We are live on ! Find out more
DOCU

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
NRG
601
Nemes Rush Group
Michigan
$4.33K
QCG
602
Quadrant Capital Group
Ohio
$4.33K
CFGS
603
Concourse Financial Group Securities
Alabama
$4.28K -$3.1K -55 -41%
T
604
Tidemark
California
$4.23K -$1.8K -32 -29%
ME
605
McIlrath & Eck
Washington
$4.01K
AFWM
606
Abich Financial Wealth Management
Virginia
$4.01K +$1.07K +19 +34%
W
607
WealthCollab
Washington
$4.01K +$4.23K +75 New
EWP
608
Elevation Wealth Partners
California
$3.85K
BIA
609
Bell Investment Advisors
California
$3.53K +$790 +14 +27%
RWMG
610
Redwood Wealth Management Group
New Jersey
$3.21K +$3.38K +60 New
NS
611
NBC Securities
Alabama
$3K
WIA
612
Wetzel Investment Advisors
Indiana
$2.98K
UB
613
UMB Bank
Missouri
$2.84K
BCWM
614
Bartlett & Co Wealth Management
Ohio
$2.78K
CAM
615
Creekmur Asset Management
Illinois
$2.73K
BL
616
BFSG LLC
California
$2.67K
OPTFSNA
617
Old Point Trust & Financial Services N A
Virginia
$2.67K
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$2.67K +$2.82K +50 New
FHA
619
First Horizon Advisors
Tennessee
$2.57K
ATPW
620
Ashton Thomas Private Wealth
Arizona
$2.46K +$2.59K +46 New
GIA
621
GHP Investment Advisors
Colorado
$2.35K
GG
622
Gleason Group
Kentucky
$2.35K
TAM
623
Tucker Asset Management
Colorado
$2.35K +$1.13K +20 +83%
WIM
624
Westside Investment Management
California
$2.14K -$677 -12 -23%
VAG
625
VisionPoint Advisory Group
Texas
$2.03K