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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
VFA
476
Valeo Financial Advisors
Indiana
$221K +$15.1K +285 +7%
GWM
477
Geneos Wealth Management
Colorado
$220K -$22.1K -417 -9%
SAM
478
Silverhawk Asset Management
Arizona
$217K
BM
479
Brandywine Managers
Delaware
$215K
SFI
480
Siemens Fonds Invest
Germany
$211K
BFEC
481
Benjamin F. Edwards & Company
Missouri
$211K -$477 -9 -0.2%
PWM
482
Purus Wealth Management
California
$207K -$12.7K -240 -6%
Nisa Investment Advisors
483
Nisa Investment Advisors
Missouri
$206K -$809K -15,270 -79%
WCM
484
Wallace Capital Management
Texas
$204K +$212K +4,000 New
IWM
485
IHT Wealth Management
Illinois
$203K -$34.7K -655 -14%
KWM
486
Kingsview Wealth Management
Oregon
$202K -$662K -12,498 -76%
CTC
487
Central Trust Company
Missouri
$201K
EWA
488
EverSource Wealth Advisors
Alabama
$193K -$45.2K -854 -18%
AIG
489
American International Group
New York
$192K +$43.5K +822 +28%
BCV
490
Banque Cantonale Vaudoise
Switzerland
$184K
CP
491
Castleview Partners
Texas
$180K +$53K +1,000 +40%
TLCM
492
Twin Lakes Capital Management
California
$169K
SWM
493
Spire Wealth Management
Virginia
$167K -$67.2K -1,268 -28%
MAWCM
494
Mine & Arao Wealth Creation & Management
California
$157K +$13.2K +250 +9%
KOCAA
495
Knights of Columbus Asset Advisors
Connecticut
$154K
GTAM
496
Global Trust Asset Management
Florida
$154K +$106 +2 +0.1%
DCM
497
Dupont Capital Management
Delaware
$153K -$18K -340 -10%
S
498
SignatureFD
Georgia
$134K -$78.2K -1,476 -36%
CMF
499
Counterpoint Mutual Funds
California
$123K +$30.2K +571 +31%
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$114K