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DocuSign

785 hedge funds and large institutions have $8.81B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 299 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-145
Holders Change %
-15.59%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
278
Reduced
299
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
426
Lido Advisors
California
$391K +$48.2K +842 +14%
BAAM
427
Baker Avenue Asset Management
California
$388K -$2.74M -47,762 -88%
PWS
428
Precision Wealth Strategies
Missouri
$382K +$93.3K +1,510 +32%
OR
429
Olympiad Research
Connecticut
$381K +$144K +2,516 +61%
CFM
430
Comprehensive Financial Management
California
$378K
CF
431
Centaurus Financial
California
$376K -$41.5K -723 -10%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$369K -$29.7K -517 -7%
PL
433
Parkwood LLC
Ohio
$368K +$242K +4,220 +192%
RIM
434
Redpoint Investment Management
Australia
$367K
JSC
435
Jackson Square Capital
California
$366K -$165K -2,877 -31%
VFA
436
Valeo Financial Advisors
Indiana
$361K -$3.67K -64 -1%
SAM
437
Sompo Asset Management
Japan
$355K -$258K -4,500 -42%
SCA
438
Snowden Capital Advisors
New York
$348K +$181K +3,159 +108%
PCS
439
Personal CFO Solutions
New Jersey
$345K -$30.3K -528 -8%
PCP
440
Proficio Capital Partners
Massachusetts
$343K +$18K +314 +6%
SFA
441
Souders Financial Advisors
Ohio
$340K -$4.71K -82 -1%
MYLI
442
Meiji Yasuda Life Insurance
Japan
$337K -$58.2K -1,014 -15%
GC
443
GFG Capital
Florida
$332K +$77.8K +1,354 +31%
Pacer Advisors
444
Pacer Advisors
Pennsylvania
$332K +$332K +5,792 New
KeyBank National Association
445
KeyBank National Association
Ohio
$331K +$5.05K +88 +2%
PCIA
446
Prime Capital Investment Advisors
Kansas
$330K +$14K +243 +4%
TWM
447
Titus Wealth Management
California
$325K +$73.1K +1,275 +29%
PWMAG
448
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$311K -5,425 -49%
PWM
449
Purus Wealth Management
California
$323K -$1.49K -26 -0.5%
BFEC
450
Benjamin F. Edwards & Company
Missouri
$322K -$9.34K -163 -3%