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DOCU

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
OAM
501
Ostrum Asset Management
France
$108K +$53 +1 +0%
GG
502
Gleason Group
Kentucky
$94.8K
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$92K +$95.3K +1,800 New
GI
504
Gradient Investments
Minnesota
$84.5K +$42.9K +810 +96%
CSB
505
City State Bank
Iowa
$83K
Pacer Advisors
506
Pacer Advisors
Pennsylvania
$80.4K +$83.4K +1,574 New
OCM
507
Osterweis Capital Management
California
$76.6K +$79.4K +1,500 New
WTC
508
WhitTier Trust Company
Nevada
$75.1K -$11K -207 -12%
CB
509
CNB Bank
Pennsylvania
$74.2K -$22.9K -432 -23%
UM
510
UniSuper Management
Australia
$71.5K +$74.1K +1,400 New
SS
511
Sunbelt Securities
Texas
$71.4K +$32.3K +609 +77%
TIM
512
Tortoise Investment Management
New York
$67K
Allspring Global Investments
513
Allspring Global Investments
North Carolina
$65.9K -$510K -9,634 -88%
VSQM
514
V-Square Quantitative Management
Illinois
$63.9K +$66.2K +1,250 New
IGWM
515
ICA Group Wealth Management
Colorado
$62.9K -$12.7K -240 -16%
HI
516
Harbour Investments
Wisconsin
$60K -$2.91K -55 -4%
WWM
517
Wolff Wiese Magana
California
$57.9K
FPF
518
First Pacific Financial
Washington
$55.8K +$57.8K +1,092 New
TRCT
519
Tower Research Capital (TRC)
New York
$55.7K -$234K -4,414 -80%
HCM
520
Hollencrest Capital Management
California
$55.7K -$37.5K -709 -39%
RFA
521
Register Financial Advisors
Georgia
$52.1K
VNA
522
Valley National Advisers
Pennsylvania
$52K -$2.33K -44 -4%
HIA
523
Harbor Investment Advisory
Maryland
$52K +$371 +7 +0.7%
PMFA
524
Plante Moran Financial Advisors
Michigan
$51.1K
CI
525
CAZ Investments
Texas
$51K