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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 %
TWA
651
TCI Wealth Advisors
Arizona
$16K -$895 -16 -5%
SFCL
652
Strengthening Families & Communities LLC
Massachusetts
$16K
LFG
653
Larson Financial Group
Missouri
$15K -$16.6K -294 -53%
GRP
654
Global Retirement Partners
California
$15K -$14.2K -250 -49%
AWM
655
Avior Wealth Management
Nebraska
$15K
AAP
656
Arax Advisory Partners
Colorado
$15K +$575 +10 +4%
CWM
657
CarsonAllaria Wealth Management
Illinois
$15K +$852 +15 +6%
CA
658
Crewe Advisors
Utah
$15K +$15K +265 New
CLOS
659
Compagnie Lombard Odier SCmA
Switzerland
$14K
CFO
660
CVA Family Office
Colorado
$14K +$933 +16 +7%
MCC
661
Money Concepts Capital
Florida
$13K -$182K -3,010 -93%
CA
662
Clearstead Advisors
Ohio
$13K -$7.63K -135 -37%
AF
663
Arrow Financial
New York
$13K -$1.44K -25 -10%
C
664
Covestor
United Kingdom
$13K -$396 -7 -3%
ATC
665
Adirondack Trust Company
New York
$13K
AWM
666
Activest Wealth Management
Florida
$13K +$5K +88 +62%
CI
667
CX Institutional
Indiana
$13K +$13K +225 New
TFGT
668
TS Financial Group (TSFG)
Illinois
$12K -$2.29K -40 -16%
TFP
669
Tilia Fiduciary Partners
North Carolina
$12K
CWM
670
Cedar Wealth Management
California
$12K
TCM
671
Tradewinds Capital Management
Washington
$11K -$9.21K -159 -46%
HCM
672
Highlander Capital Management
New Jersey
$11K -$2.75K -50 -20%
SA
673
SRH Advisors
Kansas
$11K
TSWM
674
Tyler-Stone Wealth Management
Ohio
$11K
ED
675
Exane Derivatives
France
$10.3K