We are live on ! Find out more
DOCU

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
NFC
751
Northeast Financial Consultants
Connecticut
-$256K -4,390 Closed
QI
752
Qtron Investments
Massachusetts
-$251K -4,298 Closed
SW
753
SVB Wealth
Massachusetts
-$248K -4,253 Closed
JWCA
754
J.W. Cole Advisors
Florida
-$248K -4,251 Closed
AS
755
AM Squared
Hong Kong
-$245K -4,200 Closed
GBWM
756
Granite Bay Wealth Management
New Hampshire
-$239K -4,100 Closed
MA
757
Modus Advisors
Minnesota
-$234K -4,013 Closed
YIH
758
Y-Intercept (HK)
Hong Kong
-$232K -3,987 Closed
CCFM
759
Clear Creek Financial Management
Washington
-$232K -3,984 Closed
CG
760
Clarus Group
Texas
-$227K -3,898 Closed
LNC
761
Lincoln National Corp
Pennsylvania
-$227K -3,893 Closed
HI
762
Hudock Inc
Pennsylvania
-$225K -3,863 Closed
GL
763
Graypoint LLC
New York
-$225K -3,857 Closed
DG
764
DMC Group
Alabama
-$219K -3,778 Closed
IWA
765
IVC Wealth Advisors
Pennsylvania
-$219K -3,753 Closed
CF
766
Cantor Fitzgerald
New York
-$219K -3,750 Closed
MGP
767
Metis Global Partners
California
-$213K -3,657 Closed
WSFS
768
Wilmington Savings Fund Society
Delaware
-$213K -3,650 Closed
KFA
769
Kapstone Financial Advisors
Ohio
-$200K -3,593 Closed
MMPW
770
Mitchell McLeod Pugh & Williams
Alabama
-$208K -3,571 Closed
PVM
771
Palogic Value Management
Texas
-$207K -3,555 Closed
C
772
Certuity
Florida
-$207K -3,551 Closed
TA
773
Tectonic Advisors
Texas
-$207K -3,544 Closed
BEW
774
Burton Enright Welch
California
-$204K -3,499 Closed
SFG
775
Synergy Financial Group
California
-$203K -3,489 Closed