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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
Coatue Management
26
Coatue Management
New York
$76.1M -$175M -3,108,683 -69%
First Trust Advisors
27
First Trust Advisors
Illinois
$75.4M -$52M -921,871 -40%
Charles Schwab
28
Charles Schwab
California
$70.2M +$1.16M +20,591 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$68.8M +$13.8M +244,576 +23%
Bank of America
30
Bank of America
North Carolina
$68.1M -$1.81M -32,081 -2%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$64.8M +$10.6M +188,299 +18%
Northern Trust
32
Northern Trust
Illinois
$63.4M +$1.5M +26,622 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$59.8M +$2.64M +46,816 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
34
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.9M +$53.6M +950,812 +1,277%
JP Morgan Chase
35
JP Morgan Chase
New York
$53.7M +$3.49M +61,836 +7%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$53.5M -$37.8M -669,815 -40%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$53M -$8.9M -157,747 -14%
Capital International Investors
38
Capital International Investors
California
$51.8M -$99.7M -1,767,334 -65%
Goldman Sachs
39
Goldman Sachs
New York
$51.2M -$9.88M -175,099 -15%
Legal & General Group
40
Legal & General Group
United Kingdom
$50.4M -$454K -8,056 -0.8%
PAM
41
Panagora Asset Management
Massachusetts
$49M +$6.29M +111,571 +14%
Skandinaviska Enskilda Banken (SEB)
42
Skandinaviska Enskilda Banken (SEB)
Sweden
$46.3M +$29.4M +521,292 +151%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$46.2M +$11.1M +196,917 +30%
LCM
44
Laurion Capital Management
New York
$45.4M
CCM
45
Candlestick Capital Management
Connecticut
$44.2M +$46.6M +826,893 New
Invesco
46
Invesco
Georgia
$40.8M +$11.6M +205,273 +37%
Select Equity Group
47
Select Equity Group
New York
$35.3M -$1.74M -30,830 -4%
Capital Fund Management (CFM)
48
Capital Fund Management (CFM)
France
$34.1M -$11.6M -206,470 -24%
Citigroup
49
Citigroup
New York
$33.1M +$12.1M +214,723 +53%
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$33.1M +$6.94M +122,992 +25%