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DocuSign

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
651
Oakworth Capital
Alabama
$2.04K -$4.45K -87 -69%
VF
652
VitalStone Financial
Texas
$2K -$2.75K -55 -58%
AA
653
AlphaMark Advisors
Kentucky
$2K
RDIA
654
RE Dickinson Investment Advisors
Iowa
$2K
PVH
655
Psagot Value Holdings
Israel
$2K +$622 +14 +45%
FFL
656
Financial Freedom LLC
Ohio
$1.89K
SIM
657
Studio Investment Management
Illinois
$1.79K
KTC
658
Kistler-Tiffany Companies
Pennsylvania
$1.74K
CFB
659
Cullen/Frost Bankers
Texas
$1.58K -$4.14K -81 -72%
LF
660
Lee Financial
Texas
$1.53K
NCM
661
Northwest Capital Management
Oregon
$1.48K +$1.48K +29 New
CFD
662
Creative Financial Designs
Indiana
$1.38K
CHA
663
Carmichael Hill & Associates
Maryland
$1.28K
PFG
664
Piershale Financial Group
Illinois
$1.28K
Fifth Third Bancorp
665
Fifth Third Bancorp
Ohio
$1.12K -$4.7K -92 -81%
SWA
666
Sutton Wealth Advisors
Florida
$1.12K
GIA
667
GHP Investment Advisors
Colorado
$1.08K
BWM
668
BerganKDV Wealth Management
Minnesota
$1.07K
CFS
669
CGC Financial Services
Oregon
$1.07K +$1.07K +21 New
CWA
670
Clearview Wealth Advisors
Oregon
$1.02K
CAM
671
ClariVest Asset Management
California
$1K
BTI
672
Blue Trust Inc
Georgia
$1K
TAIM
673
TD Ameritrade Investment Management
Nebraska
$1K +$1K +22 New
RG
674
Retirement Group
California
$971 +$971 +19 New
JWM
675
Janiczek Wealth Management
Colorado
$920