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DocuSign

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
TMAM
401
Tokio Marine Asset Management
Japan
$285K +$13.4K +318 +5%
ALAM
402
Asahi Life Asset Management
Japan
$284K +$284K +6,770 New
Allspring Global Investments
403
Allspring Global Investments
North Carolina
$283K +$229K +5,444 +422%
CC
404
Corton Capital
Ontario, Canada
$282K +$34.4K +819 +14%
ETC
405
Exchange Traded Concepts
Oklahoma
$278K -$22.2K -528 -7%
SA
406
Strategic Advocates
Utah
$277K +$277K +6,604 New
CFM
407
Comprehensive Financial Management
California
$277K
FCM
408
Frontier Capital Management
Massachusetts
$267K -$424K -10,097 -61%
NC
409
NinePointTwo Capital
California
$265K +$265K +6,323 New
DT
410
Diversified Trust
Tennessee
$264K +$264K +6,285 New
SPIA
411
Steward Partners Investment Advisory
New York
$264K -$385K -9,160 -59%
BMWM
412
Brown Miller Wealth Management
Virginia
$264K +$36.1K +859 +16%
PP
413
Prudential plc
United Kingdom
$262K
NFSG
414
Newbridge Financial Services Group
Florida
$259K -$126 -3 -0%
US Bancorp
415
US Bancorp
Minnesota
$257K -$174K -4,143 -40%
Prudential Financial
416
Prudential Financial
New Jersey
$252K -$181K -4,308 -42%
WS
417
Wedbush Securities
California
$252K -$54.7K -1,303 -18%
BCV
418
Banque Cantonale Vaudoise
Switzerland
$252K +$102K +2,437 +68%
TC
419
Truvestments Capital
Florida
$250K +$1.93K +46 +0.8%
WWM
420
Western Wealth Management
Colorado
$249K +$6.51K +155 +3%
WAG
421
Wallace Advisory Group
California
$248K -$460 -9 -0.2%
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$247K -$98.9K -2,354 -29%
BA
423
Bristlecone Advisors
Washington
$246K -$4.07K -97 -2%
PCP
424
Proficio Capital Partners
Massachusetts
$245K -$11.5K -274 -4%
CMF
425
Counterpoint Mutual Funds
California
$244K +$143K +3,394 +141%