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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 %
MIFH
501
Migdal Insurance & Financial Holdings
Israel
$34K -$4.6K -108 -12%
PTC
502
Private Trust Company
Ohio
$33.1K
LC
503
Lindbrook Capital
California
$32.9K +$8.1K +193 +33%
IA
504
IFP Advisors
Florida
$32.1K -$5K -119 -13%
BCM
505
BluePath Capital Management
Georgia
$32K +$32K +762 New
WT
506
Washington Trust
Rhode Island
$31.9K
WT
507
Whittier Trust
California
$30.5K -$7.27K -173 -19%
CMBA
508
C.M. Bidwell & Associates
Hawaii
$28.6K -$210 -5 -0.7%
TSWM
509
Tyler-Stone Wealth Management
Ohio
$28K -$2.14K -50 -7%
GRP
510
Global Retirement Partners
California
$26.5K +$83 +2 +0.3%
UB
511
UMB Bank
Missouri
$25.5K -$16.2K -386 -39%
DGAM
512
Desjardins Global Asset Management
Quebec, Canada
$25.3K -$504 -12 -2%
WTG
513
West Tower Group
Virginia
$24.1K +$18.6K +442 +337%
CAL
514
Capital Advisors Ltd
Ohio
$23K
RA
515
Rise Advisors
New York
$22.9K -$4.2K -100 -15%
VCM
516
Versant Capital Management
Arizona
$21.9K -$2.86K -68 -12%
KFP
517
KB Financial Partners
New Jersey
$21K
SSG
518
Summit Securities Group
New York
$21K +$8.53K +205 +68%
Kayne Anderson Rudnick Investment Management
519
Kayne Anderson Rudnick Investment Management
California
$20.4K -$9.79K -233 -32%
AF
520
Allworth Financial
California
$20.1K -$5.54K -132 -22%
HNB
521
Huntington National Bank
Ohio
$18.6K +$1.68K +40 +10%
QL
522
Quarry LP
New York
$18.3K +$3.19K +76 +21%
AA
523
Ancora Advisors
Ohio
$18.1K -$3.15K -75 -15%
TWC
524
TD Waterhouse Canada
Ontario, Canada
$17.9K
NSIM
525
North Star Investment Management
Illinois
$17.1K