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DocuSign

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$211K +$211K +3,538 New
LG
477
LaFleur & Godfrey
Michigan
$210K -$17.9K -300 -8%
O
478
Ossiam
France
$210K +$210K +3,529 New
SI
479
Stephens Inc
Arkansas
$209K -$3.22K -54 -2%
FPGK
480
Financial Partners Group (Kansas)
Kansas
$208K
IWM
481
IHT Wealth Management
Illinois
$207K -$20.2K -339 -9%
GWM
482
Geneos Wealth Management
Colorado
$205K
SS
483
Sunbelt Securities
Texas
$203K +$34.1K +572 +20%
MGP
484
Metis Global Partners
California
$202K -$6.85K -115 -3%
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$202K +$834 +14 +0.4%
AIG
486
American International Group
New York
$201K -$2.86K -48 -1%
TLCM
487
Twin Lakes Capital Management
California
$195K
BFEC
488
Benjamin F. Edwards & Company
Missouri
$193K -$35.1K -589 -15%
FFA
489
Farther Finance Advisors
California
$185K -$2.21K -38 -1%
KOCAA
490
Knights of Columbus Asset Advisors
Connecticut
$180K
TC
491
Truvestments Capital
Florida
$174K -$185K -3,104 -52%
UM
492
UniSuper Management
Australia
$173K +$89.3K +1,500 +107%
RFM
493
Royal Fund Management
Florida
$167K -$1.57M -26,400 -90%
A
494
Allianz
Germany
$153K +$153K +2,562 New
MAWCM
495
Mine & Arao Wealth Creation & Management
California
$151K -$40.2K -675 -21%
C
496
Covestor
United Kingdom
$139K +$48.2K +810 +53%
VSQM
497
V-Square Quantitative Management
Illinois
$135K
CTC
498
Central Trust Company
Missouri
$127K -$834 -14 -0.7%
IPW
499
Impact Partnership Wealth
Georgia
$126K +$126K +2,110 +211,000%
CI
500
CAZ Investments
Texas
$119K