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DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
576
CI Investments Inc
Ontario, Canada
$31K +$16.6K +298 +116%
HT
577
Headlands Technologies
Illinois
$30K +$30K +537 New
PFBT
578
Parkside Financial Bank & Trust
Missouri
$29.6K +$7.15K +129 +32%
TSWM
579
Tyler-Stone Wealth Management
Ohio
$29K +$18.4K +336 +173%
ECG
580
Edge Capital Group
Georgia
$28K -$35.7K -645 -56%
EWM
581
Evermay Wealth Management
Virginia
$27.8K +$27.8K +501 New
SIA
582
Sit Investment Associates
Minnesota
$27K -$903K -16,390 -97%
TFS
583
TrustCore Financial Services
Tennessee
$25.7K -$84.5K -1,525 -77%
HNB
584
Huntington National Bank
Ohio
$25K +$5.54K +100 +28%
PCIG
585
Partners Capital Investment Group
Massachusetts
$24.1K +$24.1K +434 New
TWA
586
TCI Wealth Advisors
Arizona
$22.8K +$11K +198 +93%
NSIM
587
North Star Investment Management
Illinois
$22.5K
MSCM
588
McElhenny Sheffield Capital Management
Texas
$22.5K +$22.5K +150 New
PWS
589
Paragon Wealth Strategies
Florida
$22.2K +$22.2K +400 New
IFAM
590
Institutional & Family Asset Management
Colorado
$21.7K +$111 +2 +0.5%
EC
591
Elequin Capital
New York
$21.3K +$21.3K +384 New
QL
592
Quarry LP
New York
$20.8K +$20.8K +376 New
BEI
593
Benjamin Edwards Inc
Missouri
$20K -$28.4K -503 -59%
POIA
594
Pin Oak Investment Advisors
Texas
$20K
CFO
595
CVA Family Office
Colorado
$19.4K +$7.76K +140 +67%
LFG
596
Larson Financial Group
Missouri
$18.8K
AWM
597
Avior Wealth Management
Nebraska
$18.8K
CT
598
Cambridge Trust
Massachusetts
$17K
LS
599
Livforsakringsbolaget Skandia
Sweden
$16.6K
AAP
600
Arax Advisory Partners
Colorado
$16K +$166 +3 +1%