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DOCU

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
VNA
551
Valley National Advisers
Pennsylvania
$53K +$62.9K +1,054 New
WT
552
Whittier Trust
California
$52.4K -$1.01K -17 -2%
GCM
553
Gables Capital Management
Florida
$51K -$25.5K -427 -33%
HFM
554
Harvest Fund Management
China
$51K -$160K -2,689 -75%
MA
555
Montag & Associates
Georgia
$49.6K -$418 -7 -0.8%
GI
556
Gradient Investments
Minnesota
$49.1K -$1.97K -33 -4%
IA
557
IFP Advisors
Florida
$46.1K -$91K -1,525 -63%
RA
558
Rise Advisors
New York
$44.8K
SS
559
Sunbelt Securities
Texas
$44.6K +$47.1K +789 New
WT
560
Washington Trust
Rhode Island
$44.3K
QL
561
Quarry LP
New York
$43K +$21.5K +361 +96%
AA
562
Ancora Advisors
Ohio
$42.6K +$7.63K +128 +21%
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K +$5.73K +96 +15%
QCG
564
Quadrant Capital Group
Ohio
$41.9K -$12K -202 -22%
MHR
565
Matthew Hamilton Rosenberg
$41.7K
TWC
566
TD Waterhouse Canada
Ontario, Canada
$40.8K -$1.93M -32,280 -98%
LC
567
Lindbrook Capital
California
$38.9K -$3.58K -60 -8%
EI
568
Ellevest Inc
New York
$36.8K -$3.82K -64 -9%
PLU
569
Performa Ltd (US)
South Carolina
$36.4K -$43.2K -725 -54%
First Manhattan
570
First Manhattan
New York
$36.4K -$1.49K -25 -4%
HI
571
Horizon Investments
North Carolina
$35.7K +$36.6K +613 New
CMBA
572
C.M. Bidwell & Associates
Hawaii
$35K +$35.8K +600 New
PTC
573
Private Trust Company
Ohio
$34K +$28.9K +484 +484%
VCM
574
Versant Capital Management
Arizona
$34K +$23.3K +391 +204%
CHC
575
City Holding Co
West Virginia
$33.1K