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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
CAL
576
Capital Advisors Ltd
Ohio
$33K +$17.6K +295 +109%
GRP
577
Global Retirement Partners
California
$31.9K +$23.9K +401 +148%
MCM
578
Manchester Capital Management
Vermont
$31.7K -$111K -1,862 -77%
PFBT
579
Parkside Financial Bank & Trust
Missouri
$31.5K +$418 +7 +1%
DGAM
580
Desjardins Global Asset Management
Quebec, Canada
$30K -$3.04K -51 -9%
CI Investments Inc
581
CI Investments Inc
Ontario, Canada
$30K -$1.97K -33 -6%
HIIFS
582
Harel Insurance Investments & Financial Services
Israel
$29K -$9.19K -154 -24%
GWSG
583
GPS Wealth Strategies Group
Colorado
$27K +$27.6K +463 New
HNB
584
Huntington National Bank
Ohio
$24.3K -$2.03K -34 -8%
KFP
585
KB Financial Partners
New Jersey
$24K +$24.7K +414 New
ECG
586
Edge Capital Group
Georgia
$23.8K -$5.79K -97 -19%
NSIM
587
North Star Investment Management
Illinois
$23.7K
LFG
588
Larson Financial Group
Missouri
$23.1K +$3.34K +56 +16%
POIA
589
Pin Oak Investment Advisors
Texas
$22K
IFAM
590
Institutional & Family Asset Management
Colorado
$21.7K -$1.19K -20 -5%
BLC
591
Brown, Lisle/Cummings
Rhode Island
$20.4K +$20.9K +350 New
Bessemer Group
592
Bessemer Group
New Jersey
$19K +$20K +335 New
CFO
593
CVA Family Office
Colorado
$18.9K -$1.49K -25 -7%
TWA
594
TCI Wealth Advisors
Arizona
$18.4K -$5.79K -97 -24%
CT
595
Cambridge Trust
Massachusetts
$17.5K
LS
596
Livforsakringsbolaget Skandia
Sweden
$17.5K
BWS
597
Buck Wealth Strategies
Colorado
$17.5K +$17.9K +300 New
VF
598
VitalStone Financial
Texas
$17K +$3.58K +60 +171%
QC
599
Quent Capital
New York
$16.9K -$101K -1,686 -85%
AWM
600
Avior Wealth Management
Nebraska
$16.9K -$2.98K -50 -15%