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DocuSign

732 hedge funds and large institutions have $8.3B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 273 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
250
Reduced
273
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
626
Hexagon Capital Partners
Arkansas
$9K
PFP
627
Pinnacle Financial Partners
Tennessee
$9K +$9K +165 New
VCM
628
Vigilant Capital Management
Maine
$9K +$9K +169 New
TFP
629
Tilia Fiduciary Partners
North Carolina
$8K -$84 -2 -1%
BWA
630
BDO Wealth Advisors
Florida
$8K
Bank of Montreal
631
Bank of Montreal
Ontario, Canada
$7.26K -$18.5K -326,137 -72%
C
632
Covestor
United Kingdom
$7K -$5.88K -105 -46%
SCA
633
Stonebridge Capital Advisors
Minnesota
$7K -$856 -17 -11%
BWM
634
BerganKDV Wealth Management
Minnesota
$7K -$228 -4 -3%
ME
635
McIlrath & Eck
Washington
$7K
IWP
636
IAG Wealth Partners
Wisconsin
$7K
CCA
637
Column Capital Advisors
Indiana
$7K
SFCL
638
Strengthening Families & Communities LLC
Massachusetts
$7K
ST
639
Smithfield Trust
Pennsylvania
$7K
ACM
640
Antonetti Capital Management
Florida
$7K
AJ
641
Ashburton (Jersey)
Jersey
$7K
A
642
AustralianSuper
Australia
$6.11K +$6.11K +114,175 New
SIC
643
Salem Investment Counselors
North Carolina
$6K -$1.97K -39 -25%
TWM
644
Tradition Wealth Management
Minnesota
$6K -$1.18K -22 -16%
JWA
645
JFS Wealth Advisors
Pennsylvania
$6K +$429 +8 +8%
CWC
646
Carolinas Wealth Consulting
North Carolina
$6K +$6K +113 New
AIC
647
Archer Investment Corporation
Indiana
$5.88K -$19.6K -367 -77%
PP
648
PFS Partners
New Jersey
$5.62K
CWA
649
Clearview Wealth Advisors
Oregon
$5K -$3.62K -71 -42%
TFA
650
Toth Financial Advisory
Virginia
$5K -$2.5K -50 -33%