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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 %
IAIM
651
International Assets Investment Management
Florida
$248K +$63.3K +590 +34%
BEI
652
Benjamin Edwards Inc
Missouri
$247K +$52.1K +486 +27%
CA
653
Carson Advisory
Georgia
$244K +$244K +2,282 New
KMWM
654
Keudell/Morrison Wealth Management
Oregon
$243K +$243K +2,273 New
FCM
655
Fourpath Capital Management
Oklahoma
$240K +$43.4K +404 +22%
RIA
656
Realta Investment Advisors
Delaware
$238K -$48.8K -455 -17%
TFS
657
TrustCore Financial Services
Tennessee
$238K +$119K +1,110 +100%
MCM
658
Manchester Capital Management
Vermont
$236K +$38.2K +357 +19%
WCA
659
Westover Capital Advisors
Delaware
$235K -$19K -178 -7%
PL
660
Parkwood LLC
Ohio
$235K +$39.3K +367 +20%
S
661
Seeyond
France
$232K -$4.6K -43 -2%
First Manhattan
662
First Manhattan
New York
$230K +$174K +1,625 +310%
EA
663
Emerald Advisers
Pennsylvania
$229K -$2.46K -23 -1%
XS
664
XR Securities
Illinois
$226K -$436K -4,066 -66%
MJRIC
665
Mogy Joel R Investment Counsel
California
$225K -$193K -1,800 -46%
AC
666
Allstate Corporation
Illinois
$224K -$75.6K -707 -25%
CS
667
Comerica Securities
Michigan
$223K -$53.2K -496 -19%
WTC
668
WhitTier Trust Company
Nevada
$223K -$20.3K -190 -8%
AWS
669
AJ Wealth Strategies
New York
$223K
RWB
670
RMR Wealth Builders
New Jersey
$222K +$222K +2,070 New
IAN
671
Integrated Advisors Network
Texas
$221K -$25.2K -235 -10%
TA
672
Tectonic Advisors
Texas
$221K +$221K +2,064 New
NB
673
Norinchukin Bank
Japan
$220K +$44.8K +417 +26%
V
674
Veritable
Delaware
$220K +$220K +2,057 New
PA
675
PFG Advisors
Arizona
$218K -$88.3K -823 -29%