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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
BMSSC
426
B. Metzler seel. Sohn & Co
Germany
$269K +$8.29K +147 +3%
PA
427
Pinnacle Associates
New York
$268K -$91.9K -1,630 -25%
OWP
428
Obermeyer Wealth Partners
Colorado
$268K
Walleye Trading
429
Walleye Trading
New York
$268K +$282K +5,000 New
IWC
430
Integrated Wealth Concepts
Massachusetts
$267K +$846 +15 +0.3%
AP
431
Americana Partners
Texas
$266K -$24.1K -428 -8%
OAM
432
Oppenheimer Asset Management
New York
$265K +$41.8K +741 +18%
TC
433
TownSquare Capital
Utah
$263K +$277K +4,920 New
CCFM
434
Clear Creek Financial Management
Washington
$261K -$90.1K -1,598 -25%
FHA
435
Flagship Harbor Advisors
Massachusetts
$260K -$267K -4,733 -49%
BCM
436
Bourgeon Capital Management
Connecticut
$254K +$268K +4,751 New
VI
437
Vestcor Inc
New Brunswick, Canada
$247K
Allspring Global Investments
438
Allspring Global Investments
North Carolina
$246K -$28.9K -512 -10%
PP
439
Pingora Partners
Wyoming
$246K
SPC
440
Sigma Planning Corp
Michigan
$246K -$22.6K -400 -8%
CL
441
Choreo LLC
Illinois
$242K +$250K +4,426 New
KWA
442
Kingswood Wealth Advisors
California
$241K -$6.09K -108 -2%
SCM
443
Silvant Capital Management
Georgia
$239K -$3.33K -59 -1%
GAM
444
Griffin Asset Management
New York
$238K
IPW
445
Impact Partnership Wealth
Georgia
$235K +$129K +2,284 +108%
DG
446
DMC Group
Alabama
$233K +$21.3K +378 +9%
GC
447
GFG Capital
Florida
$231K
SFG
448
Sovereign Financial Group
Connecticut
$230K +$21.1K +374 +10%
TCM
449
Triumph Capital Management
Colorado
$228K +$3.38K +60 +1%
ORG
450
Optimist Retirement Group
Washington
$228K +$12.8K +227 +6%