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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
PCS
426
Personal CFO Solutions
New Jersey
$339K +$8.89K +149 +3%
CCP
427
Carmel Capital Partners
California
$339K +$17.2K +288 +5%
WWM
428
Western Wealth Management
Colorado
$338K -$2.98K -50 -0.9%
FHA
429
Flagship Harbor Advisors
Massachusetts
$336K +$1.37K +23 +0.4%
TMAM
430
Tokio Marine Asset Management
Japan
$330K +$25.4K +426 +8%
AT
431
Arden Trust
Delaware
$327K +$74.4K +1,248 +29%
NFSG
432
Newbridge Financial Services Group
Florida
$324K -$39K -653 -11%
TRCT
433
Tower Research Capital (TRC)
New York
$321K +$248K +4,157 +308%
AWM
434
Apollon Wealth Management
South Carolina
$316K +$7.4K +124 +2%
AP
435
Americana Partners
Texas
$314K -$3.4K -57 -1%
SCM
436
Silvant Capital Management
Georgia
$313K -$4.06K -68 -1%
GCP
437
GSA Capital Partners
United Kingdom
$312K -$1.24M -20,825 -80%
IA
438
Inspire Advisors
Idaho
$311K +$59.9K +1,005 +23%
RCAG
439
Rehmann Capital Advisory Group
Michigan
$306K +$48.6K +815 +18%
ESCM
440
Echo Street Capital Management
New York
$305K -$179K -3,002 -36%
UC
441
Unio Capital
New Jersey
$304K
1W
442
1776 Wealth
Georgia
$303K
RB
443
Rodgers Brothers
Pennsylvania
$301K +$14.9K +250 +5%
OWP
444
Obermeyer Wealth Partners
Colorado
$300K
CIAS
445
Capital Investment Advisory Services
North Carolina
$299K -$27.8K -466 -8%
N
446
Natixis
France
$299K -$15.6M -262,324 -98%
Brown Advisory
447
Brown Advisory
Maryland
$296K +$303K +5,084 New
BMWM
448
Brown Miller Wealth Management
Virginia
$293K -$12.3K -207 -4%
SAM
449
Stansberry Asset Management
Texas
$293K +$11.9K +200 +4%
LAI
450
Legal Advantage Investments
California
$292K +$59.6K +1,000 +25%