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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
UB
526
UMB Bank
Missouri
$50.8K -$11.9K -225 -18%
FP
527
Financial Perspectives
Minnesota
$50.1K
SN
528
Sittner & Nelson
Oregon
$48.5K
CAS
529
Coppell Advisory Solutions
Texas
$47.1K +$48.7K +919 New
MIFH
530
Migdal Insurance & Financial Holdings
Israel
$46K -$48.8K -921 -50%
WT
531
Whittier Trust
California
$45.9K
OP
532
ORG Partners
Indiana
$45.2K +$47K +888 New
IA
533
IFP Advisors
Florida
$45.1K -$1.59K -30 -3%
HI
534
Horizon Investments
North Carolina
$44K +$13.2K +249 +41%
NRG
535
Nemes Rush Group
Michigan
$43.3K +$44.9K +848 New
PTC
536
Private Trust Company
Ohio
$40.2K +$10.8K +203 +35%
WT
537
Washington Trust
Rhode Island
$38.8K
BCMLT
538
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.8K
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$36.7K -$31.9M -603,105 -100%
TSWM
540
Tyler-Stone Wealth Management
Ohio
$36K +$37.3K +705 New
CMBA
541
C.M. Bidwell & Associates
Hawaii
$35.1K +$4.61K +87 +15%
FFA
542
Farther Finance Advisors
California
$33.9K +$22.2K +419 +171%
RA
543
Rise Advisors
New York
$33K -$6.46K -122 -16%
GRP
544
Global Retirement Partners
California
$32.5K -$1.85K -35 -5%
DGAM
545
Desjardins Global Asset Management
Quebec, Canada
$31.4K +$5.4K +102 +20%
BBHC
546
Brown Brothers Harriman & Co
New York
$31.3K +$29.1K +550 +873%
AF
547
Allworth Financial
California
$31.2K -$20.7K -390 -39%
LC
548
Lindbrook Capital
California
$30.2K -$4.03K -76 -11%
VCM
549
Versant Capital Management
Arizona
$30.1K +$371 +7 +1%
CAL
550
Capital Advisors Ltd
Ohio
$29K -$424 -8 -1%