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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 %
SC
551
Sierra Capital
Florida
$47K
BEI
552
Benjamin Edwards Inc
Missouri
$46K -$12.7K -237 -22%
PTC
553
Private Trust Company
Ohio
$44K -$907 -17 -2%
CCA
554
Catalyst Capital Advisors
New York
$43K -$163K -3,009 -79%
RA
555
Rise Advisors
New York
$43K -$268 -5 -0.6%
HIIFS
556
Harel Insurance Investments & Financial Services
Israel
$42K -$2.4K -43 -5%
WWM
557
Wagner Wealth Management
South Carolina
$41K
WT
558
Washington Trust
Rhode Island
$41K
CHC
559
City Holding Co
West Virginia
$41K +$41K +768 New
IPAM
560
ICICI Prudential Asset Management
India
$39K +$7.33K +138 +23%
MHR
561
Matthew Hamilton Rosenberg
$38K +$797 +15 +2%
GRP
562
Global Retirement Partners
California
$38K +$25.3K +530 +200%
PLU
563
Performa Ltd (US)
South Carolina
$37K +$17.2K +325 +87%
CAL
564
Capital Advisors Ltd
Ohio
$36K +$1.06K +20 +3%
First Manhattan
565
First Manhattan
New York
$34K -$78.5K -1,500 -70%
AA
566
Ancora Advisors
Ohio
$31K -$17.5K -332 -36%
VNA
567
Valley National Advisers
Pennsylvania
$30K
WT
568
Whittier Trust
California
$30K +$30K +554 New
RTC
569
Riverview Trust Company
Washington
$29K +$7.8K +145 +37%
IAMOG
570
Investors Asset Management of Georgia
Georgia
$28K -$12K -225 -30%
VCM
571
Versant Capital Management
Arizona
$28K -$687 -13 -2%
TIM
572
Tortoise Investment Management
New York
$27K
BCWM
573
Bartlett & Co Wealth Management
Ohio
$26.2K -$5.29K -99 -17%
BC
574
Bartlett & Co
Ohio
$26K -$5.25K -99 -17%
ZB
575
Zions Bancorporation
Utah
$26K -$106 -2 -0.4%