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DocuSign

930 hedge funds and large institutions have $16.3B invested in DocuSign in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 288 reducing their positions, and 204 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-73
Holders Change %
-7.28%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
390
Reduced
288
Closed
204
Calls
$1.9B
Puts
$2.08B
Net Calls
-$183M
Net Calls Change
+$657M
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
326
Thomas Story & Son
Indiana
$1.53M -$929K -8,677 -38%
SPIA
327
Steward Partners Investment Advisory
New York
$1.53M +$128K +1,192 +9%
AFAS
328
Acorn Financial Advisory Services
Virginia
$1.52M +$157K +1,462 +12%
Wolverine Trading
329
Wolverine Trading
Illinois
$1.51M +$1.51M +13,980 New
EL
330
Essex LLC
Illinois
$1.5M -$894K -8,347 -37%
IP
331
Intellectus Partners
California
$1.49M +$1.23M +11,451 +460%
EGM
332
Engineers Gate Manager
New York
$1.48M +$591K +5,520 +67%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$1.47M +$82.2K +767 +6%
VWM
334
Venturi Wealth Management
Texas
$1.47M +$492K +4,593 +51%
AAS
335
Avantax Advisory Services
Texas
$1.44M +$22.3K +207 +2%
SAM
336
Shell Asset Management
Netherlands
$1.44M -$94K -878 -6%
CG
337
Cutler Group
California
$1.43M -$2.62M -24,441 -65%
TCM
338
Tran Capital Management
California
$1.43M +$284K +2,650 +25%
BCP
339
Blackhawk Capital Partners
Wisconsin
$1.42M +$664K +6,202 +88%
Impax Asset Management Group
340
Impax Asset Management Group
United Kingdom
$1.4M -$383K -3,574 -21%
MCM
341
MAI Capital Management
Ohio
$1.39M +$249K +2,326 +22%
BAM
342
Belpointe Asset Management
Nevada
$1.37M +$1.1M +10,274 +408%
MA
343
Mutual Advisors
Nebraska
$1.37M -$18.4K -172 -1%
RCA
344
Resonant Capital Advisors
Wisconsin
$1.37M +$52.8K +486 +4%
WWM
345
Western Wealth Management
Colorado
$1.35M +$637K +5,949 +90%
CA
346
Cetera Advisors
Colorado
$1.34M +$5.03K +47 +0.4%
MIM
347
MetLife Investment Management
New Jersey
$1.34M +$1.34M +12,484 New
JAFL
348
Jay A. Fishman Ltd
Michigan
$1.33M +$543K +5,070 +69%
CCM
349
Covington Capital Management
California
$1.32M -$2.35M -21,945 -64%
CHAM
350
Clear Harbor Asset Management
Connecticut
$1.32M +$1.32M +12,313 New