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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
CAM
676
Costello Asset Management
Pennsylvania
$2.92K
LWANC
677
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.92K
SJIM
678
St. Johns Investment Management
Florida
$2.74K
AWM
679
Atticus Wealth Management
Florida
$2.51K
FHA
680
First Horizon Advisors
Tennessee
$2.45K -$9.54K -160 -79%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$2.33K -$2.39K -40 -50%
FFL
682
Financial Freedom LLC
Ohio
$2.16K
SWA
683
SOA Wealth Advisors
New York
$2.1K
SIM
684
Studio Investment Management
Illinois
$2.04K +$2.09K +35 New
PVH
685
Psagot Value Holdings
Israel
$2K -$13.4K -224 -88%
AA
686
AlphaMark Advisors
Kentucky
$2K
RDIA
687
RE Dickinson Investment Advisors
Iowa
$2K
CMP
688
Coston McIsaac & Partners
Maine
$2K +$2.68K +45 New
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$1.98K
LF
690
Lee Financial
Texas
$1.75K -$1.19K -20 -40%
CFD
691
Creative Financial Designs
Indiana
$1.57K +$1.61K +27 New
CHA
692
Carmichael Hill & Associates
Maryland
$1.46K
PFG
693
Piershale Financial Group
Illinois
$1.46K
SWA
694
Sutton Wealth Advisors
Florida
$1.28K
GIA
695
GHP Investment Advisors
Colorado
$1.28K +$1.31K +22 New
BWM
696
BerganKDV Wealth Management
Minnesota
$1.23K
CWA
697
Clearview Wealth Advisors
Oregon
$1.17K +$239 +4 +25%
PS
698
PayPay Securities
Japan
$1.11K -$477 -8 -30%
BTI
699
Blue Trust Inc
Georgia
$1K -$1.13K -19 -63%
CAM
700
ClariVest Asset Management
California
$1K