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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 %
SWM
576
Spire Wealth Management
Virginia
$6.15K -$65.3K -1,220 -91%
BTI
577
Blue Trust Inc
Georgia
$6.07K +$6.07K +102 New
SWS
578
SYSTM Wealth Solutions
Illinois
$6.05K
CTA
579
Colonial Trust Advisors
South Carolina
$5.89K -$2.73K -51 -32%
BWL
580
Bogart Wealth LLC
Virginia
$5.78K -$7.01K -131 -55%
PFBT
581
Parkside Financial Bank & Trust
Missouri
$5.73K +$856 +16 +18%
PP
582
PFS Partners
New Jersey
$5.62K
RIL
583
Rothschild Investment LLC
Illinois
$5.35K
TFIPS
584
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.35K
AA
585
Addison Advisors
Vermont
$5.35K
NA
586
Nordwand Advisors
Pennsylvania
$5.35K
PWMG
587
Private Wealth Management Group
New Jersey
$5.3K -$161 -3 -3%
VNA
588
Valley National Advisers
Pennsylvania
$5K -$463 -10 -8%
TFGT
589
TS Financial Group (TSFG)
Illinois
$5K
AW
590
Avion Wealth
Texas
$5K +$4.55K +91 +1,011%
IGWM
591
ICA Group Wealth Management
Colorado
$4.82K -$21.4K -400 -82%
HCM
592
Hollencrest Capital Management
California
$4.82K
NRG
593
Nemes Rush Group
Michigan
$4.33K
QCG
594
Quadrant Capital Group
Ohio
$4.33K
CFGS
595
Concourse Financial Group Securities
Alabama
$4.28K -$2.94K -55 -41%
T
596
Tidemark
California
$4.23K -$1.71K -32 -29%
ME
597
McIlrath & Eck
Washington
$4.01K
AFWM
598
Abich Financial Wealth Management
Virginia
$4.01K +$1.02K +19 +34%
W
599
WealthCollab
Washington
$4.01K +$4.01K +75 New
EWP
600
Elevation Wealth Partners
California
$3.85K