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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
GCS
701
Gordian Capital (Singapore)
Singapore
$1K
BAM
702
Byrne Asset Management
New Jersey
$1K +$1.13K +19 New
ZB
703
Zions Bancorporation
Utah
$991 -$596 -10 -37%
CBT
704
Central Bank & Trust
Kentucky
$990 +$1.01K +17 New
JWM
705
Janiczek Wealth Management
Colorado
$981 +$1.07K +18 New
OLVIG
706
Oliver Lagore Vanvalin Investment Group
Michigan
$875
KHC
707
Koesten Hirschmann & Crabtree
Kansas
$875 +$895 +15 New
NSG
708
Nalls Sherbakoff Group
Tennessee
$679 +$716 +12 New
PAI
709
Pittenger & Anderson Inc
Nebraska
$642
FWM
710
Focused Wealth Management
New York
$583
MLA
711
MB, Levis & Associates
Pennsylvania
$583
JWA
712
JFS Wealth Advisors
Pennsylvania
$583 +$119 +2 +25%
2L
713
25 LLC
Missouri
$493 +$596 +10 New
KFI
714
Key Financial Inc
Pennsylvania
$408
PO
715
Private Ocean
California
$408 +$418 +7 New
SIC
716
SJS Investment Consulting
Ohio
$351
TF
717
TimeScale Financial
Massachusetts
$292
SC
718
Schubert & Co
Texas
$292 +$60 +1 +25%
HS
719
Horan Securities
United States
$250 +$60 +1 +33%
AWM
720
AllSquare Wealth Management
New York
$233
DI
721
Disciplined Investments
Oklahoma
$175
MFT
722
Moisand Fitzgerald Tamayo
Florida
$175 +$179 +3 New
EWM
723
Evermay Wealth Management
Virginia
$59 -$29.8K -500 -100%
SFCL
724
Strengthening Families & Communities LLC
Massachusetts
$9
ACH
725
ArrowMark Colorado Holdings
Colorado
-$54.7M -987,525 Closed