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DocuSign

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
326
SeaCrest Wealth Management
New York
$575K -$31.5K -588 -5%
SGI
327
Summit Global Investments
Utah
$574K -$302K -5,642 -34%
Janus Henderson Group
328
Janus Henderson Group
United Kingdom
$573K -$350K -6,544 -38%
KA
329
Kerrisdale Advisers
Florida
$570K
A
330
AlphaQuest
New York
$565K +$514K +9,605 +1,011%
AL
331
Aspiriant LLC
California
$564K -$161 -3 -0%
HIM
332
Hillsdale Investment Management
Ontario, Canada
$564K
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$558K +$260K +4,865 +88%
MYAM
334
Meiji Yasuda Asset Management
Japan
$552K -$3.21K -60 -0.6%
SW
335
Simplicity Wealth
New Jersey
$545K +$2.3K +43 +0.4%
M&T Bank
336
M&T Bank
New York
$542K -$54.1K -1,012 -9%
AIA
337
Affinity Investment Advisors
California
$541K +$541K +10,113 New
DADC
338
D.A. Davidson & Co
Montana
$541K +$1.18K +22 +0.2%
VPIM
339
Vanguard Personalized Indexing Management
California
$539K +$15.3K +286 +3%
QFA
340
Quattro Financial Advisors
Texas
$535K
HH
341
Hilltop Holdings
Texas
$532K -$49.5K -925 -9%
WMA
342
Wealth Management Associates
New Jersey
$528K
FAIM
343
Financial Advocates Investment Management
Washington
$524K -$70.3K -1,314 -12%
PWA
344
Prairie Wealth Advisors
Nebraska
$517K -$62K -1,159 -11%
CB
345
Commerce Bank
Missouri
$509K +$18.2K +341 +4%
UWS
346
Unique Wealth Strategies
Illinois
$494K
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493K -$24.3K -455 -5%
RWB
348
RMR Wealth Builders
New Jersey
$491K
Truist Financial
349
Truist Financial
North Carolina
$489K +$74.8K +1,399 +18%
BG
350
Bollard Group
Massachusetts
$484K