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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
CFO
551
CVA Family Office
Colorado
$12.6K +$1.3K +23 +11%
ATC
552
Adirondack Trust Company
New York
$12.6K
SIS
553
Strategic Investment Solutions
Illinois
$12.5K +$12.7K +225 New
GBT
554
Grove Bank & Trust
Florida
$12.4K -$10.6K -188 -45%
CWM
555
Cedar Wealth Management
California
$11.4K
CA
556
Continuum Advisory
Idaho
$10.9K -$790 -14 -6%
CTC
557
Central Trust Company
Missouri
$10.7K -$109K -1,925 -91%
HPC
558
HM Payson & Co
Maine
$10.7K
MA
559
Montag & Associates
Georgia
$10.7K
OIA
560
Optimum Investment Advisors
Illinois
$10.7K
SA
561
SRH Advisors
Kansas
$10.7K
MSG
562
Main Street Group
Virginia
$10.2K
GA
563
GoalVest Advisory
New York
$9.68K
LI
564
LRI Investments
Florida
$9.15K +$9.64K +171 New
GWSG
565
GPS Wealth Strategies Group
Colorado
$9.04K +$1.58K +28 +20%
SAM
566
Smartleaf Asset Management
Massachusetts
$9.01K +$8.86K +157 +1,121%
NC
567
NewSquare Capital
Pennsylvania
$8.19K
PWM
568
Partnership Wealth Management
Maryland
$8.03K
PCMC
569
Planning Capital Management Corporation
Pennsylvania
$8.03K
TCM
570
Tradewinds Capital Management
Washington
$8.03K
HGERS
571
Householder Group Estate & Retirement Specialist
Arizona
$8K +$677 +12 +8%
LFG
572
Larson Financial Group
Missouri
$7.97K +$1.69K +30 +25%
PP
573
Pacifica Partners
Canada
$7.85K
OWA
574
Opal Wealth Advisors
New York
$7.54K +$7.95K +141 New
IWP
575
IAG Wealth Partners
Wisconsin
$7.49K