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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
LS
576
Livforsakringsbolaget Skandia
Sweden
$15.3K
Bessemer Group
577
Bessemer Group
New Jersey
$15K -$2.65K -50 -15%
SSG
578
Summit Securities Group
New York
$15K +$15.9K +300 New
CI Investments Inc
579
CI Investments Inc
Ontario, Canada
$14K -$12.8K -241 -46%
QC
580
Quent Capital
New York
$13.9K -$900 -17 -6%
CFO
581
CVA Family Office
Colorado
$13.6K -$3.07K -58 -18%
RTC
582
Riverview Trust Company
Washington
$13K
ATC
583
Adirondack Trust Company
New York
$12.6K
PA
584
PSI Advisors
Florida
$12.2K
SA
585
SRH Advisors
Kansas
$11.7K
BWM
586
Baystate Wealth Management
Massachusetts
$11.5K +$7.89K +149 +196%
SIS
587
Strategic Investment Solutions
Illinois
$11.4K
CWM
588
CarsonAllaria Wealth Management
Illinois
$11.4K -$159 -3 -1%
CWM
589
Cedar Wealth Management
California
$10.9K
TWP
590
TFO Wealth Partners
Ohio
$10.7K +$11.1K +209 New
SVCP
591
Silicon Valley Capital Partners
California
$10.4K +$10.8K +204 New
MA
592
Montag & Associates
Georgia
$10.2K -$34.4K -650 -76%
HPC
593
HM Payson & Co
Maine
$10.2K
OIA
594
Optimum Investment Advisors
Illinois
$10.2K
SIC
595
Salem Investment Counselors
North Carolina
$9.86K +$3.92K +74 +62%
TCM
596
Tradewinds Capital Management
Washington
$9.71K
GA
597
GoalVest Advisory
New York
$9.25K
AAP
598
Arax Advisory Partners
Colorado
$9.15K -$5.77K -109 -38%
CFGS
599
Concourse Financial Group Securities
Alabama
$9.14K
SCA
600
Stonebridge Capital Advisors
Minnesota
$8.94K +$2.28K +43 +33%