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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
AA
626
AlphaMark Advisors
Kentucky
$2K
AssetMark Inc
627
AssetMark Inc
California
$1.98K +$1.64K +29 +363%
JWA
628
JFS Wealth Advisors
Pennsylvania
$1.66K +$1.64K +29 +1,450%
CP
629
Castleview Partners
Texas
$1.6K +$1.13K +20 +200%
ACM
630
Anfield Capital Management
California
$1.6K +$1.69K +30 New
AF
631
Advisornet Financial
Minnesota
$1.5K +$282 +5 +22%
AIM
632
Anchor Investment Management
South Carolina
$1.34K +$1.41K +25 New
S
633
Sachetta
Massachusetts
$1.17K +$1.18K +21 New
GWSA
634
Global Wealth Strategies & Associates
Colorado
$1.07K
VF
635
VitalStone Financial
Texas
$1.07K
CJ
636
Caitlin John
Michigan
$1.02K
DF
637
Dunhill Financial
United Kingdom
$1.02K
SC
638
Solstein Capital
California
$963
PS
639
PayPay Securities
Japan
$696 -$451 -8 -38%
VWA
640
Valued Wealth Advisors
Utah
$696
SIC
641
SJS Investment Consulting
Ohio
$643 +$395 +7 +140%
VWWMG
642
Vermillion & White Wealth Management Group
Pennsylvania
$642
MFG
643
Mendota Financial Group
Wisconsin
$589 -$5.36K -95 -90%
PAI
644
Pittenger & Anderson Inc
Nebraska
$589
TWD
645
True Wealth Design
Ohio
$589 +$451 +8 +267%
CFB
646
Cullen/Frost Bankers
Texas
$589 +$620 +11 New
MLA
647
MB, Levis & Associates
Pennsylvania
$535
SJIM
648
St. Johns Investment Management
Florida
$535
PPA
649
Painted Porch Advisors
California
$482 +$508 +9 New
GJIA
650
Glass Jacobson Investment Advisors
Maryland
$428