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DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
QT
276
Quantamental Technologies
New York
$1.08M +$87.2K +1,574 +9%
AAS
277
Ameritas Advisory Services
Nebraska
$1.07M +$291K +5,259 +38%
Creative Planning
278
Creative Planning
Kansas
$1.07M -$336K -6,064 -24%
MSE
279
MUFG Securities EMEA
United Kingdom
$1.05M -$730K -13,164 -41%
LOAME
280
Lombard Odier Asset Management (Europe)
United Kingdom
$1.04M -$89.3K -1,611 -8%
HRCM
281
Hood River Capital Management
Florida
$1.04M +$1.04M +18,745 New
WHG
282
Westwood Holdings Group
Texas
$1.01M +$1.01M +18,277 New
FAIM
283
Financial Advocates Investment Management
Washington
$1M +$61K +1,100 +6%
MWVC
284
Morgens Waterfall Vintiadis & Co
New York
$998K +$998K +18,000 New
Boston Partners
285
Boston Partners
Massachusetts
$993K +$993K +17,914 New
Nisa Investment Advisors
286
Nisa Investment Advisors
Missouri
$992K +$798K +14,400 +411%
PI
287
PGGM Investments
Netherlands
$989K +$989K +17,837 New
Cerity Partners
288
Cerity Partners
New York
$983K +$983K +17,744 New
BTWM
289
Baker Tilly Wealth Management
Wisconsin
$980K -$17.3K -312 -2%
IP
290
Intellectus Partners
California
$978K +$47.7K +861 +5%
BCIM
291
British Columbia Investment Management
British Columbia, Canada
$975K -$121K -2,181 -11%
MPPW
292
Mitchell & Pahl Private Wealth
Oklahoma
$965K +$20.6K +372 +2%
Lazard Asset Management
293
Lazard Asset Management
New York
$951K +$358K +6,478 +60%
ASN
294
Advisory Services Network
Georgia
$935K -$326K -5,882 -26%
IWA
295
Icon Wealth Advisors
Texas
$919K -$290K -5,241 -24%
DCM
296
Dupont Capital Management
Delaware
$911K +$896K +16,165 +5,773%
MCM
297
MAI Capital Management
Ohio
$910K +$8.7K +157 +1%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$907K +$384K +6,920 +73%
BJL
299
Brighton Jones LLC
Washington
$906K -$352K -6,354 -28%
IMRF
300
Illinois Municipal Retirement Fund
Illinois
$902K