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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 %
WAM
576
Wolverine Asset Management
Illinois
$25K -$110K -2,070 -82%
DGAM
577
Desjardins Global Asset Management
Quebec, Canada
$24K -$4.47K -86 -16%
OIA
578
Optimum Investment Advisors
Illinois
$24K
PFBT
579
Parkside Financial Bank & Trust
Missouri
$22K -$652 -12 -3%
NSIM
580
North Star Investment Management
Illinois
$22K
FRA
581
Front Row Advisors
California
$21K -$693 -13 -3%
IFAM
582
Institutional & Family Asset Management
Colorado
$21K
MAM
583
Meeder Asset Management
Ohio
$21K +$3.96K +74 +23%
POIA
584
Pin Oak Investment Advisors
Texas
$20K
GWS
585
Glassman Wealth Services
Virginia
$19K -$7.7K -141 -29%
HNB
586
Huntington National Bank
Ohio
$19K -$1.46K -27 -7%
LC
587
Lindbrook Capital
California
$19K -$544 -10 -3%
MW
588
Milestone Wealth
New York
$19K
VAM
589
Vienna Asset Management
California
$19K +$19K +350 New
SAM
590
Strategic Asset Management
Minnesota
$19K +$16.6K +507 +676%
AWM
591
Avior Wealth Management
Nebraska
$18K +$3.71K +70 +26%
LFG
592
Larson Financial Group
Missouri
$18K +$3.97K +75 +28%
LS
593
Livforsakringsbolaget Skandia
Sweden
$16K -$74.7K -1,400 -82%
CT
594
Cambridge Trust
Massachusetts
$16K -$53.3K -1,000 -77%
QCG
595
Quadrant Capital Group
Ohio
$16K -$3.16K -60 -16%
EDRH
596
Edmond de Rothschild Holding
Switzerland
$16K
EIP
597
Ellis Investment Partners
Pennsylvania
$16K
CYG
598
Clean Yield Group
Vermont
$16K
HNWAG
599
High Net Worth Advisory Group
Florida
$16K +$16K +300 New
EWA
600
EverSource Wealth Advisors
Alabama
$15K -$35.8K -685 -70%