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DocuSign

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
526
Harbour Investments
Wisconsin
$52K -$9K -145 -15%
HNB
527
Huntington National Bank
Ohio
$51.5K -$3.35K -54 -6%
WSFS
528
Wilmington Savings Fund Society
Delaware
$50.9K +$50.9K +819 New
IA
529
IFP Advisors
Florida
$49.7K +$5.53K +89 +13%
RWM
530
Reston Wealth Management
Virginia
$46.6K +$46.6K +750 New
SMFG
531
Sumitomo Mitsui Financial Group
Japan
$46.4K -$686K -11,131 -94%
AF
532
Allworth Financial
California
$46.1K -$5.96K -96 -11%
BCMLT
533
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.8K
WT
534
Whittier Trust
California
$44.4K
VFA
535
Virtus Fund Advisers
Connecticut
$42.7K
RS
536
Rakuten Securities
Japan
$40.9K -$5.15K -83 -11%
WWM
537
Wolff Wiese Magana
California
$38.7K +$4.6K +74 +13%
CAL
538
Capital Advisors Ltd
Ohio
$35K +$311 +5 +0.9%
ZRP
539
Zynergy Retirement Planning
New Jersey
$34.6K
LC
540
Lindbrook Capital
California
$33.1K +$5.77K +93 +21%
BIG
541
Brooklyn Investment Group
New York
$32.7K +$32.7K +527 New
PTC
542
Private Trust Company
Ohio
$32K
CPG
543
Cornerstone Planning Group
New Jersey
$30.4K -$70 -1 -0.2%
IUHSA
544
Itau Unibanco Holding S.A.
Brazil
$27.5K +$27.5K +443 New
BTC
545
Bank & Trust Company
Illinois
$26.3K -$1.18K -19 -4%
TWC
546
TD Waterhouse Canada
Ontario, Canada
$25.4K -$12K -195 -32%
NSIM
547
North Star Investment Management
Illinois
$25.2K
AWM
548
Avior Wealth Management
Nebraska
$24.6K -$6.46K -104 -21%
AA
549
Ancora Advisors
Ohio
$23.9K
PLU
550
Performa Ltd (US)
South Carolina
$22.4K