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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
AF
626
Advisornet Financial
Minnesota
$9.27K -$1.97K -33 -17%
DWMG
627
DB Wealth Management Group
California
$9.21K
NC
628
NewSquare Capital
Pennsylvania
$9.21K
CT
629
Colonial Trust
South Carolina
$9.16K
TFGT
630
TS Financial Group (TSFG)
Illinois
$9K -$2.98K -50 -24%
CA
631
Clearstead Advisors
Ohio
$8.74K
TFP
632
Tilia Fiduciary Partners
North Carolina
$8.45K
PP
633
Pacifica Partners
Canada
$8.15K +$5.96K +100 +222%
CCA
634
Column Capital Advisors
Indiana
$8.1K
AJ
635
Ashburton (Jersey)
Jersey
$8K
FMP
636
Financial Management Professionals
Texas
$8K +$7.7K +129 New
Commonwealth Equity Services
637
Commonwealth Equity Services
Massachusetts
$7.95K -$644K -10,789 -7%
SCA
638
Stonebridge Capital Advisors
Minnesota
$7.7K
Jones Financial Companies
639
Jones Financial Companies
Missouri
$7.52K +$6.62K +111 +617%
ACM
640
Antonetti Capital Management
Florida
$7.46K
OC
641
Oakworth Capital
Alabama
$7.4K +$5.19K +87 +218%
BEI
642
Benjamin Edwards Inc
Missouri
$7K -$14.4K -241 -68%
TWM
643
Tradition Wealth Management
Minnesota
$7K +$298 +5 +4%
SIC
644
Salem Investment Counselors
North Carolina
$6.94K
RWPA
645
Richard W. Paul & Associates
Michigan
$6.71K
Fifth Third Bancorp
646
Fifth Third Bancorp
Ohio
$6.65K +$6.08K +102 +850%
CFB
647
Cullen/Frost Bankers
Texas
$6.53K +$1.85K +31 +38%
AIC
648
Archer Investment Corporation
Indiana
$6.41K
PP
649
PFS Partners
New Jersey
$6.12K
AA
650
Addison Advisors
Vermont
$5.83K