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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 %
RWB
376
RMR Wealth Builders
New Jersey
$458K +$458K +8,572 New
PNC Financial Services Group
377
PNC Financial Services Group
Pennsylvania
$446K -$34.4K -645 -7%
PAG
378
Private Advisor Group
New Jersey
$442K -$26.4K -494 -6%
DZ Bank
379
DZ Bank
Germany
$441K
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$439K -$113K -2,116 -20%
LG
381
LaFleur & Godfrey
Michigan
$438K -$40.3K -755 -8%
MCIA
382
Mountain Capital Investment Advisors
Colorado
$438K +$438K +9,414 New
PFS
383
Prospera Financial Services
Texas
$425K -$85.6K -1,602 -17%
1W
384
1776 Wealth
Georgia
$423K -$80.2K -1,500 -16%
CF
385
Centaurus Financial
California
$423K +$72.5K +1,356 +21%
RGC
386
Roberts, Glore & Co
Illinois
$423K +$154K +2,875 +57%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$421K +$22.9K +428 +6%
HCM
388
Hollencrest Capital Management
California
$419K
Bank Julius Baer & Co
389
Bank Julius Baer & Co
Switzerland
$416K -$122K -2,283 -23%
LCM
390
Lattice Capital Management
Washington
$415K
BCV
391
Banque Cantonale Vaudoise
Switzerland
$415K
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$412K +$68.9K +1,291 +20%
Prudential Financial
393
Prudential Financial
New Jersey
$406K -$62.9K -1,140 -13%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$404K +$9.62K +180 +2%
Mercer Global Advisors
395
Mercer Global Advisors
Colorado
$398K -$80.8K -1,513 -17%
ETC
396
Exchange Traded Concepts
Oklahoma
$395K -$114K -2,128 -22%
KCM
397
KLK Capital Management
California
$394K +$394K +7,381 New
Franklin Resources
398
Franklin Resources
California
$392K -$5.33M -99,770 -93%
BIA
399
Benchmark Investment Advisors
Illinois
$391K -$78.8K -1,475 -17%
LWAC
400
Laurel Wealth Advisors (California)
California
$390K -$23.1K -433 -6%