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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
AAP
601
Arax Advisory Partners
Colorado
$16.8K
RTC
602
Riverview Trust Company
Washington
$14.8K
FFA
603
Farther Finance Advisors
California
$14.3K +$418 +7 +3%
PA
604
PSI Advisors
Florida
$13.9K
ATC
605
Adirondack Trust Company
New York
$13.7K
CWM
606
CarsonAllaria Wealth Management
Illinois
$13.2K -$1.79K -30 -12%
AWM
607
Activest Wealth Management
Florida
$12.9K +$13.7K +229 New
WP
608
WealthPLAN Partners
Nebraska
$12.8K +$13.1K +219 New
CWM
609
Cedar Wealth Management
California
$12.5K
IWP
610
IAG Wealth Partners
Wisconsin
$12.2K +$4.17K +70 +50%
C
611
Covestor
United Kingdom
$12K -$179 -3 -1%
SA
612
SRH Advisors
Kansas
$12K
HPC
613
HM Payson & Co
Maine
$11.7K
OIA
614
Optimum Investment Advisors
Illinois
$11.7K
SIS
615
Strategic Investment Solutions
Illinois
$11.7K +$11.9K +200 New
CA
616
Crewe Advisors
Utah
$11.6K -$1.07K -18 -8%
TCM
617
Tradewinds Capital Management
Washington
$11.1K
HIM
618
Hillsdale Investment Management
Ontario, Canada
$11.1K +$11.3K +190 New
FRA
619
Front Row Advisors
California
$11K
GA
620
GoalVest Advisory
New York
$10.6K -$239K -4,013 -96%
TFA
621
Toth Financial Advisory
Virginia
$10.5K +$4.77K +80 +80%
CFGS
622
Concourse Financial Group Securities
Alabama
$10.4K +$1.49K +25 +16%
BWA
623
BDO Wealth Advisors
Florida
$10.1K +$895 +15 +9%
Simplex Trading
624
Simplex Trading
Illinois
$10K -$2.19M -36,732 -100%
GWS
625
Glassman Wealth Services
Virginia
$9.91K