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DocuSign

732 hedge funds and large institutions have $8.3B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 273 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
250
Reduced
273
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
601
GPS Wealth Strategies Group
Colorado
$15K -$5.41K -101 -27%
CA
602
Crewe Advisors
Utah
$15K +$1K +19 +7%
AAP
603
Arax Advisory Partners
Colorado
$15K +$1.26K +24 +9%
DCM
604
Dupont Capital Management
Delaware
$15K +$15K +280 New
EC
605
EdgeRock Capital
Colorado
$15K +$15K +280 New
CWM
606
CarsonAllaria Wealth Management
Illinois
$14K -$381 -7 -3%
CI Investments Inc
607
CI Investments Inc
Ontario, Canada
$14K +$12.7K +234 +975%
PVH
608
Psagot Value Holdings
Israel
$14K +$14K +255 New
AF
609
Allworth Financial
California
$13K -$15.7K -302 -55%
CFGS
610
Concourse Financial Group Securities
Alabama
$13K -$7.03K -132 -35%
AF
611
Advisornet Financial
Minnesota
$13K -$6.31K -118 -33%
ATC
612
Adirondack Trust Company
New York
$13K
AF
613
Arrow Financial
New York
$12K
MCC
614
Money Concepts Capital
Florida
$12K +$326 +6 +3%
TWA
615
TCI Wealth Advisors
Arizona
$11K -$3.7K -72 -25%
CFO
616
CVA Family Office
Colorado
$11K -$1.57K -30 -13%
CWM
617
Cedar Wealth Management
California
$11K
SA
618
SRH Advisors
Kansas
$11K
TFGT
619
TS Financial Group (TSFG)
Illinois
$11K
MA
620
MUFG Americas
New York
$11K +$11K +212 New
TCM
621
Tradewinds Capital Management
Washington
$10K
TSWM
622
Tyler-Stone Wealth Management
Ohio
$10K
FHA
623
First Horizon Advisors
Tennessee
$10K +$1.5K +32 +18%
HFM
624
Harvest Fund Management
China
$10K +$2.16K +39 +27%
Simplex Trading
625
Simplex Trading
Illinois
$9K