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DocuSign

930 hedge funds and large institutions have $16.3B invested in DocuSign in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 288 reducing their positions, and 204 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-73
Holders Change %
-7.28%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
390
Reduced
288
Closed
204
Calls
$1.9B
Puts
$2.08B
Net Calls
-$183M
Net Calls Change
+$657M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
626
Titleist Capital
Texas
$277K +$277K +2,588 New
PWM
627
Perigon Wealth Management
California
$276K -$52.2K -487 -16%
MCC
628
Malaga Cove Capital
California
$276K +$7.5K +70 +3%
SIG
629
Stonegate Investment Group
Alabama
$274K +$41.1K +384 +18%
LFA
630
Legacy Financial Advisors
Kentucky
$274K +$274K +2,558 New
EFS
631
Essex Financial Services
Connecticut
$273K -$37.8K -352 -12%
MOS
632
MGO One Seven
Ohio
$273K +$10.7K +100 +4%
WAM
633
Wolverine Asset Management
Illinois
$271K +$271K +2,539 New
RHBC
634
R.H. Bluestein & Co
Michigan
$270K -$24.6K -230 -8%
GEA
635
Glen Eagle Advisors
New Jersey
$269K -$107 -1 -0%
DWM
636
Drive Wealth Management
Utah
$268K +$268K +2,503 New
RFN
637
Redwood Financial Network
Ohio
$268K +$268K +2,505 New
ACM
638
Alpha Capital Management
Texas
$267K -$31.8K -297 -11%
NFG
639
Nations Financial Group
Iowa
$267K -$15.7K -146 -6%
QC
640
Quent Capital
New York
$265K -$57.3K -535 -18%
CMI
641
Clare Market Investments
Texas
$264K -$191K -1,784 -42%
CAG
642
Csenge Advisory Group
Florida
$264K +$264K +2,461 New
AWA
643
Aaron Wealth Advisors
Illinois
$264K +$264K +28,279 New
ESCM
644
Echo Street Capital Management
New York
$258K -$97.2K -907 -27%
WA
645
Wealth Architects
California
$255K +$8.45K +79 +3%
GCP
646
GSA Capital Partners
United Kingdom
$254K +$254K +2,367 New
FCM
647
Fortis Capital Management
Washington
$254K +$254K +2,374 New
CP
648
Castleview Partners
Texas
$250K -$15M -140,524 -98%
EW
649
Evoke Wealth
California
$249K +$12.9K +121 +5%
OPW
650
Oxler Private Wealth
New York
$248K -$162K -1,511 -39%