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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
VSQM
476
V-Square Quantitative Management
Illinois
$152K +$32.8K +582 +26%
BFEC
477
Benjamin F. Edwards & Company
Missouri
$152K -$22.3K -395 -12%
PMAM
478
Picton Mahoney Asset Management
Ontario, Canada
$150K +$157K +2,786 New
RIM
479
Rakuten Investment Management
Japan
$149K +$59.8K +1,060 +60%
PA
480
Parallel Advisors
California
$133K -$203K -3,604 -59%
CI
481
CAZ Investments
Texas
$107K
A
482
Allianz
Germany
$107K -$31.8K -563 -22%
PS
483
Principal Securities
Iowa
$89.2K -$12.9K -228 -12%
S
484
SignatureFD
Georgia
$86.6K -$7.33K -130 -7%
EWA
485
EverSource Wealth Advisors
Alabama
$85.7K +$14.8K +263 +21%
VCM
486
Versant Capital Management
Arizona
$76.7K +$47.5K +843 +143%
WTC
487
WhitTier Trust Company
Nevada
$74.5K +$1.3K +23 +2%
CMBA
488
C.M. Bidwell & Associates
Hawaii
$73.8K
TSMHT
489
Thurston Springer Miller Herd & Titak
Indiana
$72.4K +$76.4K +1,354 New
HI
490
Horizon Investments
North Carolina
$72.1K +$8.69K +154 +13%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$64.1K -$29.7K -526 -31%
FPF
492
First Pacific Financial
Washington
$58.4K
GTAM
493
Global Trust Asset Management
Florida
$58.2K
CA
494
Clearstead Advisors
Ohio
$54.2K -$8.52K -151 -13%
HIA
495
Harbor Investment Advisory
Maryland
$54.1K +$113 +2 +0.2%
WTG
496
West Tower Group
Virginia
$53.5K -$28.2K -500 -33%
QL
497
Quarry LP
New York
$52.9K +$55.8K +989 New
HI
498
Harbour Investments
Wisconsin
$52.6K +$4.63K +82 +9%
FP
499
Financial Perspectives
Minnesota
$52.5K
NC
500
nVerses Capital
Florida
$48.1K +$50.8K +900 New