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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 %
EH
401
Equitable Holdings
New York
$390K +$8.93K +167 +2%
BMCM
402
Bryn Mawr Capital Management
Pennsylvania
$385K -$427 -8 -0.1%
ACM
403
Aljian Capital Management
Nevada
$384K -$68.7K -1,265 -15%
FHA
404
Flagship Harbor Advisors
Massachusetts
$379K +$10.4K +194 +3%
MCC
405
Malaga Cove Capital
California
$373K +$137K +2,552 +58%
HH
406
Hilltop Holdings
Texas
$365K -$73.4K -1,370 -17%
AT
407
Arden Trust
Delaware
$365K -$4.27K -80 -1%
NFC
408
Northeast Financial Consultants
Connecticut
$360K +$64.2K +1,200 +22%
CFM
409
Comprehensive Financial Management
California
$353K
SCA
410
Snowden Capital Advisors
New York
$352K +$27.1K +508 +8%
Impax Asset Management Group
411
Impax Asset Management Group
United Kingdom
$351K -$363K -6,790 -51%
CCP
412
Carmel Capital Partners
California
$347K +$146K +2,732 +73%
KPWS
413
Kestra Private Wealth Services
Texas
$345K +$56.6K +1,057 +20%
EI
414
Ethic Inc
New York
$343K -$77.5K -1,451 -18%
GC
415
GFG Capital
Florida
$340K +$30.6K +571 +10%
JSC
416
Jackson Square Capital
California
$337K -$4.39K -82 -1%
Lido Advisors
417
Lido Advisors
California
$334K -$30.6K -574 -8%
PCS
418
Personal CFO Solutions
New Jersey
$334K +$12.3K +229 +4%
CAM
419
Cresset Asset Management
Illinois
$329K -$251K -4,703 -43%
CCP
420
Corient Capital Partners
California
$327K +$327K +5,706 New
PCP
421
Proficio Capital Partners
Massachusetts
$326K +$923 +17 +0.3%
CFA
422
Compass Financial Advisors
Indiana
$324K -$44.1K -825 -12%
TA
423
Tiedemann Advisors
New York
$323K +$323K +6,043 New
OR
424
Olympiad Research
Connecticut
$321K -$33.8K -633 -10%
Pacer Advisors
425
Pacer Advisors
Pennsylvania
$318K +$8.24K +154 +3%