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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
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$418K +$131K +2,193 +44%
SCA
402
Snowden Capital Advisors
New York
$416K +$24.6K +413 +6%
AFA
403
Abacus FCF Advisors
Florida
$416K +$71.1K +1,192 +20%
MCC
404
Malaga Cove Capital
California
$409K
TAM
405
Titleist Asset Management
Texas
$406K +$416K +6,966 New
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
$399K +$5.25K +88 +1%
FIA
407
Foundations Investment Advisors
Arizona
$399K +$408K +6,838 New
IWC
408
Integrated Wealth Concepts
Massachusetts
$398K +$109K +1,819 +36%
PL
409
Parkwood LLC
Ohio
$398K +$408K +6,835 New
KPWS
410
Kestra Private Wealth Services
Texas
$389K +$12.5K +209 +3%
XT
411
XTX Topco
Cayman Islands
$389K +$398K +6,670 New
CFM
412
Comprehensive Financial Management
California
$384K
PA
413
Pinnacle Associates
New York
$379K +$94.1K +1,578 +32%
VIA
414
Vident Investment Advisory
Georgia
$377K -$71.2K -1,193 -16%
PP
415
Prudential plc
United Kingdom
$365K
PCP
416
Proficio Capital Partners
Massachusetts
$364K -$24.5K -410 -6%
MG
417
Marex Group
$361K -$192K -3,211 -34%
Wolverine Trading
418
Wolverine Trading
Illinois
$360K -$23.6M -396,201 -98%
BA
419
Bristlecone Advisors
Washington
$359K -$44.3K -742 -11%
PCIA
420
Prime Capital Investment Advisors
Kansas
$357K +$365K +6,121 New
TC
421
Truvestments Capital
Florida
$354K +$41.8K +700 +13%
PFS
422
Prospera Financial Services
Texas
$353K -$70.7K -1,185 -16%
VIM
423
Vinva Investment Management
Australia
$353K +$372K +6,239 New
BPA
424
Beacon Pointe Advisors
California
$352K -$27.3K -457 -7%
CFA
425
Compass Financial Advisors
Indiana
$340K -$2.45K -41 -0.7%