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DocuSign

453 hedge funds and large institutions have $10.7B invested in DocuSign in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+65
Holders Change %
+16.75%
% of All Funds
8.95%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
113
Increased
150
Reduced
131
Closed
41
Calls
$442M
Puts
$247M
Net Calls
+$195M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
401
Financial Perspectives
Minnesota
$47.8K +$47.8K +645 New
MIFH
402
Migdal Insurance & Financial Holdings
Israel
$42K -$15.3K -209 -27%
Lazard Asset Management
403
Lazard Asset Management
New York
$38K +$38K +524 New
RWG
404
Regal Wealth Group
California
$37K -$37K -500 -50%
CG
405
Cutler Group
California
$37K
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$37K +$37K +496 New
ZB
407
Zions Bancorporation
Utah
$36K
AWA
408
Arkadios Wealth Advisors
Georgia
$34.2K +$34.2K +388 New
CYG
409
Clean Yield Group
Vermont
$33K
WEC
410
Winslow Evans & Crocker
Massachusetts
$32K +$32K +396 New
NSIM
411
North Star Investment Management
Illinois
$30K
TRCT
412
Tower Research Capital (TRC)
New York
$28K +$5.14K +69 +22%
WT
413
Whittier Trust
California
$20K -$21.9K -293 -52%
LC
414
Lindbrook Capital
California
$19K
FHA
415
First Horizon Advisors
Tennessee
$18K +$1K +14 +6%
EI
416
Ellevest Inc
New York
$16K +$15.6K +213 +4,260%
CWA
417
Capital Wealth Alliance
Arizona
$15K +$15K +194 New
BAM
418
Bellevue Asset Management
Washington
$15K +$15K +200 New
AA
419
Advisory Alpha
Michigan
$14.8K
RE
420
RBC Europe
United Kingdom
$14.8K +$14.8K +200 New
AIM
421
AIA Investment Management
Singapore
$14K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$12K +$12K +157 New
S
423
SignatureFD
Georgia
$11K -$7.82K -101 -42%
FGAM
424
Financial Gravity Asset Management
Texas
$11K
GWMIA
425
Global Wealth Management Investment Advisory
Florida
$11K