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DocuSign

726 hedge funds and large institutions have $9.14B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 248 increasing their positions, 246 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $8.68B → $9.14B (+$456M)

9% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 93

1% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 246

0.69% less ownership

Funds ownership: 77.98%77.29% (-0.69%)

1% less funds holding

Funds holding: 735726 (-9)

26% less call options, than puts

Call options by funds: $694M | Put options by funds: $941M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
726
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
11.57%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
101
Increased
248
Reduced
246
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
776
Texas Yale Capital Corp
Florida
-$209K -3,775 Closed
MFAM
777
Motley Fool Asset Management
Virginia
-$200K -3,613 Closed
SPM
778
Symmetry Peak Management
Pennsylvania
-$166K -3,000 Closed
AWM
779
Accurate Wealth Management
Florida
-$149K -2,567 Closed
MCC
780
Money Concepts Capital
Florida
-$116K -2,098 Closed
HCA
781
Harbor Capital Advisors
Illinois
-$85.8K -1,548 Closed
OIM
782
Oder Investment Management
California
-$68.4K -1,235 Closed
SC
783
Sierra Capital
Florida
-$56K -1,015 Closed
AAM
784
Advisors Asset Management
Colorado
-$50.5K -911 Closed
OWA
785
One Wealth Advisors
California
-$35.5K -640 Closed
SSG
786
Summit Securities Group
New York
-$35K -624 Closed
HT
787
Headlands Technologies
Illinois
-$30K -537 Closed
SIA
788
Sit Investment Associates
Minnesota
-$27K -490 Closed
PCIG
789
Partners Capital Investment Group
Massachusetts
-$24.1K -434 Closed
PWS
790
Paragon Wealth Strategies
Florida
-$22.2K -400 Closed
EC
791
Elequin Capital
New York
-$21.3K -384 Closed
EBA
792
Eagle Bay Advisors
New York
-$13.9K -250 Closed
AF
793
Arrow Financial
New York
-$12K -225 Closed
OA
794
Operose Advisors
Wisconsin
-$11.1K -200 Closed
BHWM
795
Beaird Harris Wealth Management
Texas
-$10.1K -182 Closed
MSCM
796
McElhenny Sheffield Capital Management
Texas
-$22.5K -150 Closed
ZIG
797
Zullo Investment Group
Pennsylvania
-$5.88K -106 Closed
MFG
798
Mendota Financial Group
Wisconsin
-$5.26K -95 Closed
BC
799
Bartlett & Co
Ohio
-$4K -80 Closed
BCWM
800
Bartlett & Co Wealth Management
Ohio
-$4.43K -80 Closed