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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
BTI
676
Blue Trust Inc
Georgia
$1K
CAM
677
ClariVest Asset Management
California
$1K
TAIM
678
TD Ameritrade Investment Management
Nebraska
$1K +$1.17K +22 New
RG
679
Retirement Group
California
$971 +$1.01K +19 New
JWM
680
Janiczek Wealth Management
Colorado
$920
JWA
681
JFS Wealth Advisors
Pennsylvania
$920 +$424 +8 +80%
SC
682
Solstein Capital
California
$920 +$953 +18 New
MHR
683
Matthew Hamilton Rosenberg
$766 -$37.1K -700 -98%
NSG
684
Nalls Sherbakoff Group
Tennessee
$677
PS
685
PayPay Securities
Japan
$613 -$371 -7 -37%
ZB
686
Zions Bancorporation
Utah
$613 -$265 -5 -29%
PAI
687
Pittenger & Anderson Inc
Nebraska
$562
2L
688
25 LLC
Missouri
$540
FWM
689
Focused Wealth Management
New York
$511
MLA
690
MB, Levis & Associates
Pennsylvania
$511
MCA
691
Maryland Capital Advisors
Maryland
$511 +$530 +10 New
SIC
692
SJS Investment Consulting
Ohio
$410 +$106 +2 +33%
KFI
693
Key Financial Inc
Pennsylvania
$358
PO
694
Private Ocean
California
$358
GJIA
695
Glass Jacobson Investment Advisors
Maryland
$358 +$371 +7 New
SSB
696
Sandy Spring Bank
Maryland
$256 +$265 +5 New
TF
697
TimeScale Financial
Massachusetts
$255
AWM
698
AllSquare Wealth Management
New York
$224
HS
699
Horan Securities
United States
$219
ECM
700
EMC Capital Management
Texas
$181 +$364K +6,877 +344%