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DocuSign

732 hedge funds and large institutions have $8.3B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 273 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
250
Reduced
273
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
251
Advisory Services Network
Georgia
$1.22M -$1.66K -31 -0.1%
BJL
252
Brighton Jones LLC
Washington
$1.21M -$170K -3,171 -12%
AIM
253
Achmea Investment Management
Netherlands
$1.21M +$25.6K +478 +2%
AB
254
Amalgamated Bank
New York
$1.19M +$18.1K +339 +2%
US Bancorp
255
US Bancorp
Minnesota
$1.19M -$89K -1,666 -7%
IWA
256
Icon Wealth Advisors
Texas
$1.17M +$1.17M +21,822 New
Truist Financial
257
Truist Financial
North Carolina
$1.1M +$12.9K +242 +1%
GIA
258
Gladstone Institutional Advisory
Florida
$1.1M +$395K +7,385 +56%
LOAME
259
Lombard Odier Asset Management (Europe)
United Kingdom
$1.09M +$402K +7,514 +58%
NCM
260
Nelson Capital Management
California
$1.09M
RWA
261
Ropes Wealth Advisors
Massachusetts
$1.09M
IC
262
IEQ Capital
California
$1.06M -$20.6K -386 -2%
RFC
263
Regions Financial Corp
Alabama
$1.06M -$4.76K -89 -0.4%
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$1.06M -$159K -2,972 -13%
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$1.06M -$1.74M -32,469 -62%
IAA
266
Independent Advisor Alliance
North Carolina
$1.05M -$288K -5,388 -22%
Mariner
267
Mariner
Kansas
$1.03M -$22K -412 -2%
QCM
268
Quantinno Capital Management
New York
$1.03M -$346K -6,479 -25%
WAM
269
Weatherly Asset Management
California
$1.03M -$26.7K -500 -3%
PRC
270
Pearl River Capital
Michigan
$996K +$232K +4,337 +30%
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$962K -$52.3K -978 -5%
QT
272
Quantamental Technologies
New York
$956K +$956K +17,883 New
FF
273
FourThought Financial
Florida
$951K -$735K -13,750 -44%
ACM
274
AlphaCrest Capital Management
New York
$940K -$46.7K -874 -5%
VWA
275
V Wealth Advisors
Kansas
$931K -$3.16K -59 -0.3%