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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
TSS
451
Two Sigma Securities
New York
$287K -$4.45M -74,635 -94%
WAG
452
Wallace Advisory Group
California
$284K +$291K +4,872 New
KI
453
Kula Investments
Illinois
$280K +$287K +4,805 New
FTDI
454
First Trust Direct Indexing
Massachusetts
$279K +$27.9K +467 +11%
FPGK
455
Financial Partners Group (Kansas)
Kansas
$277K -$3.28K -55 -1%
VI
456
Vestcor Inc
New Brunswick, Canada
$276K
GWM
457
Geneos Wealth Management
Colorado
$276K -$10.9K -182 -4%
KeyBank National Association
458
KeyBank National Association
Ohio
$275K -$284K -4,766 -50%
NA
459
NewEdge Advisors
Louisiana
$275K -$86.3K -1,447 -24%
Pzena Investment Management
460
Pzena Investment Management
New York
$274K +$280K +4,697 New
SSA
461
Schonfeld Strategic Advisors
New York
$272K -$5.91M -99,110 -96%
RI
462
Ridgewood Investments
New Jersey
$271K +$28K +470 +11%
IWM
463
IHT Wealth Management
Illinois
$270K -$5.37K -90 -2%
BAMF
464
BI Asset Management Fondsmaeglerselskab
Denmark
$270K +$27.5K +461 +11%
EWA
465
EverSource Wealth Advisors
Alabama
$270K +$46.7K +783 +20%
QCM
466
Qsemble Capital Management
New York
$268K +$274K +4,600 New
SWM
467
Spire Wealth Management
Virginia
$265K +$102K +1,708 +60%
LG
468
LaFleur & Godfrey
Michigan
$263K -$65K -1,090 -19%
SPC
469
Sigma Planning Corp
Michigan
$263K +$269K +4,508 New
GAM
470
Griffin Asset Management
New York
$259K
CAM
471
Cresset Asset Management
Illinois
$257K -$101K -1,697 -28%
NFC
472
Northeast Financial Consultants
Connecticut
$256K +$262K +4,390 New
Impax Asset Management Group
473
Impax Asset Management Group
United Kingdom
$253K +$8.29K +139 +3%
QI
474
Qtron Investments
Massachusetts
$251K +$256K +4,298 New
PWM
475
Purus Wealth Management
California
$251K -$14K -234 -5%