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DocuSign

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
601
Planning Capital Management Corporation
Pennsylvania
$8.92K +$8.92K +150 New
NMM
602
Naples Money Management
Florida
$8.92K +$8.92K +150 New
CWM
603
CarsonAllaria Wealth Management
Illinois
$8.86K -$2.56K -43 -22%
RIM
604
Rakuten Investment Management
Japan
$8.79K +$8.79K +146 New
GCM
605
Gables Capital Management
Florida
$8.62K -$892 -15 -9%
GWSG
606
GPS Wealth Strategies Group
Colorado
$8.38K -$7.73K -130 -48%
IWP
607
IAG Wealth Partners
Wisconsin
$8.32K
DAM
608
Delta Asset Management
Tennessee
$8.32K +$8.32K +140 New
CFGS
609
Concourse Financial Group Securities
Alabama
$8.03K -$2.62K -44 -25%
HGERS
610
Householder Group Estate & Retirement Specialist
Arizona
$8K -$3.5K -63 -30%
FMP
611
Financial Management Professionals
Texas
$8K
PVH
612
Psagot Value Holdings
Israel
$8K +$825 +13 +12%
TWM
613
Tradition Wealth Management
Minnesota
$7K -$890 -15 -11%
RWPA
614
Richard W. Paul & Associates
Michigan
$6.84K
SWS
615
SYSTM Wealth Solutions
Illinois
$6.72K +$6.72K +113 New
PP
616
Pacifica Partners
Canada
$6.68K
T
617
Tidemark
California
$6.6K +$6.6K +111 New
GI
618
GAMMA Investing
California
$6.46K +$6.46K +106 New
AF
619
Advisornet Financial
Minnesota
$6.42K -$654 -11 -9%
MFG
620
Mendota Financial Group
Wisconsin
$6.3K +$654 +11 +12%
PP
621
PFS Partners
New Jersey
$6.24K
PFBT
622
Parkside Financial Bank & Trust
Missouri
$6.06K -$1.55K -26 -20%
PWMG
623
Private Wealth Management Group
New Jersey
$6.06K +$6.06K +102 New
AJ
624
Ashburton (Jersey)
Jersey
$6K
NA
625
Nordwand Advisors
Pennsylvania
$5.95K