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DocuSign

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
S
476
SignatureFD
Georgia
$86.6K -$6.96K -130 -7%
EWA
477
EverSource Wealth Advisors
Alabama
$85.7K +$14.6K +263 +21%
VCM
478
Versant Capital Management
Arizona
$76.7K +$45.1K +843 +143%
WTC
479
WhitTier Trust Company
Nevada
$74.5K +$1.23K +23 +2%
CMBA
480
C.M. Bidwell & Associates
Hawaii
$73.8K
TSMHT
481
Thurston Springer Miller Herd & Titak
Indiana
$72.4K +$72.4K +1,354 New
HI
482
Horizon Investments
North Carolina
$72.1K +$8.24K +154 +13%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$64.1K -$28.3K -526 -31%
FPF
484
First Pacific Financial
Washington
$58.4K
GTAM
485
Global Trust Asset Management
Florida
$58.2K
CA
486
Clearstead Advisors
Ohio
$54.2K -$8.08K -151 -13%
HIA
487
Harbor Investment Advisory
Maryland
$54.1K +$107 +2 +0.2%
WTG
488
West Tower Group
Virginia
$53.5K -$26.8K -500 -33%
QL
489
Quarry LP
New York
$52.9K +$52.9K +989 New
HI
490
Harbour Investments
Wisconsin
$52.6K +$4.39K +82 +9%
FP
491
Financial Perspectives
Minnesota
$52.5K
NC
492
nVerses Capital
Florida
$48.2K +$48.2K +900 New
CSB
493
City State Bank
Iowa
$48.1K -$5.35K -100 -10%
CI Investments Inc
494
CI Investments Inc
Ontario, Canada
$48K +$26.7K +496 +125%
HNB
495
Huntington National Bank
Ohio
$47.2K -$7.7K -144 -14%
AF
496
Allworth Financial
California
$46.9K -$44.7K -801 -49%
CAS
497
Coppell Advisory Solutions
Texas
$41.1K +$41.1K +769 New
RS
498
Rakuten Securities
Japan
$39.7K -$39.1K -731 -50%
BCMLT
499
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.6K +$535 +10 +1%
WT
500
Whittier Trust
California
$38.3K