DOCU icon

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 %
IA
501
IFP Advisors
Florida
$38.1K +$1.45K +27 +4%
GRP
502
Global Retirement Partners
California
$36.9K -$482 -9 -1%
VFA
503
Virtus Fund Advisers
Connecticut
$36.8K +$2.41K +45 +7%
MG
504
Mather Group
Illinois
$34.4K +$33.6K +564 +4,338%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$33.7K -$37.1K -672 -52%
RFA
506
Register Financial Advisors
Georgia
$33.2K
NFSG
507
Newbridge Financial Services Group
Florida
$32.1K -$10.7K -200 -25%
MIFH
508
Migdal Insurance & Financial Holdings
Israel
$32K -$13.7K -257 -30%
SOW
509
State of Wyoming
Wyoming
$30.4K -$55.7K -1,042 -65%
CAL
510
Capital Advisors Ltd
Ohio
$30K
ZRP
511
Zynergy Retirement Planning
New Jersey
$29.8K +$29.8K +557 New
WWM
512
Wolff Wiese Magana
California
$29.4K -$6.9K -129 -19%
CAL
513
Capital Analysts LLC
Pennsylvania
$28K
PTC
514
Private Trust Company
Ohio
$27.6K +$16.1K +300 +140%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$27.3K +$26.8K +500 +5,000%
AWM
516
Avior Wealth Management
Nebraska
$26.8K -$2.25K -42 -8%
GLR
517
Great Lakes Retirement
Ohio
$26.8K +$26.8K +500 New
RA
518
Rise Advisors
New York
$26.5K
BTC
519
Bank & Trust Company
Illinois
$23.7K +$23.7K +443 New
LC
520
Lindbrook Capital
California
$23.5K +$749 +14 +3%
NSIM
521
North Star Investment Management
Illinois
$21.7K
GI
522
Gradient Investments
Minnesota
$21.7K
CPG
523
Cornerstone Planning Group
New Jersey
$21.6K
AGWCA
524
Annis Gardner Whiting Capital Advisors
Florida
$20.6K +$20.6K +385 New
AA
525
Ancora Advisors
Ohio
$20.6K