We are live on ! Find out more
DOCU

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
CSB
501
City State Bank
Iowa
$48.1K -$5.64K -100 -10%
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$48K +$28K +496 +125%
HNB
503
Huntington National Bank
Ohio
$47.2K -$8.12K -144 -14%
AF
504
Allworth Financial
California
$46.9K -$45.2K -801 -49%
CAS
505
Coppell Advisory Solutions
Texas
$41.1K +$43.4K +769 New
RS
506
Rakuten Securities
Japan
$39.7K -$41.2K -731 -50%
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.6K +$564 +10 +1%
WT
508
Whittier Trust
California
$38.3K
IA
509
IFP Advisors
Florida
$38.1K +$1.52K +27 +4%
GRP
510
Global Retirement Partners
California
$36.9K -$508 -9 -1%
VFA
511
Virtus Fund Advisers
Connecticut
$36.8K +$2.54K +45 +7%
MG
512
Mather Group
Illinois
$34.4K +$31.8K +564 +4,338%
TWC
513
TD Waterhouse Canada
Ontario, Canada
$33.6K -$37.9K -672 -52%
RFA
514
Register Financial Advisors
Georgia
$33.2K
NFSG
515
Newbridge Financial Services Group
Florida
$32.1K -$11.3K -200 -25%
MIFH
516
Migdal Insurance & Financial Holdings
Israel
$32K -$14.5K -257 -30%
SOW
517
State of Wyoming
Wyoming
$30.4K -$58.8K -1,042 -65%
CAL
518
Capital Advisors Ltd
Ohio
$30K
ZRP
519
Zynergy Retirement Planning
New Jersey
$29.8K +$31.4K +557 New
WWM
520
Wolff Wiese Magana
California
$29.4K -$7.28K -129 -19%
CAL
521
Capital Analysts LLC
Pennsylvania
$28K
PTC
522
Private Trust Company
Ohio
$27.6K +$16.9K +300 +140%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$27.3K +$28.2K +500 +5,000%
AWM
524
Avior Wealth Management
Nebraska
$26.8K -$2.37K -42 -8%
GLR
525
Great Lakes Retirement
Ohio
$26.8K +$28.2K +500 New