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DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
601
Global Retirement Partners
California
$15K -$29K -524 -66%
RTC
602
Riverview Trust Company
Washington
$14K -$15.7K -285 -53%
CWM
603
CarsonAllaria Wealth Management
Illinois
$14K -$55 -1 -0.4%
PVH
604
Psagot Value Holdings
Israel
$14K
EBA
605
Eagle Bay Advisors
New York
$13.9K +$13.9K +250 New
PA
606
PSI Advisors
Florida
$13.2K -$46.3K -835 -78%
FFA
607
Farther Finance Advisors
California
$13.2K +$13.2K +238 New
ATC
608
Adirondack Trust Company
New York
$13K
CA
609
Crewe Advisors
Utah
$12K -$3.71K -67 -24%
AF
610
Arrow Financial
New York
$12K
TFGT
611
TS Financial Group (TSFG)
Illinois
$12K
CWM
612
Cedar Wealth Management
California
$11.9K
FHA
613
First Horizon Advisors
Tennessee
$11.2K -$610 -11 -5%
OIA
614
Optimum Investment Advisors
Illinois
$11.1K -$13.9K -250 -56%
HPC
615
HM Payson & Co
Maine
$11.1K +$5.54K +100 +100%
OA
616
Operose Advisors
Wisconsin
$11.1K +$5.54K +100 +100%
SA
617
SRH Advisors
Kansas
$11K
C
618
Covestor
United Kingdom
$11K +$4.36K +82 +66%
VCM
619
Versant Capital Management
Arizona
$10.6K -$18.7K -338 -64%
AF
620
Advisornet Financial
Minnesota
$10.6K -$2.83K -51 -21%
TCM
621
Tradewinds Capital Management
Washington
$10.5K
BHWM
622
Beaird Harris Wealth Management
Texas
$10.1K +$9.64K +174 +2,175%
FRA
623
Front Row Advisors
California
$10K -$11.4K -210 -53%
GWS
624
Glassman Wealth Services
Virginia
$9.42K -$9.86K -178 -51%
CT
625
Colonial Trust
South Carolina
$9.03K +$9.03K +162 New