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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
RA
526
Rise Advisors
New York
$26.5K
BTC
527
Bank & Trust Company
Illinois
$23.7K +$25K +443 New
LC
528
Lindbrook Capital
California
$23.5K +$790 +14 +3%
NSIM
529
North Star Investment Management
Illinois
$21.7K
GI
530
Gradient Investments
Minnesota
$21.7K
CPG
531
Cornerstone Planning Group
New Jersey
$21.6K
AGWCA
532
Annis Gardner Whiting Capital Advisors
Florida
$20.6K +$21.7K +385 New
AA
533
Ancora Advisors
Ohio
$20.6K
PLU
534
Performa Ltd (US)
South Carolina
$19.3K
TSWM
535
Tyler-Stone Wealth Management
Ohio
$19K
IC
536
Innealta Capital
Texas
$18K +$19K +337 New
IFAM
537
Institutional & Family Asset Management
Colorado
$17.9K -$395 -7 -2%
QC
538
Quent Capital
New York
$17.8K
LS
539
Livforsakringsbolaget Skandia
Sweden
$16.1K
SN
540
Sittner & Nelson
Oregon
$16.1K
NI
541
NCP Inc
California
$16.1K +$5.64K +100 +50%
SC
542
Swan Capital
Florida
$16.1K +$16.9K +300 New
WWP
543
WR Wealth Planners
Missouri
$15K -$4.12K -73 -21%
HFS
544
Hantz Financial Services
Michigan
$15K -$31.4K -556 -66%
AWM
545
Activest Wealth Management
Florida
$14.4K
CWM
546
CarsonAllaria Wealth Management
Illinois
$13.6K
CB
547
CNB Bank
Pennsylvania
$13.2K -$30.1K -534 -68%
GI
548
GAMMA Investing
California
$13K +$6.54K +116 +91%
PA
549
PSI Advisors
Florida
$12.8K
GEA
550
Glen Eagle Advisors
New Jersey
$12.8K -$733 -13 -5%