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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
BCWM
651
Bartlett & Co Wealth Management
Ohio
$2.66K +$2.75K +52 New
AAG
652
Armstrong Advisory Group
Massachusetts
$2.61K
LWANC
653
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.56K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$2.45K +$424 +8 +20%
SJIM
655
St. Johns Investment Management
Florida
$2.4K
OC
656
Oakworth Capital
Alabama
$2.04K -$4.61K -87 -69%
VF
657
VitalStone Financial
Texas
$2K -$2.91K -55 -58%
AA
658
AlphaMark Advisors
Kentucky
$2K
RDIA
659
RE Dickinson Investment Advisors
Iowa
$2K
PVH
660
Psagot Value Holdings
Israel
$2K +$741 +14 +45%
FFL
661
Financial Freedom LLC
Ohio
$1.89K
SIM
662
Studio Investment Management
Illinois
$1.79K
KTC
663
Kistler-Tiffany Companies
Pennsylvania
$1.74K
CFB
664
Cullen/Frost Bankers
Texas
$1.58K -$4.29K -81 -72%
LF
665
Lee Financial
Texas
$1.53K
NCM
666
Northwest Capital Management
Oregon
$1.48K +$1.54K +29 New
CFD
667
Creative Financial Designs
Indiana
$1.38K
CHA
668
Carmichael Hill & Associates
Maryland
$1.28K
PFG
669
Piershale Financial Group
Illinois
$1.28K
Fifth Third Bancorp
670
Fifth Third Bancorp
Ohio
$1.12K -$4.87K -92 -81%
SWA
671
Sutton Wealth Advisors
Florida
$1.12K
GIA
672
GHP Investment Advisors
Colorado
$1.08K
BWM
673
BerganKDV Wealth Management
Minnesota
$1.07K
CFS
674
CGC Financial Services
Oregon
$1.07K +$1.11K +21 New
CWA
675
Clearview Wealth Advisors
Oregon
$1.02K