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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 %
GI
476
Gradient Investments
Minnesota
$69.4K
Pacer Advisors
477
Pacer Advisors
Pennsylvania
$68.7K +$2.6K +62 +4%
CSB
478
City State Bank
Iowa
$68K
OCM
479
Osterweis Capital Management
California
$63K
WTC
480
WhitTier Trust Company
Nevada
$61.7K
UM
481
UniSuper Management
Australia
$58.8K
CB
482
CNB Bank
Pennsylvania
$56K -$4.96K -118 -8%
VSQM
483
V-Square Quantitative Management
Illinois
$55.6K +$3.11K +74 +6%
TIM
484
Tortoise Investment Management
New York
$55.1K
FFA
485
Farther Finance Advisors
California
$49.6K +$21.8K +518 +78%
HI
486
Harbour Investments
Wisconsin
$46.7K -$2.56K -61 -5%
FPF
487
First Pacific Financial
Washington
$45.9K
HCM
488
Hollencrest Capital Management
California
$45.8K
HFS
489
Hantz Financial Services
Michigan
$45K -$6.16M -145,237 -99%
RFA
490
Register Financial Advisors
Georgia
$42.8K
HIA
491
Harbor Investment Advisory
Maryland
$42.4K -$294 -7 -0.7%
PMFA
492
Plante Moran Financial Advisors
Michigan
$42K
CI
493
CAZ Investments
Texas
$42K
FP
494
Financial Perspectives
Minnesota
$41.2K
WWM
495
Wolff Wiese Magana
California
$40.9K -$6.72K -160 -14%
SN
496
Sittner & Nelson
Oregon
$39.9K
HI
497
Horizon Investments
North Carolina
$39K +$2.81K +67 +8%
GBT
498
Grove Bank & Trust
Florida
$37.8K -$315K -7,490 -89%
BCMLT
499
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.8K
PLU
500
Performa Ltd (US)
South Carolina
$34.7K +$11.6K +275 +50%