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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
FFN
776
Focus Financial Network
Minnesota
-$203K -3,481 Closed
Point72 Asset Management
777
Point72 Asset Management
Connecticut
-$176K -3,026 Closed
MC
778
Machina Capital
France
-$169K -2,900 Closed
BAM
779
Belpointe Asset Management
Nevada
-$85.7K -1,470 Closed
AIM
780
Anchor Investment Management
South Carolina
-$58.3K -1,000 Closed
WBC
781
West Branch Capital
Massachusetts
-$58.3K -1,000 Closed
HFM
782
Harvest Fund Management
China
-$51K -875 Closed
EI
783
Ellevest Inc
New York
-$36.8K -632 Closed
First Manhattan
784
First Manhattan
New York
-$36.4K -625 Closed
CHC
785
City Holding Co
West Virginia
-$33.1K -568 Closed
ECG
786
Edge Capital Group
Georgia
-$23.8K -408 Closed
TWA
787
TCI Wealth Advisors
Arizona
-$18.4K -315 Closed
AWM
788
Activest Wealth Management
Florida
-$12.9K -229 Closed
CA
789
Crewe Advisors
Utah
-$11.6K -199 Closed
Jones Financial Companies
790
Jones Financial Companies
Missouri
-$7.52K -129 Closed
AIC
791
Archer Investment Corporation
Indiana
-$6.41K -110 Closed
HWM
792
HighMark Wealth Management
Minnesota
-$4.31K -74 Closed
BFA
793
BBJS Financial Advisors
Washington
-$3.87K -66 Closed
National Pension Service
794
National Pension Service
South Korea
-$3K -53 Closed
CAM
795
Costello Asset Management
Pennsylvania
-$2.92K -50 Closed
CMP
796
Coston McIsaac & Partners
Maine
-$2K -45 Closed
AWM
797
Atticus Wealth Management
Florida
-$2.51K -43 Closed
SWA
798
SOA Wealth Advisors
New York
-$2.1K -36 Closed
BAM
799
Byrne Asset Management
New Jersey
-$1K -19 Closed
CBT
800
Central Bank & Trust
Kentucky
-$990 -17 Closed