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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
NA
651
Nordwand Advisors
Pennsylvania
$5.83K +$5.96K +100 New
TAM
652
Tucker Asset Management
Colorado
$5.83K +$5.96K +100 New
ME
653
McIlrath & Eck
Washington
$5.77K -$1.31K -22 -18%
APC
654
Aspire Private Capital
North Carolina
$5.6K +$239 +4 +4%
EARNEST Partners
655
EARNEST Partners
Georgia
$5.54K
GWSA
656
Global Wealth Strategies & Associates
Colorado
$5.54K
MIM
657
Macroview Investment Management
Maryland
$5.54K
BIA
658
Bell Investment Advisors
California
$5.42K -$1.13K -19 -17%
ADL
659
Asset Dedication LLC
California
$5K
RFG
660
RFP Financial Group
Georgia
$4.72K
BWM
661
Baystate Wealth Management
Massachusetts
$4.43K
CWP
662
Concord Wealth Partners
Virginia
$4.31K -$358 -6 -8%
HWM
663
HighMark Wealth Management
Minnesota
$4.31K
CWC
664
Carolinas Wealth Consulting
North Carolina
$4.31K +$4.41K +74 New
EWP
665
Elevation Wealth Partners
California
$4.2K +$4.29K +72 New
WIM
666
Westside Investment Management
California
$4.02K
BFA
667
BBJS Financial Advisors
Washington
$3.87K -$662K -11,096 -99%
BBHC
668
Brown Brothers Harriman & Co
New York
$3.67K +$3.76K +63 New
TWD
669
True Wealth Design
Ohio
$3.56K
JMF
670
Johnson Midwest Financial
Iowa
$3.56K
CAC
671
Core Alternative Capital
Georgia
$3.5K +$2.09K +35 +140%
FSWA
672
Financial Synergies Wealth Advisors
Texas
$3.09K
BAM
673
Baldrige Asset Management
Pennsylvania
$3K +$2.68K +45 New
National Pension Service
674
National Pension Service
South Korea
$3K -$920K -15,430 -100%
AAG
675
Armstrong Advisory Group
Massachusetts
$2.97K