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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
PLU
551
Performa Ltd (US)
South Carolina
$28.1K -$3.97K -75 -12%
MCM
552
Manchester Capital Management
Vermont
$28K +$212 +4 +0.7%
PFBT
553
Parkside Financial Bank & Trust
Missouri
$26.9K -$794 -15 -3%
KFP
554
KB Financial Partners
New Jersey
$26K +$4.82K +91 +22%
AA
555
Ancora Advisors
Ohio
$25.9K -$11.9K -225 -31%
FIA
556
FNY Investment Advisers
New York
$25K +$26.5K +500 New
HIIFS
557
Harel Insurance Investments & Financial Services
Israel
$23K -$1.7K -32 -7%
GCM
558
Gables Capital Management
Florida
$22.5K -$23K -435 -50%
TWC
559
TD Waterhouse Canada
Ontario, Canada
$21.8K -$14.5K -274 -40%
NSIM
560
North Star Investment Management
Illinois
$20.7K
WWP
561
WR Wealth Planners
Missouri
$20.6K -$126K -2,371 -85%
HNB
562
Huntington National Bank
Ohio
$20.5K -$794 -15 -4%
GEA
563
Glen Eagle Advisors
New Jersey
$20.5K -$85.3K -1,611 -80%
QCG
564
Quadrant Capital Group
Ohio
$20.4K -$16.8K -318 -44%
POIA
565
Pin Oak Investment Advisors
Texas
$19K
AWM
566
Avior Wealth Management
Nebraska
$18.9K +$4.24K +80 +28%
IFAM
567
Institutional & Family Asset Management
Colorado
$18.6K -$371 -7 -2%
QL
568
Quarry LP
New York
$18.3K -$20K -378 -51%
C
569
Covestor
United Kingdom
$18K +$8.05K +152 +75%
BLC
570
Brown, Lisle/Cummings
Rhode Island
$17.9K
Lazard Asset Management
571
Lazard Asset Management
New York
$17K -$9.96M -187,987 -100%
GWSG
572
GPS Wealth Strategies Group
Colorado
$16.9K -$7.04K -133 -29%
LFG
573
Larson Financial Group
Missouri
$16.7K -$3.65K -69 -17%
MIM
574
Macroview Investment Management
Maryland
$16.3K +$11.9K +224 +236%
CT
575
Cambridge Trust
Massachusetts
$15.3K