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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
CFM
401
Comprehensive Financial Management
California
$353K
OAM
402
Ostrum Asset Management
France
$345K -$28.3K -502 -7%
JCIA
403
Jackson Creek Investment Advisors
Colorado
$338K -$21.1K -375 -6%
IIA
404
IPG Investment Advisors
California
$333K +$56.4K +1,000 +19%
TRCT
405
Tower Research Capital (TRC)
New York
$331K +$281K +4,988 +416%
Bank Julius Baer & Co
406
Bank Julius Baer & Co
Switzerland
$323K -$148K -2,633 -33%
N
407
Natixis
France
$322K -$7.07M -125,380 -95%
CF
408
Centaurus Financial
California
$321K -$111K -1,970 -25%
KI
409
Kapitalo Investimentos
Brazil
$320K +$338K +5,985 New
RFC
410
Regions Financial Corp
Alabama
$319K -$1.8M -31,989 -84%
BPA
411
Beacon Pointe Advisors
California
$318K +$5.13K +91 +2%
GF
412
Gries Financial
Ohio
$316K -$33.5K -594 -9%
MYLI
413
Meiji Yasuda Life Insurance
Japan
$314K -$97K -1,720 -23%
KPWS
414
Kestra Private Wealth Services
Texas
$309K -$26.2K -464 -7%
FCA
415
FinTrust Capital Advisors
South Carolina
$305K -$3.05K -54 -0.9%
VWM
416
Venturi Wealth Management
Texas
$300K -$248K -4,406 -44%
WWM
417
Western Wealth Management
Colorado
$299K -$8.86K -157 -3%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$299K +$223K +3,956 +243%
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
$298K +$95.4K +1,691 +44%
BA
420
Bristlecone Advisors
Washington
$297K
VA
421
Vident Advisory
Georgia
$296K +$59.3K +1,051 +23%
PVM
422
Palogic Value Management
Texas
$283K +$10.9K +193 +4%
AT
423
American Trust
Kentucky
$281K +$296K +5,250 New
IAA
424
Independent Advisor Alliance
North Carolina
$272K -$235K -4,174 -45%
LFA
425
Legacy Financial Advisors
Kentucky
$271K -$564 -10 -0.2%