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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
GEA
526
Glen Eagle Advisors
New Jersey
$117K -$7.22K -121 -6%
ECM
527
EMC Capital Management
Texas
$114K
CB
528
CNB Bank
Pennsylvania
$110K -$6.62K -111 -6%
GG
529
Gleason Group
Kentucky
$108K -$60 -1 -0.1%
CMF
530
Counterpoint Mutual Funds
California
$107K +$110K +1,840 New
HCM
531
Hollencrest Capital Management
California
$105K -$429K -7,200 -80%
MIFH
532
Migdal Insurance & Financial Holdings
Israel
$103K +$51.9K +870 +91%
BAAM
533
Baker Avenue Asset Management
California
$101K +$3.88K +65 +4%
WTC
534
WhitTier Trust Company
Nevada
$97.7K
CSB
535
City State Bank
Iowa
$95K +$25.4K +425 +35%
IGWM
536
ICA Group Wealth Management
Colorado
$85.8K -$53.1K -890 -38%
BAM
537
Belpointe Asset Management
Nevada
$85.7K +$2.56K +43 +3%
TIM
538
Tortoise Investment Management
New York
$76.5K +$18.6K +312 +31%
HI
539
Harbour Investments
Wisconsin
$71.7K -$775 -13 -1%
UB
540
UMB Bank
Missouri
$71.1K
WWM
541
Wolff Wiese Magana
California
$66.1K
RFA
542
Register Financial Advisors
Georgia
$59.5K
HIA
543
Harbor Investment Advisory
Maryland
$58.9K -$8.95K -150 -13%
AIM
544
Anchor Investment Management
South Carolina
$58.3K
PMFA
545
Plante Moran Financial Advisors
Michigan
$58.3K
AF
546
Allworth Financial
California
$58.3K +$358 +6 +0.6%
WBC
547
West Branch Capital
Massachusetts
$58.3K +$59.6K +1,000 New
CI
548
CAZ Investments
Texas
$58K
FP
549
Financial Perspectives
Minnesota
$57.2K
SN
550
Sittner & Nelson
Oregon
$55.4K