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DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
626
BDO Wealth Advisors
Florida
$8.76K
NC
627
NewSquare Capital
Pennsylvania
$8.76K +$3.21K +58 +58%
DWMG
628
DB Wealth Management Group
California
$8.76K +$8.76K +158 New
Dimensional Fund Advisors
629
Dimensional Fund Advisors
Texas
$8.6K +$942 +16,992 +12%
CFGS
630
Concourse Financial Group Securities
Alabama
$8.53K -$4.99K -90 -37%
CA
631
Clearstead Advisors
Ohio
$8.31K +$5.54K +100 +200%
TFP
632
Tilia Fiduciary Partners
North Carolina
$8.04K -$2.49K -45 -24%
SFCL
633
Strengthening Families & Communities LLC
Massachusetts
$8K
IWP
634
IAG Wealth Partners
Wisconsin
$7.76K
CCA
635
Column Capital Advisors
Indiana
$7.7K
SCA
636
Stonebridge Capital Advisors
Minnesota
$7.32K -$388 -7 -5%
ACM
637
Antonetti Capital Management
Florida
$7.09K
AJ
638
Ashburton (Jersey)
Jersey
$7K
CPG
639
Cornerstone Planning Group
New Jersey
$6.86K +$6.86K +127 New
ME
640
McIlrath & Eck
Washington
$6.71K -$1.05K -19 -14%
SIC
641
Salem Investment Counselors
North Carolina
$6.6K
RWPA
642
Richard W. Paul & Associates
Michigan
$6.37K +$6.37K +115 New
BIA
643
Bell Investment Advisors
California
$6.21K +$2.27K +41 +58%
AIC
644
Archer Investment Corporation
Indiana
$6.1K
PTC
645
Private Trust Company
Ohio
$6K -$43.5K -725 -88%
TWM
646
Tradition Wealth Management
Minnesota
$6K
ZIG
647
Zullo Investment Group
Pennsylvania
$5.88K +$1.94K +35 +49%
PP
648
PFS Partners
New Jersey
$5.82K
TFA
649
Toth Financial Advisory
Virginia
$5.54K
AA
650
Addison Advisors
Vermont
$5.54K