DOCU icon

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 %
Caisse de Depot et Placement du Quebec (CDPQ)
451
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$321K +$321K +5,595 New
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$320K +$14.8K +258 +5%
NFC
453
Northeast Financial Consultants
Connecticut
$317K -$380K -6,622 -55%
IWM
454
IHT Wealth Management
Illinois
$317K -$5.62K -98 -2%
B
455
Bailard
California
$317K
KA
456
Kovack Advisors
Florida
$309K -$48.9K -852 -14%
KPWS
457
Kestra Private Wealth Services
Texas
$309K -$22.1K -385 -7%
SCM
458
Silvant Capital Management
Georgia
$309K +$402 +7 +0.1%
OWP
459
Obermeyer Wealth Partners
Colorado
$308K -$9.2M -160,485 -97%
BA
460
Bristlecone Advisors
Washington
$308K -$60.6K -1,054 -16%
SIC
461
Sigma Investment Counselors
Michigan
$306K -$359K -6,263 -54%
AWM
462
Apollon Wealth Management
South Carolina
$304K +$14.6K +254 +5%
CG
463
Clarus Group
Texas
$304K +$144K +2,500 +89%
AIM
464
Artemis Investment Management
United Kingdom
$303K -$158K -2,746 -34%
GG
465
Gleason Group
Kentucky
$302K +$14.3K +250 +5%
MTIM
466
Marathon Trading Investment Management
Pennsylvania
$298K -$97.4K -1,700 -25%
IC
467
Intersect Capital
California
$296K -$1.32K -23 -0.4%
CTC
468
Central Trust Company
Missouri
$294K -$19.1K -333 -6%
FPGK
469
Financial Partners Group (Kansas)
Kansas
$290K -$24.1K -420 -8%
AC
470
Avestar Capital
New York
$289K -$85.2K -1,484 -23%
RGC
471
Roberts, Glore & Co
Illinois
$289K +$21.5K +375 +8%
P
472
&Partners
Tennessee
$288K +$7.74K +135 +3%
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$287K -$117K -2,029 -29%
AWS
474
Atria Wealth Solutions
New York
$277K -$328K -5,704 -54%
LA
475
Legacy Advisors
Pennsylvania
$277K +$2.13K +37 +0.8%