DOCU icon

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 %
HLA
301
Hamilton Lane Advisors
Pennsylvania
$779K
CCM
302
CAAS Capital Management
New York
$779K +$10.7K +200 +1%
VWM
303
Venturi Wealth Management
Texas
$769K +$36K +674 +5%
S
304
Surevest
California
$757K +$169K +3,154 +29%
AAS
305
Ameritas Advisory Services
Nebraska
$748K +$33.3K +622 +5%
CTC (Chicago Trading Company)
306
CTC (Chicago Trading Company)
Illinois
$743K -$541K -10,125 -42%
MA
307
Mutual Advisors
Nebraska
$743K +$47.3K +885 +7%
SPIA
308
Steward Partners Investment Advisory
New York
$734K -$23.5K -440 -3%
APA
309
American Portfolios Advisors
New York
$716K -$24.8K -463 -3%
BIAS
310
Beacon Investment Advisory Services
New Jersey
$714K -$27.9K -523 -4%
TC
311
Titleist Capital
Texas
$710K +$256K +4,787 +56%
BBA
312
Baader Bank Aktiengesellschaft
Germany
$706K
AFAS
313
Acorn Financial Advisory Services
Virginia
$697K +$40.7K +762 +6%
BSI
314
Bennett Selby Investments
Maine
$695K
RWA
315
Roberts Wealth Advisors
California
$693K +$54.9K +1,065 +9%
EL
316
Essex LLC
Illinois
$691K -$28.8K -538 -4%
KA
317
Kovack Advisors
Florida
$681K +$393K +7,348 +136%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$676K +$6.79K +127 +1%
RCA
319
Resonant Capital Advisors
Wisconsin
$672K +$6.63K +124 +1%
CM
320
Caption Management
Oklahoma
$669K -$316K -5,900 -32%
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$668K +$668K +12,481 New
IAIM
322
Industrial Alliance Investment Management
Quebec, Canada
$666K +$25.2K +471 +4%
JAFL
323
Jay A. Fishman Ltd
Michigan
$664K
LP
324
LMR Partners
United Kingdom
$663K -$1.05M -19,608 -61%
MJB
325
Mark J. Bradley
$663K +$44.1K +825 +7%