386
NewEdge Wealth
Pennsylvania
$451K -$13.7K -229 -3%
FCA
387
FinTrust Capital Advisors
South Carolina
$448K
CIBC World Market
388
CIBC World Market
Ontario, Canada
$446K -$1.78M -29,843 -80%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$446K +$1.43K +24 +0.3%
AWM
390
AE Wealth Management
Kansas
$445K -$1.09M -18,317 -71%
BIAS
391
Beacon Investment Advisory Services
New Jersey
$440K -$21.8K -365 -5%
JF
392
Jump Financial
Illinois
$440K -$7.72M -129,447 -94%
AA
393
ALPS Advisors
Colorado
$436K -$505K -8,465 -53%
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$432K -$7.04K -118 -2%
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$431K -$1.91K -32 -0.4%
AIMCA
396
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$431K +$441K +7,400 New
SIA
397
Schechter Investment Advisors
Michigan
$429K +$18.1K +304 +4%
DIM
398
DC Investments Management
Virginia
$424K
BMCM
399
Bryn Mawr Capital Management
Pennsylvania
$421K -$7.63K -128 -2%
ETC
400
Exchange Traded Concepts
Oklahoma
$419K -$49.9K -836 -10%