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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 %
O
526
Ossiam
France
$100K +$100K +1,868 New
EW
527
Evoke Wealth
California
$92K -$16.5K -310 -15%
WTC
528
WhitTier Trust Company
Nevada
$91K -$53 -1 -0.1%
WWM
529
Wolff Wiese Magana
California
$90K -$1.3K -24 -1%
GTAM
530
Global Trust Asset Management
Florida
$89K +$536 +10 +0.6%
HI
531
Hudock Inc
Pennsylvania
$88K
WFA
532
Wipfli Financial Advisors
Wisconsin
$86K +$86K +1,607 New
CSB
533
City State Bank
Iowa
$80K +$25.1K +470 +46%
WWP
534
WR Wealth Planners
Missouri
$70.9K +$11K +206 +18%
HI
535
Harbour Investments
Wisconsin
$70K
HCA
536
Harbor Capital Advisors
Illinois
$67K -$36.2K -676 -35%
HIA
537
Harbor Investment Advisory
Maryland
$62K -$37.7K -705 -38%
ANBT
538
American National Bank & Trust
Texas
$61K -$3.42K -64 -5%
ECG
539
Edge Capital Group
Georgia
$61K +$6.63K +125 +12%
MIFH
540
Migdal Insurance & Financial Holdings
Israel
$59K -$4.94K -89 -8%
AIM
541
Anchor Investment Management
South Carolina
$58.8K
MA
542
Montag & Associates
Georgia
$58K -$1.34K -25 -2%
PA
543
PSI Advisors
Florida
$57K -$4.78K -90 -8%
CWM
544
Castle Wealth Management
Florida
$55K +$8.01K +150 +17%
PMFA
545
Plante Moran Financial Advisors
Michigan
$53K
CI
546
CAZ Investments
Texas
$53K
GI
547
Gradient Investments
Minnesota
$52K -$9.31K -175 -15%
SN
548
Sittner & Nelson
Oregon
$51K +$34.9K +650 +217%
FP
549
Financial Perspectives
Minnesota
$50.5K
PCM
550
Penserra Capital Management
California
$50K +$1.26K +24 +3%