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DocuSign

785 hedge funds and large institutions have $8.81B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 299 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-145
Holders Change %
-15.59%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
278
Reduced
299
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
626
Tortoise Investment Management
New York
$29K
ZB
627
Zions Bancorporation
Utah
$28K -$567 -10 -2%
GWS
628
Glassman Wealth Services
Virginia
$28K +$7.85K +137 +39%
AIC
629
Archer Investment Corporation
Indiana
$27.4K
OIA
630
Optimum Investment Advisors
Illinois
$26K -$5.78K -100 -18%
PFBT
631
Parkside Financial Bank & Trust
Missouri
$24K +$12.4K +215 +106%
NSIM
632
North Star Investment Management
Illinois
$23K
FRA
633
Front Row Advisors
California
$23K
RTC
634
Riverview Trust Company
Washington
$23K +$14.1K +242 +159%
GWSG
635
GPS Wealth Strategies Group
Colorado
$22K -$20.7K -358 -48%
CFGS
636
Concourse Financial Group Securities
Alabama
$22K -$1.11K -19 -5%
IFAM
637
Institutional & Family Asset Management
Colorado
$22K
HNB
638
Huntington National Bank
Ohio
$22K +$1.16K +20 +6%
PLU
639
Performa Ltd (US)
South Carolina
$22K +$14.4K +245 +188%
QCG
640
Quadrant Capital Group
Ohio
$21K -$27.6K -478 -57%
LC
641
Lindbrook Capital
California
$21K -$15.7K -269 -43%
AF
642
Advisornet Financial
Minnesota
$21K -$5.24K -90 -20%
MW
643
Milestone Wealth
New York
$21K
POIA
644
Pin Oak Investment Advisors
Texas
$21K +$8.94K +157 +74%
RE
645
RBC Europe
United Kingdom
$20K
MAM
646
Meeder Asset Management
Ohio
$18K +$7.7K +136 +75%
EDRH
647
Edmond de Rothschild Holding
Switzerland
$17K -$510K -9,000 -97%
SN
648
Sittner & Nelson
Oregon
$17K
CYG
649
Clean Yield Group
Vermont
$17K
EIP
650
Ellis Investment Partners
Pennsylvania
$17K +$4.53K +80 +36%