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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
TFA
626
Toth Financial Advisory
Virginia
$5.11K -$4.24K -80 -44%
AA
627
Addison Advisors
Vermont
$5.11K
NA
628
Nordwand Advisors
Pennsylvania
$5.11K
VAG
629
VisionPoint Advisory Group
Texas
$5.06K +$5.24K +99 New
SF
630
Safeguard Financial
Wisconsin
$5K +$5.3K +100 New
EARNEST Partners
631
EARNEST Partners
Georgia
$4.85K
GWSA
632
Global Wealth Strategies & Associates
Colorado
$4.85K
MFG
633
Mendota Financial Group
Wisconsin
$4.85K +$5.03K +95 New
TAM
634
Tucker Asset Management
Colorado
$4.6K -$530 -10 -10%
ANBT
635
American National Bank & Trust
Texas
$4.5K -$2.61M -49,311 -100%
FCAG
636
First Capital Advisors Group
New Jersey
$4.45K +$4.61K +87 New
RFG
637
RFP Financial Group
Georgia
$4.14K
ADL
638
Asset Dedication LLC
California
$4K
ME
639
McIlrath & Eck
Washington
$3.83K -$1.27K -24 -24%
CWC
640
Carolinas Wealth Consulting
North Carolina
$3.78K
CWP
641
Concord Wealth Partners
Virginia
$3.78K
EWP
642
Elevation Wealth Partners
California
$3.68K
WIM
643
Westside Investment Management
California
$3.52K
BIA
644
Bell Investment Advisors
California
$3.37K -$1.43K -27 -29%
JMF
645
Johnson Midwest Financial
Iowa
$3.12K
CAC
646
Core Alternative Capital
Georgia
$3.12K +$53 +1 +2%
BEI
647
Benjamin Edwards Inc
Missouri
$3K -$2.6K -49 -43%
BC
648
Bartlett & Co
Ohio
$3K +$2.75K +52 New
FSWA
649
Financial Synergies Wealth Advisors
Texas
$2.71K
FHA
650
First Horizon Advisors
Tennessee
$2.71K +$583 +11 +26%