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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
II
201
IFM Investors
Australia
$1.79M -$53.3K -1,007 -3%
RFM
202
Royal Fund Management
Florida
$1.78M +$265K +5,000 +17%
PI
203
PFS Investments
Georgia
$1.78M +$9.69K +183 +0.5%
BWL
204
Bogart Wealth LLC
Virginia
$1.77M -$646K -12,203 -26%
WIA
205
Westbourne Investment Advisors
Maryland
$1.76M +$196K +3,703 +12%
URS
206
Utah Retirement Systems
Utah
$1.76M -$58.3K -1,100 -3%
NAM
207
Nissay Asset Management
Japan
$1.75M -$22.2K -420 -1%
SI
208
Stephens Inc
Arkansas
$1.75M -$180K -3,405 -9%
AAM
209
Azzad Asset Management
Virginia
$1.75M +$1.43K +27 +0.1%
BAM
210
Blueshift Asset Management
New Jersey
$1.74M +$1.27M +24,024 +241%
CW
211
Connectus Wealth
Ohio
$1.71M +$1.78M +33,560 New
Fisher Asset Management
212
Fisher Asset Management
Washington
$1.7M -$306M -5,786,149 -99%
VWA
213
V Wealth Advisors
Kansas
$1.7M +$132K +2,500 +8%
Korea Investment Corp
214
Korea Investment Corp
South Korea
$1.68M -$1.92M -36,204 -52%
MIC
215
Meridian Investment Counsel
California
$1.67M
RGI
216
River Global Investors
United Kingdom
$1.62M -$179K -3,380 -10%
ASN
217
Advisory Services Network
Georgia
$1.6M +$171K +3,234 +12%
PWG
218
Portside Wealth Group
Utah
$1.57M +$1.63M +30,748 New
DnB Asset Management
219
DnB Asset Management
Norway
$1.56M -$2.72M -51,356 -63%
II
220
Inspire Investing
Idaho
$1.53M -$45.7K -862 -3%
PMEF
221
Point72 Middle East FZE
United Arab Emirates
$1.51M +$1.56M +29,538 New
IIM
222
INTECH Investment Management
Florida
$1.51M -$1.26M -23,854 -45%
TBWA
223
Three Bridge Wealth Advisors
California
$1.5M
OC
224
Oppenheimer & Co
New York
$1.49M -$3.39K -64 -0.2%
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$1.48M -$122K -2,305 -7%