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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
ETC
576
Exchange Traded Concepts
Oklahoma
$7.38K -$361K -6,396 -98%
OP
577
ORG Partners
Indiana
$7.22K +$7.39K +131 New
FMP
578
Financial Management Professionals
Texas
$7K
SFCL
579
Strengthening Families & Communities LLC
Massachusetts
$7K +$7.11K +126 New
AJ
580
Ashburton (Jersey)
Jersey
$7K +$7.5K +133 New
MIM
581
Macroview Investment Management
Maryland
$6.79K
ADL
582
Asset Dedication LLC
California
$6.53K +$3.89K +69 +130%
SIC
583
Salem Investment Counselors
North Carolina
$6.31K
SWM
584
Spire Wealth Management
Virginia
$6.15K -$68.8K -1,220 -91%
BTI
585
Blue Trust Inc
Georgia
$6.07K +$5.75K +102 New
SWS
586
SYSTM Wealth Solutions
Illinois
$6.05K
CTA
587
Colonial Trust Advisors
South Carolina
$5.88K -$2.88K -51 -32%
BWL
588
Bogart Wealth LLC
Virginia
$5.78K -$7.39K -131 -55%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$5.72K +$902 +16 +18%
PP
590
PFS Partners
New Jersey
$5.62K
AA
591
Addison Advisors
Vermont
$5.35K
NA
592
Nordwand Advisors
Pennsylvania
$5.35K
RIL
593
Rothschild Investment LLC
Illinois
$5.35K
TFIPS
594
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.35K
PWMG
595
Private Wealth Management Group
New Jersey
$5.3K -$169 -3 -3%
VNA
596
Valley National Advisers
Pennsylvania
$5K -$564 -10 -8%
TFGT
597
TS Financial Group (TSFG)
Illinois
$5K
AW
598
Avion Wealth
Texas
$5K +$5.13K +91 +1,011%
IGWM
599
ICA Group Wealth Management
Colorado
$4.82K -$22.6K -400 -82%
HCM
600
Hollencrest Capital Management
California
$4.82K