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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
RI
376
Ridgewood Investments
New Jersey
$422K -$93.2K -1,653 -17%
SPIA
377
Steward Partners Investment Advisory
New York
$418K -$114K -2,014 -20%
JWCA
378
J.W. Cole Advisors
Florida
$417K
LSA
379
Leonteq Securities AG
Switzerland
$416K -$93.1K -1,651 -18%
GC
380
Gilbert & Cook
Iowa
$415K -$46.2K -819 -10%
PI
381
PFG Investments
New York
$413K -$390K -6,908 -47%
TCM
382
Telos Capital Management
California
$408K -$21.1K -375 -5%
IAIM
383
International Assets Investment Management
Florida
$408K -$6.2K -110 -1%
P
384
&Partners
Tennessee
$403K +$429K +7,612 New
IGAM
385
iA Global Asset Management
Quebec, Canada
$402K -$112K -1,978 -21%
MML Investors Services
386
MML Investors Services
Massachusetts
$401K -$28.8K -510 -6%
DIM
387
DC Investments Management
Virginia
$389K
PWM
388
Prosperity Wealth Management
California
$388K +$83.5K +1,480 +26%
FAM
389
Formidable Asset Management
Ohio
$388K +$142K +2,517 +53%
TCM
390
Teza Capital Management
Illinois
$386K -$1.62M -28,747 -80%
CFG
391
Citizens Financial Group
Rhode Island
$381K +$72.1K +1,278 +22%
AA
392
Axiom Advisory
California
$380K +$380K +6,741 New
TMAM
393
Tokio Marine Asset Management
Japan
$379K
EL
394
Essex LLC
Illinois
$378K -$3.21K -57 -0.8%
CM
395
Capula Management
Cayman Islands
$375K +$117K +2,082 +42%
CIBC Asset Management
396
CIBC Asset Management
Ontario, Canada
$370K +$21.4K +380 +6%
BSI
397
Bennett Selby Investments
Maine
$369K -$14.7K -261 -4%
SG
398
StoneX Group
New York
$361K +$381K +6,749 New
WANY
399
Wealthspire Advisors (New York)
New York
$357K +$376K +6,670 New
EFS
400
Essex Financial Services
Connecticut
$357K +$183K +3,242 +90%