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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
SMFG
201
Sumitomo Mitsui Financial Group
Japan
$2.13M -$915K -15,344 -29%
II
202
IFM Investors
Australia
$2.1M +$311K +5,212 +17%
URS
203
Utah Retirement Systems
Utah
$2.07M +$17.9K +300 +0.9%
LSA
204
Leonteq Securities AG
Switzerland
$2.05M -$404K -6,779 -16%
RGI
205
River Global Investors
United Kingdom
$2.05M +$144K +2,410 +7%
Allianz Asset Management
206
Allianz Asset Management
Germany
$2.04M +$275K +4,602 +15%
NAM
207
Nissay Asset Management
Japan
$2.03M +$338K +5,673 +19%
AAM
208
Azzad Asset Management
Virginia
$2M +$315K +5,281 +18%
PI
209
PFS Investments
Georgia
$1.95M +$7.28K +122 +0.4%
MIC
210
Meridian Investment Counsel
California
$1.91M
Squarepoint
211
Squarepoint
New York
$1.82M +$1.86M +31,236 New
BNP Paribas Asset Management
212
BNP Paribas Asset Management
France
$1.82M +$30.4K +510 +2%
II
213
Inspire Investing
Idaho
$1.8M +$209K +3,505 +13%
WIA
214
Westbourne Investment Advisors
Maryland
$1.8M -$8.65K -145 -0.5%
VWA
215
V Wealth Advisors
Kansas
$1.79M +$306K +5,129 +20%
RFM
216
Royal Fund Management
Florida
$1.74M +$1.78M +29,900 New
LWM
217
Lyell Wealth Management
California
$1.72M -$58.3K -977 -3%
TBWA
218
Three Bridge Wealth Advisors
California
$1.71M
GIA
219
Gladstone Institutional Advisory
Florida
$1.71M +$777K +13,032 +80%
OC
220
Oppenheimer & Co
New York
$1.7M +$116K +1,950 +7%
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$1.7M -$173K -2,908 -9%
SEC
222
Seven Eight Capital
New York
$1.68M +$1.72M +28,794 New
FCH
223
Freestone Capital Holdings
Washington
$1.67M +$29.8K +499 +2%
KAS
224
Kestra Advisory Services
Texas
$1.65M -$906K -15,184 -35%
ASN
225
Advisory Services Network
Georgia
$1.64M +$670K +11,230 +67%