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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 %
RCAG
476
Rehmann Capital Advisory Group
Michigan
$276K +$60.7K +1,057 +28%
AAS
477
Annex Advisory Services
Wisconsin
$275K +$275K +4,798 New
GA
478
GoalVest Advisory
New York
$274K -$2.03K -31 -0.7%
JSL
479
JT Stratford LLC
Georgia
$273K -$1.25M -21,789 -82%
MWA
480
Meridian Wealth Advisors
Texas
$271K +$18.6K +324 +7%
TWC
481
TD Waterhouse Canada
Ontario, Canada
$271K +$230K +3,694 +561%
CF
482
Copperwynd Financial
Arizona
$270K -$13.3K -232 -5%
NFSG
483
Newbridge Financial Services Group
Florida
$269K -$7.51K -131 -3%
RB
484
Rodgers Brothers
Pennsylvania
$267K +$54.5K +950 +26%
BS
485
Boenning & Scattergood
Pennsylvania
$266K -$66.2K -1,155 -20%
VI
486
Vestcor Inc
New Brunswick, Canada
$264K +$85.6K +1,493 +48%
PWP
487
Perfromance Wealth Partners
Illinois
$257K -$1.72K -30 -0.7%
NA
488
NewEdge Advisors
Louisiana
$256K +$256K +4,470 New
TIS
489
Tortoise Index Solutions
Kansas
$255K +$13.3K +231 +5%
MFAM
490
Motley Fool Asset Management
Virginia
$255K +$255K +3,900 New
EF
491
Empowered Funds
Pennsylvania
$255K +$255K +4,449 New
RJT
492
Raymond James Trust
Florida
$253K +$11.4K +199 +5%
MCC
493
Malaga Cove Capital
California
$252K +$105K +1,840 +71%
GBWM
494
Granite Bay Wealth Management
New Hampshire
$251K +$18.9K +329 +8%
HAS
495
HBW Advisory Services
California
$251K +$65.2K +1,136 +35%
IA
496
Inspire Advisors
Idaho
$249K +$249K +4,333 New
CCFM
497
Clear Creek Financial Management
Washington
$247K -$817K -14,227 -77%
AIP
498
Ameritas Investment Partners
Nebraska
$246K
SAM
499
Silverhawk Asset Management
Arizona
$243K
BM
500
Brandywine Managers
Delaware
$242K -$74.7K -1,300 -24%