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DocuSign

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
651
Valued Wealth Advisors
Utah
$808
MG
652
Mather Group
Illinois
$807 -$35K -564 -98%
VWWMG
653
Vermillion & White Wealth Management Group
Pennsylvania
$745
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$683 -$31K -499 -98%
PAI
655
Pittenger & Anderson Inc
Nebraska
$683
MLA
656
MB, Levis & Associates
Pennsylvania
$621
SJIM
657
St. Johns Investment Management
Florida
$621
AWM
658
Abound Wealth Management
Tennessee
$621 +$621 +10 New
OP
659
ORG Partners
Indiana
$620 -$7.5K -121 -92%
TWD
660
True Wealth Design
Ohio
$559 -$124 -2 -18%
PPA
661
Painted Porch Advisors
California
$559
RTC
662
Riverview Trust Company
Washington
$559 +$559 +9 New
AF
663
Advisornet Financial
Minnesota
$497 -$1.24K -20 -71%
GJIA
664
Glass Jacobson Investment Advisors
Maryland
$497
HWP
665
Highline Wealth Partners
California
$497 +$497 +8 New
KFI
666
Key Financial Inc
Pennsylvania
$435
VAMG
667
Voisard Asset Management Group
Michigan
$435 +$435 +7 New
BMC
668
Bear Mountain Capital
Washington
$350
SIC
669
SJS Investment Consulting
Ohio
$311 -$435 -7 -58%
PS
670
PayPay Securities
Japan
$310 -$496 -8 -62%
ACA
671
American Capital Advisory
Idaho
$249
MCM
672
Manchester Capital Management
Vermont
$249
JWA
673
JFS Wealth Advisors
Pennsylvania
$125 -$1.81K -29 -94%
DJSG
674
D.J. St. Germain
Massachusetts
$124
DPW
675
DiNuzzo Private Wealth
Pennsylvania
$63 -$441 -7 -88%