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DocuSign

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
SVCP
551
Silicon Valley Capital Partners
California
$8.57K
MA
552
Montag & Associates
Georgia
$8.4K
HPC
553
HM Payson & Co
Maine
$8.4K
OIA
554
Optimum Investment Advisors
Illinois
$8.4K
SA
555
SRH Advisors
Kansas
$8.4K
SIC
556
Salem Investment Counselors
North Carolina
$8.11K
CWM
557
CarsonAllaria Wealth Management
Illinois
$8.06K -$1.3K -31 -14%
TCM
558
Tradewinds Capital Management
Washington
$7.98K
GA
559
GoalVest Advisory
New York
$7.6K
CFGS
560
Concourse Financial Group Securities
Alabama
$7.52K
TFGT
561
TS Financial Group (TSFG)
Illinois
$7K
AJ
562
Ashburton (Jersey)
Jersey
$7K
SSB
563
Sandy Spring Bank
Maryland
$6.8K +$6.59K +157 +3,140%
GCM
564
Gables Capital Management
Florida
$6.72K -$11.8K -280 -64%
OP
565
ORG Partners
Indiana
$6.55K -$30.7K -732 -82%
QCG
566
Quadrant Capital Group
Ohio
$6.55K -$10.2K -244 -61%
NC
567
NewSquare Capital
Pennsylvania
$6.43K -$210 -5 -3%
BWM
568
Baystate Wealth Management
Massachusetts
$6.3K -$3.15K -75 -33%
CTA
569
Colonial Trust Advisors
South Carolina
$6.3K
NRG
570
Nemes Rush Group
Michigan
$6.22K -$29.4K -700 -83%
TWM
571
Tradition Wealth Management
Minnesota
$6K -$361 -8 -6%
SFCL
572
Strengthening Families & Communities LLC
Massachusetts
$6K
PP
573
Pacifica Partners
Canada
$5.95K
IWP
574
IAG Wealth Partners
Wisconsin
$5.88K
CCA
575
Column Capital Advisors
Indiana
$5.84K