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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 %
AFA
326
Abacus FCF Advisors
Florida
$660K +$660K +12,345 New
MIM
327
MetLife Investment Management
New Jersey
$655K +$428 +8 +0.1%
VIA
328
Vident Investment Advisory
Georgia
$655K +$165K +3,160 +34%
WS
329
Wedbush Securities
California
$648K -$148K -2,766 -19%
PA
330
Parallel Advisors
California
$645K -$15.2K -284 -2%
CCM
331
Covington Capital Management
California
$638K +$481 +9 +0.1%
RA
332
Resolute Advisors
California
$632K +$58.4K +1,092 +10%
WWM
333
Western Wealth Management
Colorado
$631K -$106 -2 -0%
AWS
334
Atria Wealth Solutions
New York
$619K +$361K +6,756 +140%
M&T Bank
335
M&T Bank
New York
$617K +$50.1K +939 +9%
MIAN
336
Mariner Independent Advisor Network
Kansas
$610K +$29.7K +555 +5%
SAM
337
Shell Asset Management
Netherlands
$604K -$158K -2,955 -21%
CB
338
Commerce Bank
Missouri
$604K +$203K +3,804 +51%
NWM
339
NEIRG Wealth Management
Massachusetts
$589K +$12.2K +228 +2%
GAA
340
Green Alpha Advisors
Colorado
$579K +$3.64K +68 +0.6%
LSERS
341
Louisiana State Employees Retirement System
Louisiana
$577K +$5.34K +100 +0.9%
HVM
342
Harvest Volatility Management
Connecticut
$576K -$15.8K -286 -3%
Lazard Asset Management
343
Lazard Asset Management
New York
$572K -$2.94K -55 -0.5%
AL
344
Aspiriant LLC
California
$565K
JG
345
Jefferies Group
New York
$558K +$558K +10,435 New
TI
346
Tidal Investments
Wisconsin
$552K +$79.4K +1,485 +17%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$551K -$105K -1,965 -16%
KeyBank National Association
348
KeyBank National Association
Ohio
$551K +$242K +4,535 +79%
FCA
349
FinTrust Capital Advisors
South Carolina
$545K +$97.4K +2,007 +22%
CNC
350
Canandaigua National Corp
New York
$543K -$4.92K -92 -0.9%