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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
MFAM
451
Motley Fool Asset Management
Virginia
$227K +$8.74K +155 +4%
UAG
452
United Advisor Group
Ohio
$221K
SFG
453
Synergy Financial Group
California
$220K +$18.7K +331 +9%
CF
454
Corebridge Financial
Texas
$216K +$228K +4,041 New
SC
455
Skylands Capital
Wisconsin
$214K
AAP
456
Arax Advisory Partners
Colorado
$210K +$217K +3,846 +4,868%
BCV
457
Banque Cantonale Vaudoise
Switzerland
$208K -$2.05M -36,341 -90%
CSPIA
458
Cary Street Partners Investment Advisory
Virginia
$207K +$9.81K +174 +5%
CAM
459
Claret Asset Management
Quebec, Canada
$204K +$215K +3,819 New
AFG
460
Atomi Financial Group
New York
$204K +$215K +3,811 New
TSS
461
Two Sigma Securities
New York
$204K +$215K +3,806 New
SI
462
Stephens Inc
Arkansas
$203K +$15.3K +271 +8%
AIM
463
Aspen Investment Management
Michigan
$201K -$3.33K -59 -2%
O
464
Ossiam
France
$195K +$6.99K +124 +4%
GWM
465
Geneos Wealth Management
Colorado
$186K +$1.41K +25 +0.7%
MSE
466
MUFG Securities EMEA
United Kingdom
$183K -$397K -7,040 -67%
SS
467
Sunbelt Securities
Texas
$183K
TLCM
468
Twin Lakes Capital Management
California
$175K
Simplex Trading
469
Simplex Trading
Illinois
$172K -$38.2K -677 -17%
RFM
470
Royal Fund Management
Florida
$171K +$22.6K +400 +14%
US Bancorp
471
US Bancorp
Minnesota
$169K -$62.4K -1,107 -26%
FFA
472
Farther Finance Advisors
California
$168K -$7.56K -134 -4%
C
473
Covestor
United Kingdom
$167K +$44.6K +790 +34%
KOCAA
474
Knights of Columbus Asset Advisors
Connecticut
$162K
Mirae Asset Global Investments
475
Mirae Asset Global Investments
South Korea
$161K +$172K +3,053 New