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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 %
MA
551
Montag & Associates
Georgia
$10.7K
HPC
552
HM Payson & Co
Maine
$10.7K
OIA
553
Optimum Investment Advisors
Illinois
$10.7K
MSG
554
Main Street Group
Virginia
$10.2K
GA
555
GoalVest Advisory
New York
$9.68K
LI
556
LRI Investments
Florida
$9.15K +$9.15K +171 New
GWSG
557
GPS Wealth Strategies Group
Colorado
$9.04K +$1.5K +28 +20%
SAM
558
Smartleaf Asset Management
Massachusetts
$9.01K +$8.27K +157 +1,121%
NC
559
NewSquare Capital
Pennsylvania
$8.19K
PCMC
560
Planning Capital Management Corporation
Pennsylvania
$8.03K
PWM
561
Partnership Wealth Management
Maryland
$8.03K
TCM
562
Tradewinds Capital Management
Washington
$8.03K
HGERS
563
Householder Group Estate & Retirement Specialist
Arizona
$8K +$615 +12 +8%
LFG
564
Larson Financial Group
Missouri
$7.97K +$1.61K +30 +25%
PP
565
Pacifica Partners
Canada
$7.85K
OWA
566
Opal Wealth Advisors
New York
$7.54K +$7.54K +141 New
IWP
567
IAG Wealth Partners
Wisconsin
$7.49K
ETC
568
Exchange Traded Concepts
Oklahoma
$7.38K -$342K -6,396 -98%
OP
569
ORG Partners
Indiana
$7.22K +$7.22K +131 New
FMP
570
Financial Management Professionals
Texas
$7K
SFCL
571
Strengthening Families & Communities LLC
Massachusetts
$7K +$7K +126 New
AJ
572
Ashburton (Jersey)
Jersey
$7K +$7K +133 New
MIM
573
Macroview Investment Management
Maryland
$6.8K
ADL
574
Asset Dedication LLC
California
$6.53K +$3.69K +69 +130%
SIC
575
Salem Investment Counselors
North Carolina
$6.31K