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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 %
PLU
526
Performa Ltd (US)
South Carolina
$19.3K
TSWM
527
Tyler-Stone Wealth Management
Ohio
$19K
IC
528
Innealta Capital
Texas
$18K +$18K +337 New
IFAM
529
Institutional & Family Asset Management
Colorado
$17.9K -$375 -7 -2%
QC
530
Quent Capital
New York
$17.8K
LS
531
Livforsakringsbolaget Skandia
Sweden
$16.1K
SN
532
Sittner & Nelson
Oregon
$16.1K
NI
533
NCP Inc
California
$16.1K +$5.35K +100 +50%
SC
534
Swan Capital
Florida
$16.1K +$16.1K +300 New
WWP
535
WR Wealth Planners
Missouri
$15K -$3.91K -73 -21%
HFS
536
Hantz Financial Services
Michigan
$15K -$29.5K -556 -66%
AWM
537
Activest Wealth Management
Florida
$14.4K
CWM
538
CarsonAllaria Wealth Management
Illinois
$13.6K
CB
539
CNB Bank
Pennsylvania
$13.2K -$28.6K -534 -68%
GI
540
GAMMA Investing
California
$13K +$6.21K +116 +91%
PA
541
PSI Advisors
Florida
$12.8K
GEA
542
Glen Eagle Advisors
New Jersey
$12.8K -$696 -13 -5%
CFO
543
CVA Family Office
Colorado
$12.6K +$1.23K +23 +11%
ATC
544
Adirondack Trust Company
New York
$12.6K
SIS
545
Strategic Investment Solutions
Illinois
$12.5K +$12.5K +225 New
GBT
546
Grove Bank & Trust
Florida
$12.4K -$10.1K -188 -45%
CWM
547
Cedar Wealth Management
California
$11.4K
CA
548
Continuum Advisory
Idaho
$10.9K -$749 -14 -6%
CTC
549
Central Trust Company
Missouri
$10.7K -$103K -1,925 -91%
MA
550
Montag & Associates
Georgia
$10.7K