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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
FIM
726
Freedom Investment Management
Connecticut
-$211K -3,538 Closed
LG
727
LaFleur & Godfrey
Michigan
-$210K -3,529 Closed
BEW
728
Burton Enright Welch
California
-$208K -3,499 Closed
FPGK
729
Financial Partners Group (Kansas)
Kansas
-$208K -3,488 Closed
IWM
730
IHT Wealth Management
Illinois
-$207K -3,473 Closed
MGP
731
Metis Global Partners
California
-$202K -3,392 Closed
LNWWM
732
Laird Norton Wetherby Wealth Management
California
-$202K -3,386 Closed
AIG
733
American International Group
New York
-$201K -3,374 Closed
TC
734
Truvestments Capital
Florida
-$174K -2,918 Closed
MAWCM
735
Mine & Arao Wealth Creation & Management
California
-$151K -2,532 Closed
OCM
736
Osterweis Capital Management
California
-$89.3K -1,500 Closed
HFM
737
Harvest Fund Management
China
-$74K -1,249 Closed
CA
738
CoreCap Advisors
Michigan
-$61.6K -1,034 Closed
GAM
739
Groupama Asset Management
France
-$44.2K -743 Closed
GXJ
740
Global X Japan
Japan
-$18.5K -310 Closed
FIM
741
Fernwood Investment Management
Massachusetts
-$10.1K -170 Closed
DAM
742
Delta Asset Management
Tennessee
-$8.34K -140 Closed
CA
743
Crewe Advisors
Utah
-$4.76K -80 Closed
OCM
744
Orion Capital Management
California
-$3.93K -66 Closed
Fifth Third Bancorp
745
Fifth Third Bancorp
Ohio
-$3.51K -59 Closed
FSWA
746
Financial Synergies Wealth Advisors
Texas
-$3.16K -53 Closed
EC
747
EntryPoint Capital
New York
-$1.79K -30 Closed
B
748
Birchbrook
Maine
-$1.49K -25 Closed
JWM
749
Janiczek Wealth Management
Colorado
-$1.07K -18 Closed
FGAM
750
Financial Gravity Asset Management
Texas
-$1.03K -17 Closed