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DOCU

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
WP
601
WealthPLAN Partners
Nebraska
$8.58K -$2.7K -51 -23%
GWS
602
Glassman Wealth Services
Virginia
$8.43K -$265 -5 -3%
CT
603
Colonial Trust
South Carolina
$8.3K
BWA
604
BDO Wealth Advisors
Florida
$8.07K -$794 -15 -9%
DWMG
605
DB Wealth Management Group
California
$8.07K
NC
606
NewSquare Capital
Pennsylvania
$8.07K
TFGT
607
TS Financial Group (TSFG)
Illinois
$8K
CA
608
Clearstead Advisors
Ohio
$7.66K
CTA
609
Colonial Trust Advisors
South Carolina
$7.66K +$7.94K +150 New
AF
610
Advisornet Financial
Minnesota
$7.56K -$583 -11 -7%
TFP
611
Tilia Fiduciary Partners
North Carolina
$7.41K
PP
612
Pacifica Partners
Canada
$7.38K
IWP
613
IAG Wealth Partners
Wisconsin
$7.15K -$3.71K -70 -33%
CCA
614
Column Capital Advisors
Indiana
$7.1K
SFCL
615
Strengthening Families & Communities LLC
Massachusetts
$7K -$212 -4 -3%
AJ
616
Ashburton (Jersey)
Jersey
$7K
FMP
617
Financial Management Professionals
Texas
$7K
TWM
618
Tradition Wealth Management
Minnesota
$7K +$1.27K +24 +21%
WTG
619
West Tower Group
Virginia
$6.69K +$6.94K +131 New
ACM
620
Antonetti Capital Management
Florida
$6.54K
CPG
621
Cornerstone Planning Group
New Jersey
$6.49K +$6.73K +127 New
FRA
622
Front Row Advisors
California
$6K -$3.65K -69 -38%
RWPA
623
Richard W. Paul & Associates
Michigan
$5.88K
PP
624
PFS Partners
New Jersey
$5.37K
BWS
625
Buck Wealth Strategies
Colorado
$5.11K -$10.6K -200 -67%