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DocuSign

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
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
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
726
Mine & Arao Wealth Creation & Management
California
-$151K -2,532 Closed
OCM
727
Osterweis Capital Management
California
-$89.3K -1,500 Closed
HFM
728
Harvest Fund Management
China
-$74K -1,249 Closed
CA
729
CoreCap Advisors
Michigan
-$61.6K -1,034 Closed
GAM
730
Groupama Asset Management
France
-$44.2K -743 Closed
GXJ
731
Global X Japan
Japan
-$18.5K -310 Closed
FIM
732
Fernwood Investment Management
Massachusetts
-$10.1K -170 Closed
DAM
733
Delta Asset Management
Tennessee
-$8.34K -140 Closed
CA
734
Crewe Advisors
Utah
-$4.76K -80 Closed
OCM
735
Orion Capital Management
California
-$3.93K -66 Closed
Fifth Third Bancorp
736
Fifth Third Bancorp
Ohio
-$3.51K -59 Closed
FSWA
737
Financial Synergies Wealth Advisors
Texas
-$3.16K -53 Closed
EC
738
EntryPoint Capital
New York
-$1.79K -30 Closed
B
739
Birchbrook
Maine
-$1.49K -25 Closed
JWM
740
Janiczek Wealth Management
Colorado
-$1.07K -18 Closed
FGAM
741
Financial Gravity Asset Management
Texas
-$1.03K -17 Closed
TCOV
742
Trust Company of Vermont
Vermont
-$953 -16 Closed
BBHC
743
Brown Brothers Harriman & Co
New York
-$596 -10 Closed
RFG
744
REAP Financial Group
Texas
-$596 -10 Closed