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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
SW
476
SVB Wealth
Massachusetts
$248K -$28.4K -476 -10%
JWCA
477
J.W. Cole Advisors
Florida
$248K +$254K +4,251 New
SAM
478
Silverhawk Asset Management
Arizona
$247K
BM
479
Brandywine Managers
Delaware
$246K
AS
480
AM Squared
Hong Kong
$245K +$83.5K +1,400 +50%
SFI
481
Siemens Fonds Invest
Germany
$242K
BFEC
482
Benjamin F. Edwards & Company
Missouri
$242K -$17.2K -288 -6%
S
483
SignatureFD
Georgia
$239K -$49.1K -824 -17%
SM
484
Sciencast Management
New Jersey
$239K +$295K +4,939 New
GBWM
485
Granite Bay Wealth Management
New Hampshire
$239K +$1.07K +18 +0.4%
VFA
486
Valeo Financial Advisors
Indiana
$236K -$3.52K -59 -1%
MA
487
Modus Advisors
Minnesota
$234K
YIH
488
Y-Intercept (HK)
Hong Kong
$232K -$1.98M -33,244 -89%
CCFM
489
Clear Creek Financial Management
Washington
$232K -$8.35K -140 -3%
NYLIM
490
New York Life Investment Management
New York
$231K -$1.73M -28,981 -88%
CTC
491
Central Trust Company
Missouri
$229K
CG
492
Clarus Group
Texas
$227K
LNC
493
Lincoln National Corp
Pennsylvania
$227K +$232K +3,893 New
HI
494
Hudock Inc
Pennsylvania
$225K -$22.1K -371 -9%
GL
495
Graypoint LLC
New York
$225K +$230K +3,857 New
DG
496
DMC Group
Alabama
$219K +$225K +3,778 New
IWA
497
IVC Wealth Advisors
Pennsylvania
$219K
CF
498
Cantor Fitzgerald
New York
$219K
SFG
499
Sovereign Financial Group
Connecticut
$217K +$222K +3,714 New
MGP
500
Metis Global Partners
California
$213K +$218K +3,657 New