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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 %
AA
651
Addison Advisors
Vermont
$5K
NC
652
NewSquare Capital
Pennsylvania
$5K
EARNEST Partners
653
EARNEST Partners
Georgia
$5K
HPC
654
HM Payson & Co
Maine
$5K
MIM
655
Macroview Investment Management
Maryland
$5K +$211 +4 +4%
OA
656
Operose Advisors
Wisconsin
$5K +$5K +100 New
BTI
657
Blue Trust Inc
Georgia
$4K -$19K -327 -83%
ZIG
658
Zullo Investment Group
Pennsylvania
$4K
BWM
659
Baystate Wealth Management
Massachusetts
$4K
HWM
660
HighMark Wealth Management
Minnesota
$4K
DWA
661
Delos Wealth Advisors
Texas
$4K
CFB
662
Cullen/Frost Bankers
Texas
$4K
BIA
663
Bell Investment Advisors
California
$4K +$789 +14 +25%
AIP
664
Almanack Investment Partners
Pennsylvania
$4K +$4K +73 New
ADL
665
Asset Dedication LLC
California
$4K +$4K +80 New
HWA
666
HHM Wealth Advisors
Tennessee
$3K -$26.1K -453 -90%
CA
667
Clearstead Advisors
Ohio
$3K -$10.8K -180 -78%
LWANC
668
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$6K -100 -67%
Fifth Third Bancorp
669
Fifth Third Bancorp
Ohio
$3K -$3.39K -61 -53%
SSB
670
Sandy Spring Bank
Maryland
$3K -$185 -4 -6%
SJIM
671
St. Johns Investment Management
Florida
$3K
CAM
672
Costello Asset Management
Pennsylvania
$3K
CAC
673
Core Alternative Capital
Georgia
$3K
GWA
674
Gibson Wealth Advisors
Texas
$3K
RCM
675
Raleigh Capital Management
North Carolina
$3K +$1.26K +21 +72%