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DocuSign

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
576
Optimum Investment Advisors
Illinois
$12.4K
SA
577
SRH Advisors
Kansas
$12.4K
MA
578
Montag & Associates
Georgia
$12.4K
HPC
579
HM Payson & Co
Maine
$12.4K
PCMC
580
Planning Capital Management Corporation
Pennsylvania
$12.4K +$3.11K +50 +33%
QC
581
Quent Capital
New York
$12.4K -$8.32K -134 -40%
W
582
WealthCollab
Washington
$12.2K +$7.58K +122 +163%
FHA
583
First Horizon Advisors
Tennessee
$12.2K +$9.19K +148 +308%
GI
584
GAMMA Investing
California
$12.1K -$2.98K -48 -20%
MSG
585
Main Street Group
Virginia
$11.5K
GA
586
GoalVest Advisory
New York
$11.2K
GWSG
587
GPS Wealth Strategies Group
Colorado
$10.5K
CFB
588
Cullen/Frost Bankers
Texas
$10.4K +$9.69K +156 +1,418%
NC
589
NewSquare Capital
Pennsylvania
$9.5K
IWP
590
IAG Wealth Partners
Wisconsin
$8.69K
FMP
591
Financial Management Professionals
Texas
$8K
AJ
592
Ashburton (Jersey)
Jersey
$8K
PWMG
593
Private Wealth Management Group
New Jersey
$7.82K +$1.68K +27 +27%
SFCL
594
Strengthening Families & Communities LLC
Massachusetts
$7.82K
OC
595
Oarsman Capital
Wisconsin
$7.76K +$7.76K +125 New
SIC
596
Salem Investment Counselors
North Carolina
$7.33K
LFG
597
Larson Financial Group
Missouri
$7.27K -$1.99K -32 -21%
SWM
598
Spire Wealth Management
Virginia
$7.14K
IAIM
599
International Assets Investment Management
Florida
$7.07K +$6.95K +431,295 +5,661%
HGERS
600
Householder Group Estate & Retirement Specialist
Arizona
$7K -$1.53K -28 -18%