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DocuSign

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
451
Vestcor Inc
New Brunswick, Canada
$198K -$1.52K -36 -0.8%
KWA
452
Kingswood Wealth Advisors
California
$197K -$60.5K -1,441 -24%
Lazard Asset Management
453
Lazard Asset Management
New York
$194K +$180K +4,279 +1,248%
KI
454
Kapitalo Investimentos
Brazil
$190K +$190K +4,516 New
XC
455
XY Capital
Hong Kong
$175K +$175K +4,164 New
BFEC
456
Benjamin F. Edwards & Company
Missouri
$169K -$4.7K -112 -3%
CTC
457
Central Trust Company
Missouri
$165K
PI
458
PGGM Investments
Netherlands
$154K +$154K +3,659 New
GWM
459
Geneos Wealth Management
Colorado
$152K -$28.7K -683 -16%
AIG
460
American International Group
New York
$148K -$10.3K -245 -7%
TLCM
461
Twin Lakes Capital Management
California
$139K
Nisa Investment Advisors
462
Nisa Investment Advisors
Missouri
$134K -$34.9K -830 -21%
EWA
463
EverSource Wealth Advisors
Alabama
$128K -$30.6K -729 -19%
KOCAA
464
Knights of Columbus Asset Advisors
Connecticut
$127K
GTAM
465
Global Trust Asset Management
Florida
$126K -$588 -14 -0.5%
SWM
466
Spire Wealth Management
Virginia
$126K -$12K -286 -9%
SS
467
Sunbelt Securities
Texas
$125K +$65.9K +1,570 +112%
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$118K +$24.4K +580 +26%
MAWCM
469
Mine & Arao Wealth Creation & Management
California
$115K -$14.7K -350 -11%
Loomis, Sayles & Company
470
Loomis, Sayles & Company
Massachusetts
$113K -$137K -3,244 -55%
IG
471
ING Group
Netherlands
$100K +$100K +2,380 New
S
472
SignatureFD
Georgia
$96.6K -$13.7K -327 -12%
OAM
473
Ostrum Asset Management
France
$88.5K -$588 -14 -0.7%
GG
474
Gleason Group
Kentucky
$77.9K -$42 -1 -0.1%
BAAM
475
Baker Avenue Asset Management
California
$72.9K -$810K -19,291 -92%