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DOCU

DocuSign

711 hedge funds and large institutions have $8.15B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 77.29%78.66% (+1.4%)

2% less funds holding

Funds holding: 726711 (-15)

11% less capital invested

Capital invested by funds: $9.14B → $8.15B (-$995M)

13% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 96

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less call options, than puts

Call options by funds: $594M | Put options by funds: $747M

21% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 276

Holders
711
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
11.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
219
Reduced
276
Closed
96
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
451
Ameritas Advisory Services
Nebraska
$264K -$669K -12,624 -70%
PFS
452
Prospera Financial Services
Texas
$263K -$48.2K -910 -15%
RI
453
Ridgewood Investments
New Jersey
$262K +$25.5K +482 +10%
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$23.9K +451 +10%
LAI
455
Legal Advantage Investments
California
$256K
RC
456
RBF Capital
California
$255K -$530K -10,000 -67%
OWP
457
Obermeyer Wealth Partners
Colorado
$255K -$8.1K -153 -3%
TMC
458
Trellus Management Company
Florida
$255K +$265K +5,000 New
EI
459
Ethic Inc
New York
$254K -$211K -3,983 -44%
Impax Asset Management Group
460
Impax Asset Management Group
United Kingdom
$254K +$34.1K +643 +15%
FPGK
461
Financial Partners Group (Kansas)
Kansas
$250K +$6.09K +115 +2%
BMSSC
462
B. Metzler seel. Sohn & Co
Germany
$249K -$134K -2,537 -34%
VI
463
Vestcor Inc
New Brunswick, Canada
$242K
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$241K -$217K -4,101 -47%
1W
465
1776 Wealth
Georgia
$240K -$26.5K -500 -10%
Lido Advisors
466
Lido Advisors
California
$240K -$300K -5,663 -55%
Group One Trading
467
Group One Trading
Illinois
$239K -$1.05M -19,831 -81%
CWA
468
Canvas Wealth Advisors
Kansas
$234K +$240K +4,524 New
O
469
Ossiam
France
$234K +$136K +2,561 +126%
GSIAS
470
Garden State Investment Advisory Services
New Jersey
$232K +$240K +4,532 New
LG
471
LaFleur & Godfrey
Michigan
$230K -$530 -10 -0.2%
SPC
472
Sigma Planning Corp
Michigan
$230K -$212 -4 -0.1%
SFG
473
Sovereign Financial Group
Connecticut
$229K +$40.4K +763 +21%
GAM
474
Griffin Asset Management
New York
$227K
BPA
475
Beacon Pointe Advisors
California
$221K -$90.8K -1,714 -28%