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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
WSFS
501
Wilmington Savings Fund Society
Delaware
$213K +$218K +3,650 New
BCV
502
Banque Cantonale Vaudoise
Switzerland
$211K -$10.4K -175 -5%
MMPW
503
Mitchell McLeod Pugh & Williams
Alabama
$208K +$213K +3,571 New
PVM
504
Palogic Value Management
Texas
$207K +$212K +3,555 New
C
505
Certuity
Florida
$207K +$212K +3,551 New
TA
506
Tectonic Advisors
Texas
$207K -$6.32K -106 -3%
BEW
507
Burton Enright Welch
California
$204K +$209K +3,499 New
BFM
508
Boothbay Fund Management
New York
$204K -$55.9K -937 -21%
SFG
509
Synergy Financial Group
California
$203K +$208K +3,489 New
FFN
510
Focus Financial Network
Minnesota
$203K +$208K +3,481 New
KFA
511
Kapstone Financial Advisors
Ohio
$200K +$2.09K +35 +1%
DCM
512
Dupont Capital Management
Delaware
$194K -$782K -13,115 -80%
TLCM
513
Twin Lakes Capital Management
California
$193K
Point72 Asset Management
514
Point72 Asset Management
Connecticut
$176K +$180K +3,026 New
KOCAA
515
Knights of Columbus Asset Advisors
Connecticut
$176K
GTAM
516
Global Trust Asset Management
Florida
$176K +$23.9K +400 +15%
AIG
517
American International Group
New York
$171K -$5.13K -86 -3%
HGERS
518
Householder Group Estate & Retirement Specialist
Arizona
$171K +$174K +2,925 New
MC
519
Machina Capital
France
$169K +$173K +2,900 New
MAWCM
520
Mine & Arao Wealth Creation & Management
California
$165K
WWP
521
WR Wealth Planners
Missouri
$162K +$47.2K +792 +40%
CP
522
Castleview Partners
Texas
$147K +$1.31K +22 +0.9%
CSPIA
523
Cary Street Partners Investment Advisory
Virginia
$130K +$43.5K +730 +49%
OAM
524
Ostrum Asset Management
France
$124K +$126K +2,120 New
O
525
Ossiam
France
$118K +$9.48K +159 +9%