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DocuSign

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Shares
Change %
TFP
626
Tilia Fiduciary Partners
North Carolina
$8.45K
PP
627
Pacifica Partners
Canada
$8.15K +$5.62K +100 +222%
CCA
628
Column Capital Advisors
Indiana
$8.1K
AJ
629
Ashburton (Jersey)
Jersey
$8K
FMP
630
Financial Management Professionals
Texas
$8K +$8K +129 New
Commonwealth Equity Services
631
Commonwealth Equity Services
Massachusetts
$7.95K -$629 -10,789 -7%
SCA
632
Stonebridge Capital Advisors
Minnesota
$7.7K
Jones Financial Companies
633
Jones Financial Companies
Missouri
$7.52K +$6.47K +111 +617%
ACM
634
Antonetti Capital Management
Florida
$7.46K
OC
635
Oakworth Capital
Alabama
$7.4K +$5.07K +87 +218%
BEI
636
Benjamin Edwards Inc
Missouri
$7K -$14.9K -241 -68%
TWM
637
Tradition Wealth Management
Minnesota
$7K +$299 +5 +4%
SIC
638
Salem Investment Counselors
North Carolina
$6.94K
RWPA
639
Richard W. Paul & Associates
Michigan
$6.71K
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$6.65K +$5.95K +102 +850%
CFB
641
Cullen/Frost Bankers
Texas
$6.53K +$1.81K +31 +38%
AIC
642
Archer Investment Corporation
Indiana
$6.41K
PP
643
PFS Partners
New Jersey
$6.12K
AA
644
Addison Advisors
Vermont
$5.83K
TAM
645
Tucker Asset Management
Colorado
$5.83K +$5.83K +100 New
NA
646
Nordwand Advisors
Pennsylvania
$5.83K +$5.83K +100 New
ME
647
McIlrath & Eck
Washington
$5.77K -$1.28K -22 -18%
APC
648
Aspire Private Capital
North Carolina
$5.6K +$233 +4 +4%
MIM
649
Macroview Investment Management
Maryland
$5.54K
GWSA
650
Global Wealth Strategies & Associates
Colorado
$5.54K