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DocuSign

732 hedge funds and large institutions have $8.3B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 273 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
250
Reduced
273
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
501
IFP Advisors
Florida
$193K +$55.1K +967 +40%
MAWCM
502
Mine & Arao Wealth Creation & Management
California
$186K +$34.7K +650 +23%
UB
503
UMB Bank
Missouri
$184K +$268 +5 +0.1%
SWM
504
Spire Wealth Management
Virginia
$176K -$16.2K -302 -8%
Nisa Investment Advisors
505
Nisa Investment Advisors
Missouri
$172K -$491K -10,000 -74%
KOCAA
506
Knights of Columbus Asset Advisors
Connecticut
$162K -$29.5K -550 -15%
TC
507
Truvestments Capital
Florida
$144K -$2.52K -47 -2%
MCM
508
Manchester Capital Management
Vermont
$129K -$42.9K -800 -25%
CP
509
Castleview Partners
Texas
$129K +$129K +2,417 +60,425%
OPW
510
Oxler Private Wealth
New York
$124K
GFPC
511
Global Financial Private Client
Florida
$123K +$476 +9 +0.4%
QC
512
Quent Capital
New York
$122K -$1.23K -23 -1%
SGA
513
Seaport Global Advisors
Massachusetts
$120K +$41.2K +768 +52%
GEA
514
Glen Eagle Advisors
New Jersey
$116K -$3.21K -60 -3%
BAM
515
Belpointe Asset Management
Nevada
$115K +$17.4K +327 +18%
EA
516
Emerald Advisers
Pennsylvania
$114K -$858 -16 -0.7%
CB
517
CNB Bank
Pennsylvania
$112K -$14.7K -275 -12%
S
518
Seeyond
France
$107K -$5.9K -111 -5%
PCC
519
Park Circle Company
Maryland
$107K
TFS
520
TrustCore Financial Services
Tennessee
$106K -$13.8K -258 -11%
AAM
521
Advisors Asset Management
Colorado
$105K -$31.9K -598 -23%
Bessemer Group
522
Bessemer Group
New Jersey
$105K +$74.4K +1,387 +243%
ECM
523
EMC Capital Management
Texas
$103K
EI
524
Ellevest Inc
New York
$102K -$41.7K -776 -29%
GCM
525
Gables Capital Management
Florida
$101K -$63K -1,180 -38%