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DocuSign

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
326
International Assets Investment Management
Florida
$475K +$91.3K +2,210 +24%
VWM
327
Venturi Wealth Management
Texas
$469K +$23.2K +552 +5%
M&T Bank
328
M&T Bank
New York
$466K -$37.2K -884 -7%
M1FG
329
Mach-1 Financial Group
Arkansas
$464K +$25.5K +607 +6%
LTAS
330
Linden Thomas Advisory Services
North Carolina
$456K +$456K +10,859 New
SWM
331
SeaCrest Wealth Management
New York
$455K -$37.3K -887 -8%
SAM
332
Stansberry Asset Management
Texas
$455K +$455K +10,840 New
HIM
333
Hillsdale Investment Management
Ontario, Canada
$447K +$124K +2,950 +38%
AL
334
Aspiriant LLC
California
$443K
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$442K -$50.4K -1,200 -10%
MFG
336
Merit Financial Group
Georgia
$439K -$22.7K -540 -5%
CCP
337
Carmel Capital Partners
California
$437K -$85.1K -2,025 -16%
IIA
338
IPG Investment Advisors
California
$437K +$210K +5,000 +93%
IAS
339
IMA Advisory Services
Colorado
$435K -$6.3K -150 -1%
LBWM
340
Left Brain Wealth Management
Illinois
$434K -$12K -285 -3%
GAA
341
Green Alpha Advisors
Colorado
$433K +$57.1K +1,360 +15%
CB
342
Commerce Bank
Missouri
$429K +$4.24K +101 +1%
DC
343
Davenport & Co
Virginia
$427K -$14.4K -343 -3%
LNWTC
344
Laird Norton Wetherby Trust Company
Washington
$424K
QFA
345
Quattro Financial Advisors
Texas
$420K
TMC
346
Trellus Management Company
Florida
$420K +$210K +5,000 +100%
AWS
347
Atria Wealth Solutions
New York
$420K -$159K -3,779 -27%
CF
348
Copperwynd Financial
Arizona
$419K +$59.5K +1,416 +17%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$415K +$111K +2,647 +37%
Group One Trading
350
Group One Trading
Illinois
$415K +$218K +5,191 +111%