DOCU icon

DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
526
EMC Capital Management
Texas
$111K
CB
527
CNB Bank
Pennsylvania
$111K -$5.21K -94 -4%
WWP
528
WR Wealth Planners
Missouri
$110K +$36.3K +656 +49%
QC
529
Quent Capital
New York
$110K -$17.3K -312 -14%
O
530
Ossiam
France
$104K
GG
531
Gleason Group
Kentucky
$103K -$189K -3,407 -65%
WTC
532
WhitTier Trust Company
Nevada
$92.9K -$1.66K -30 -2%
BAAM
533
Baker Avenue Asset Management
California
$92.5K +$92.5K +1,669 New
HCA
534
Harbor Capital Advisors
Illinois
$85.8K +$16.4K +296 +24%
CA
535
CoreCap Advisors
Michigan
$83.9K +$83.9K +1,514 New
CSPIA
536
Cary Street Partners Investment Advisory
Virginia
$83.1K +$83.1K +1,500 New
BAM
537
Belpointe Asset Management
Nevada
$79.1K -$40.5K -731 -34%
TRCT
538
Tower Research Capital (TRC)
New York
$75K -$3.03M -54,442 -98%
PLU
539
Performa Ltd (US)
South Carolina
$74.8K +$36K +650 +93%
GCM
540
Gables Capital Management
Florida
$72.2K -$32.7K -590 -31%
HI
541
Harbour Investments
Wisconsin
$68.8K +$942 +17 +1%
OIM
542
Oder Investment Management
California
$68.4K +$68.4K +1,235 New
UB
543
UMB Bank
Missouri
$68K -$124K -2,220 -65%
CSB
544
City State Bank
Iowa
$66K -$16.5K -300 -20%
HIA
545
Harbor Investment Advisory
Maryland
$64.3K
WWM
546
Wolff Wiese Magana
California
$62.8K -$29.7K -535 -32%
RFA
547
Register Financial Advisors
Georgia
$56.5K +$56.5K +1,020 New
SC
548
Sierra Capital
Florida
$56K +$7.72K +140 +16%
AIM
549
Anchor Investment Management
South Carolina
$55.4K -$5.54K -100 -9%
PMFA
550
Plante Moran Financial Advisors
Michigan
$55.4K