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DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
426
StoneX Group
New York
$336K +$336K +6,067 New
TA
427
Tiedemann Advisors
New York
$335K
I
428
InceptionR
California
$333K +$333K +6,011 New
RGC
429
Roberts, Glore & Co
Illinois
$331K -$108K -1,945 -25%
IAS
430
Insigneo Advisory Services
Florida
$331K +$331K +5,981 New
AFA
431
Abacus FCF Advisors
Florida
$330K -$355K -6,398 -52%
CFA
432
Compass Financial Advisors
Indiana
$325K -$10.5K -190 -3%
ProShare Advisors
433
ProShare Advisors
Maryland
$325K -$9.53M -171,874 -97%
WWM
434
Western Wealth Management
Colorado
$324K -$337K -6,074 -51%
FHA
435
Flagship Harbor Advisors
Massachusetts
$318K -$74.4K -1,342 -19%
PCS
436
Personal CFO Solutions
New Jersey
$314K -$31.3K -565 -9%
LG
437
LaFleur & Godfrey
Michigan
$311K -$144K -2,590 -32%
CIAS
438
Capital Investment Advisory Services
North Carolina
$310K +$310K +5,596 New
CCP
439
Carmel Capital Partners
California
$307K -$53.1K -958 -15%
B
440
Bailard
California
$306K
SCM
441
Silvant Capital Management
Georgia
$302K +$4.54K +82 +2%
FPGK
442
Financial Partners Group (Kansas)
Kansas
$298K -$10.3K -167 -3%
TC
443
Truvestments Capital
Florida
$297K +$148K +2,679 +100%
AWM
444
Apollon Wealth Management
South Carolina
$293K -$3.27K -59 -1%
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
$293K
AP
446
Americana Partners
Texas
$292K -$47.3K -882 -14%
TMAM
447
Tokio Marine Asset Management
Japan
$290K +$45.8K +827 +19%
BMWM
448
Brown Miller Wealth Management
Virginia
$290K +$21K +379 +8%
UC
449
Unio Capital
New Jersey
$289K +$289K +5,210 New
GAA
450
Green Alpha Advisors
Colorado
$288K -$311K -5,622 -52%