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DocuSign

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
601
Elevation Wealth Partners
California
$3.02K
VNA
602
Valley National Advisers
Pennsylvania
$3K -$45.1K -947 -94%
CAL
603
Capital Analysts LLC
Pennsylvania
$3K +$3K +60 New
CWC
604
Carolinas Wealth Consulting
North Carolina
$2.88K
JMF
605
Johnson Midwest Financial
Iowa
$2.56K
CAC
606
Core Alternative Capital
Georgia
$2.56K
GWS
607
Glassman Wealth Services
Virginia
$2.27K -$4.66K -111 -67%
FSWA
608
Financial Synergies Wealth Advisors
Texas
$2.23K
FHA
609
First Horizon Advisors
Tennessee
$2.23K
BCWM
610
Bartlett & Co Wealth Management
Ohio
$2.18K
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.1K
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$2.06K +$42 +1 +2%
ADL
613
Asset Dedication LLC
California
$2K -$981 -26 -33%
AA
614
AlphaMark Advisors
Kentucky
$2K
BC
615
Bartlett & Co
Ohio
$2K
GIA
616
GHP Investment Advisors
Colorado
$1.79K +$893 +22 +100%
OC
617
Oakworth Capital
Alabama
$1.68K
BBHC
618
Brown Brothers Harriman & Co
New York
$1.64K -$24.1K -574 -94%
AAG
619
Armstrong Advisory Group
Massachusetts
$1.55K -$588 -14 -27%
WIM
620
Westside Investment Management
California
$1.34K -$1.55K -37 -54%
CFB
621
Cullen/Frost Bankers
Texas
$1.3K
FFL
622
Financial Freedom LLC
Ohio
$1.26K -$294 -7 -19%
LF
623
Lee Financial
Texas
$1.26K
CAS
624
Coppell Advisory Solutions
Texas
$1.11K -$49.8K -899 -98%
VF
625
VitalStone Financial
Texas
$1K -$1K -20 -50%