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 %
HT
351
HAP Trading
New York
$540K -$4.23K -79 -0.8%
NW
352
NewEdge Wealth
Pennsylvania
$539K -$108K -2,022 -17%
CA
353
Cetera Advisors
Colorado
$539K -$18.2K -341 -3%
QFA
354
Quattro Financial Advisors
Texas
$535K
CUAMC
355
China Universal Asset Management Company
China
$535K
DC
356
Davenport & Co
Virginia
$533K +$3.47K +65 +0.7%
HPWM
357
Highland Private Wealth Management
Washington
$522K +$522K +9,754 New
SCP
358
Stamos Capital Partners
California
$518K +$315K +5,880 +155%
VPIM
359
Vanguard Personalized Indexing Management
California
$517K +$30.1K +562 +6%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K -$1.07K -20 -0.2%
SFG
361
Synergy Financial Group
California
$504K
USCWA
362
U.S. Capital Wealth Advisors
Texas
$501K -$145K -2,710 -22%
FIA
363
Foundations Investment Advisors
Arizona
$497K +$328K +6,139 +194%
RAM
364
Redmond Asset Management
Virginia
$495K +$65.6K +1,227 +15%
WI
365
WrapManager Inc
California
$493K -$39.5K -738 -7%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$492K
PP
367
PDT Partners
New York
$487K +$487K +9,100 New
BG
368
Bollard Group
Massachusetts
$484K
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$481K +$183K +3,423 +61%
CMI
370
Clare Market Investments
Texas
$480K +$480K +8,970 New
ZCA
371
Zeke Capital Advisors
Pennsylvania
$474K
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$470K -$166K -3,096 -26%
MF
373
Manchester Financial
California
$468K +$89.5K +1,672 +24%
MYAM
374
Meiji Yasuda Asset Management
Japan
$463K -$16K -300 -3%
BPA
375
Beacon Pointe Advisors
California
$462K +$16.8K +316 +4%