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DocuSign

732 hedge funds and large institutions have $8.3B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 273 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
250
Reduced
273
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
451
Financial Partners Group (Kansas)
Kansas
$266K -$3.95K -74 -1%
IWM
452
IHT Wealth Management
Illinois
$263K -$33.3K -622 -11%
PWP
453
Perfromance Wealth Partners
Illinois
$263K +$23.3K +436 +10%
EF
454
Empowered Funds
Pennsylvania
$263K +$25.5K +478 +11%
BMWM
455
Brown Miller Wealth Management
Virginia
$259K +$43.1K +807 +20%
PWM
456
Purus Wealth Management
California
$258K -$42.8K -800 -14%
IWC
457
Integrated Wealth Concepts
Massachusetts
$258K +$43.6K +815 +20%
CWA
458
Canvas Wealth Advisors
Kansas
$257K -$656K -13,401 -72%
CG
459
Clarus Group
Texas
$256K -$26.7K -500 -9%
MWA
460
Meridian Wealth Advisors
Texas
$253K
VI
461
Vestcor Inc
New Brunswick, Canada
$252K +$5.62K +105 +2%
RB
462
Rodgers Brothers
Pennsylvania
$249K
Citadel Advisors
463
Citadel Advisors
Florida
$248K -$8.14M -152,367 -97%
GBWM
464
Granite Bay Wealth Management
New Hampshire
$245K +$12K +225 +5%
ER
465
Enlightenment Research
Florida
$241K +$241K +4,504 New
MA
466
Modus Advisors
Minnesota
$239K -$382K -7,144 -62%
TMAM
467
Tokio Marine Asset Management
Japan
$236K +$36.9K +690 +19%
CCFM
468
Clear Creek Financial Management
Washington
$235K +$5.08K +95 +2%
AIP
469
Ameritas Investment Partners
Nebraska
$235K +$5.34K +100 +2%
BFM
470
Boothbay Fund Management
New York
$234K +$234K +4,385 New
IA
471
Inspire Advisors
Idaho
$232K -$161 -3 -0.1%
FNBT
472
FineMark National Bank & Trust
Florida
$231K +$10.7K +200 +5%
FFN
473
Focus Financial Network
Minnesota
$230K +$19.7K +369 +9%
DF
474
Donoghue Forlines
Massachusetts
$230K -$218K -4,083 -49%
GBT
475
Grove Bank & Trust
Florida
$229K +$4.5K +84 +2%