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DocuSign

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
Activest Wealth Management
Florida
$12.9K +$12.9K +229 New
WP
602
WealthPLAN Partners
Nebraska
$12.8K +$12.8K +219 New
CWM
603
Cedar Wealth Management
California
$12.5K
IWP
604
IAG Wealth Partners
Wisconsin
$12.2K +$4.08K +70 +50%
C
605
Covestor
United Kingdom
$12K -$176 -3 -1%
SA
606
SRH Advisors
Kansas
$12K
HPC
607
HM Payson & Co
Maine
$11.7K
OIA
608
Optimum Investment Advisors
Illinois
$11.7K
SIS
609
Strategic Investment Solutions
Illinois
$11.7K +$11.7K +200 New
CA
610
Crewe Advisors
Utah
$11.6K -$1.05K -18 -8%
TCM
611
Tradewinds Capital Management
Washington
$11.1K
HIM
612
Hillsdale Investment Management
Ontario, Canada
$11.1K +$11.1K +190 New
FRA
613
Front Row Advisors
California
$11K
GA
614
GoalVest Advisory
New York
$10.6K -$234K -4,013 -96%
TFA
615
Toth Financial Advisory
Virginia
$10.5K +$4.66K +80 +80%
CFGS
616
Concourse Financial Group Securities
Alabama
$10.4K +$1.46K +25 +16%
BWA
617
BDO Wealth Advisors
Florida
$10.1K +$875 +15 +9%
Simplex Trading
618
Simplex Trading
Illinois
$10K -$2.08M -36,732 -100%
GWS
619
Glassman Wealth Services
Virginia
$9.91K
AF
620
Advisornet Financial
Minnesota
$9.27K -$1.92K -33 -17%
DWMG
621
DB Wealth Management Group
California
$9.21K
NC
622
NewSquare Capital
Pennsylvania
$9.21K
CT
623
Colonial Trust
South Carolina
$9.16K
TFGT
624
TS Financial Group (TSFG)
Illinois
$9K -$2.81K -50 -24%
CA
625
Clearstead Advisors
Ohio
$8.75K