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DocuSign

785 hedge funds and large institutions have $8.81B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 299 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-145
Holders Change %
-15.59%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
278
Reduced
299
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
601
Financial Perspectives
Minnesota
$54.2K
AA
602
Ancora Advisors
Ohio
$53K -$17.1K -297 -24%
PCM
603
Penserra Capital Management
California
$53K +$972 +17 +2%
SC
604
Sierra Capital
Florida
$50K
CWM
605
Castle Wealth Management
Florida
$50K +$50K +880 New
PTC
606
Private Trust Company
Ohio
$48K +$48K +842 New
HIIFS
607
Harel Insurance Investments & Financial Services
Israel
$46K -$20.6K -357 -31%
RA
608
Rise Advisors
New York
$46K +$1.14K +20 +3%
WWM
609
Wagner Wealth Management
South Carolina
$44K +$44K +761 New
MHR
610
Matthew Hamilton Rosenberg
$43K
WT
611
Washington Trust
Rhode Island
$43K +$22.6K +400 +111%
IAMOG
612
Investors Asset Management of Georgia
Georgia
$43K +$43K +750 New
VNA
613
Valley National Advisers
Pennsylvania
$42K
BTI
614
Blue Trust Inc
Georgia
$42K +$42K +396 New
Bank of Montreal
615
Bank of Montreal
Ontario, Canada
$40.2K +$14.2K +160,559 +55%
CAL
616
Capital Advisors Ltd
Ohio
$38K -$1.09K -19 -3%
AW
617
ACG Wealth
Georgia
$38K +$38K +654 New
IPAM
618
ICICI Prudential Asset Management
India
$36K +$1.69K +28 +5%
BC
619
Bartlett & Co
Ohio
$34K +$10.3K +179 +44%
BCWM
620
Bartlett & Co Wealth Management
Ohio
$33.8K +$10.3K +179 +44%
Bessemer Group
621
Bessemer Group
New Jersey
$33K +$33K +570 New
AF
622
Allworth Financial
California
$32K +$5.62K +97 +21%
DGAM
623
Desjardins Global Asset Management
Quebec, Canada
$31K
VCM
624
Versant Capital Management
Arizona
$31K +$1.14K +20 +4%
HWA
625
HHM Wealth Advisors
Tennessee
$29K -$2.24K -39 -7%