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DocuSign

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
576
NBC Securities
Alabama
$17K
WTG
577
West Tower Group
Virginia
$16.6K -$17.4K -293 -51%
OP
578
ORG Partners
Indiana
$16.5K +$7.19K +121 +78%
AWM
579
Activest Wealth Management
Florida
$16K
TWC
580
TD Waterhouse Canada
Ontario, Canada
$15K -$9.1K -155 -38%
MIM
581
Macroview Investment Management
Maryland
$14.9K -$3.15K -53 -17%
LFG
582
Larson Financial Group
Missouri
$14.6K -$6.18K -104 -30%
PA
583
PSI Advisors
Florida
$14.2K
SIS
584
Strategic Investment Solutions
Illinois
$12.8K -$736K -12,384 -98%
CWM
585
Cedar Wealth Management
California
$12.7K
CFO
586
CVA Family Office
Colorado
$12.6K +$12.6K +212 New
ATC
587
Adirondack Trust Company
New York
$12.5K
OIA
588
Optimum Investment Advisors
Illinois
$11.9K
MA
589
Montag & Associates
Georgia
$11.9K
HPC
590
HM Payson & Co
Maine
$11.9K
SA
591
SRH Advisors
Kansas
$11.9K
SIC
592
Salem Investment Counselors
North Carolina
$11.5K
CG
593
Cutler Group
California
$11K -$796K -14,464 -99%
MSG
594
Main Street Group
Virginia
$11K +$11K +185 New
GA
595
GoalVest Advisory
New York
$10.8K
TFGT
596
TS Financial Group (TSFG)
Illinois
$10K
WT
597
Washington Trust
Rhode Island
$9.51K -$35.7K -600 -79%
PWM
598
Partnership Wealth Management
Maryland
$9.14K +$9.14K +150 New
NC
599
NewSquare Capital
Pennsylvania
$9.1K
TCM
600
Tradewinds Capital Management
Washington
$8.92K -$2.38K -40 -21%