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DocuSign

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
426
Walleye Trading
New York
$310K
IWC
427
Integrated Wealth Concepts
Massachusetts
$308K -$1.61K -26 -0.5%
HFM
428
Harvest Fund Management
China
$306K +$306K +4,926 New
AWM
429
Ariadne Wealth Management
California
$300K +$300K +3,927 New
KPWS
430
Kestra Private Wealth Services
Texas
$295K -$63.2K -1,018 -18%
SPC
431
Sigma Planning Corp
Michigan
$292K +$6.58K +106 +2%
FHA
432
Flagship Harbor Advisors
Massachusetts
$290K +$290K +4,674 New
Truist Financial
433
Truist Financial
North Carolina
$288K -$279K -4,500 -49%
AFG
434
Atomi Financial Group
New York
$287K +$50.6K +815 +21%
VI
435
Vestcor Inc
New Brunswick, Canada
$287K
PP
436
Pingora Partners
Wyoming
$286K
DG
437
DMC Group
Alabama
$283K +$12.5K +201 +5%
LGF
438
LGT Group Foundation
Liechtenstein
$281K +$281K +3,540 New
SFG
439
Sovereign Financial Group
Connecticut
$279K +$11.4K +184 +4%
IAA
440
Independent Advisor Alliance
North Carolina
$277K -$37.9K -611 -12%
GAM
441
Griffin Asset Management
New York
$276K
ORG
442
Optimist Retirement Group
Washington
$274K +$10K +161 +4%
AAP
443
Arax Advisory Partners
Colorado
$272K +$28.3K +456 +12%
IPW
444
Impact Partnership Wealth
Georgia
$271K -$1.37K -22 -0.5%
SCM
445
Silvant Capital Management
Georgia
$270K -$6.58K -106 -2%
AWA
446
Aaron Wealth Advisors
Illinois
$269K +$269K +4,334 New
FFA
447
Farther Finance Advisors
California
$268K +$78.9K +1,271 +42%
O
448
Ossiam
France
$263K +$36.1K +582 +16%
GF
449
Gries Financial
Ohio
$259K -$108K -1,743 -30%
TC
450
Tairen Capital
Hong Kong
$257K +$257K +3,700 New