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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
HF
726
HRT Financial
New York
-$1.36M -23,336 Closed
Bank of Nova Scotia
727
Bank of Nova Scotia
Ontario, Canada
-$1.28M -21,981 Closed
FC
728
Financial Consulate
Maryland
-$926K -15,882 Closed
XI
729
XXEC Inc
Oklahoma
-$861K -14,775 Closed
PI
730
PEAK6 Investments
Illinois
-$775K -14,636 Closed
AC
731
AXQ Capital
New Jersey
-$831K -14,257 Closed
FF
732
Friedenthal Financial
New Jersey
-$701K -12,029 Closed
JAFL
733
Jay A. Fishman Ltd
Michigan
-$608K -10,425 Closed
CUAMC
734
China Universal Asset Management Company
China
-$583K -10,000 Closed
MFS
735
Monetta Financial Services
Illinois
-$583K -10,000 Closed
Mackenzie Financial
736
Mackenzie Financial
Ontario, Canada
-$523K -8,963 Closed
CIBC World Market
737
CIBC World Market
Ontario, Canada
-$446K -7,652 Closed
FIA
738
Foundations Investment Advisors
Arizona
-$399K -6,838 Closed
CFA
739
Compass Financial Advisors
Indiana
-$340K -5,824 Closed
AT
740
Arden Trust
Delaware
-$327K -5,601 Closed
CIAS
741
Capital Investment Advisory Services
North Carolina
-$299K -5,130 Closed
Brown Advisory
742
Brown Advisory
Maryland
-$296K -5,084 Closed
SAM
743
Stansberry Asset Management
Texas
-$293K -5,020 Closed
SM
744
Sciencast Management
New Jersey
-$239K -4,939 Closed
TSS
745
Two Sigma Securities
New York
-$260K -4,918 Closed
FTDI
746
First Trust Direct Indexing
Massachusetts
-$279K -4,784 Closed
KeyBank National Association
747
KeyBank National Association
Ohio
-$275K -4,717 Closed
Pzena Investment Management
748
Pzena Investment Management
New York
-$274K -4,697 Closed
SSA
749
Schonfeld Strategic Advisors
New York
-$272K -4,668 Closed
QCM
750
Qsemble Capital Management
New York
-$268K -4,600 Closed