We are live on ! Find out more
DOCU

DocuSign

664 hedge funds and large institutions have $8.61B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 240 increasing their positions, 222 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 222

0.15% more ownership

Funds ownership: 78.53%78.68% (+0.15%)

3% less funds holding

Funds holding: 685664 (-21)

10% less capital invested

Capital invested by funds: $9.6B → $8.61B (-$991M)

14% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 88

14% less call options, than puts

Call options by funds: $248M | Put options by funds: $287M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
664
Holders Change
-21
Holders Change %
-3.07%
% of All Funds
9.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
240
Reduced
222
Closed
88
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
701
Machina Capital
France
-$413K -6,928 Closed
AWM
702
Axxcess Wealth Management
California
-$399K -6,700 Closed
PCIA
703
Prime Capital Investment Advisors
Kansas
-$373K -6,261 Closed
ALAM
704
Asahi Life Asset Management
Japan
-$354K -5,940 Closed
CGIM
705
Capital Group Investment Management
Singapore
-$332K -5,567 Closed
DZ Bank
706
DZ Bank
Germany
-$318K -5,341 Closed
WAM
707
Weatherly Asset Management
California
-$311K -5,216 Closed
WP
708
Woodline Partners
California
-$309K -5,183 Closed
PFS
709
Prospera Financial Services
Texas
-$307K -5,161 Closed
RVPG
710
Relative Value Partners Group
-$306K -5,021 Closed
LAI
711
Legal Advantage Investments
California
-$296K -4,965 Closed
CW
712
CreativeOne Wealth
Kansas
-$280K -4,700 Closed
OAM
713
Oxford Asset Management
United Kingdom
-$257K -4,322 Closed
BM
714
Brandywine Managers
Delaware
-$251K -4,211 Closed
BIAS
715
Beacon Investment Advisory Services
New Jersey
-$250K -4,194 Closed
AA
716
ALPS Advisors
Colorado
-$249K -4,176 Closed
DS
717
DRW Securities
Illinois
-$244K -4,100 Closed
PCM
718
Prelude Capital Management
New York
-$243K -4,078 Closed
RA
719
RFG Advisory
Alabama
-$229K -3,845 Closed
AWM
720
Aviso Wealth Management
Washington
-$228K -3,830 Closed
ACM
721
Aquatic Capital Management
Illinois
-$226K -3,800 Closed
UCFA
722
United Capital Financial Advisors
Texas
-$225K -3,785 Closed
LNC
723
Lincoln National Corp
Pennsylvania
-$221K -3,704 Closed
AWM
724
Apollon Wealth Management
South Carolina
-$213K -3,585 Closed
WS
725
Wedbush Securities
California
-$213K -3,577 Closed