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DocuSign

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
601
Avion Wealth
Texas
$7K +$1.12K +19 +19%
CTA
602
Colonial Trust Advisors
South Carolina
$6.83K
BWL
603
Bogart Wealth LLC
Virginia
$6.71K
PP
604
PFS Partners
New Jersey
$6.52K
TFIPS
605
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.21K
RIL
606
Rothschild Investment LLC
Illinois
$6.21K
AA
607
Addison Advisors
Vermont
$6.21K
NA
608
Nordwand Advisors
Pennsylvania
$6.21K
MIM
609
Macroview Investment Management
Maryland
$6.02K -$1.86K -30 -24%
TFGT
610
TS Financial Group (TSFG)
Illinois
$6K
PFBT
611
Parkside Financial Bank & Trust
Missouri
$5.96K -$683 -11 -10%
HCM
612
Hollencrest Capital Management
California
$5.59K
QCG
613
Quadrant Capital Group
Ohio
$5.22K +$186 +3 +4%
MIFH
614
Migdal Insurance & Financial Holdings
Israel
$5K -$33.1K -523 -87%
CAL
615
Capital Analysts LLC
Pennsylvania
$5K -$28.1K -449 -85%
HWM
616
Hemington Wealth Management
Virginia
$5K +$5K +73 New
Bessemer Group
617
Bessemer Group
New Jersey
$5K +$5K +80 New
T
618
Tidemark
California
$4.91K
NRG
619
Nemes Rush Group
Michigan
$4.82K
ME
620
McIlrath & Eck
Washington
$4.66K
EWP
621
Elevation Wealth Partners
California
$4.47K
JIP
622
Jaffetilchin Investment Partners
Florida
$4.22K +$4.22K +68 New
BBHC
623
Brown Brothers Harriman & Co
New York
$4.16K +$4.16K +67 New
NS
624
NBC Securities
Alabama
$4K
AssetMark Inc
625
AssetMark Inc
California
$3.6K +$1.3K +21 +57%