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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 %
Simplex Trading
676
Simplex Trading
Illinois
$10K -$5.68M -100,548 -100%
CWA
677
Clearview Wealth Advisors
Oregon
$10K -$651 -11 -6%
BDWM
678
Brewin Dolphin Wealth Management
Ireland
$10K
COCM
679
Charter Oak Capital Management
New Hampshire
$10K
FHA
680
First Horizon Advisors
Tennessee
$10K +$9.01K +163 +906%
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K -$420 -7 -4%
SCA
682
Stonebridge Capital Advisors
Minnesota
$9K -$231 -4 -3%
TFA
683
Toth Financial Advisory
Virginia
$9K
HCP
684
Hexagon Capital Partners
Arkansas
$9K
BWA
685
BDO Wealth Advisors
Florida
$9K +$1.6K +28 +22%
SIC
686
Salem Investment Counselors
North Carolina
$9K +$3.3K +58 +58%
TWM
687
Tradition Wealth Management
Minnesota
$8K -$1.13K -19 -12%
CCA
688
Column Capital Advisors
Indiana
$8K -$230 -4 -3%
AJ
689
Ashburton (Jersey)
Jersey
$8K
HFM
690
Harvest Fund Management
China
$8K
ME
691
McIlrath & Eck
Washington
$8K
IWP
692
IAG Wealth Partners
Wisconsin
$8K
VVP
693
Venture Visionary Partners
Ohio
$7.4K +$7.4K +129 New
Fifth Third Bancorp
694
Fifth Third Bancorp
Ohio
$7K -$1.28K -21 -15%
ST
695
Smithfield Trust
Pennsylvania
$7K
ACM
696
Antonetti Capital Management
Florida
$7K
BWM
697
BerganKDV Wealth Management
Minnesota
$7K +$661 +12 +10%
FCG
698
Financial Connections Group
California
$7K +$7K +134 New
PP
699
PFS Partners
New Jersey
$6.03K +$6.03K +105 New
JWA
700
JFS Wealth Advisors
Pennsylvania
$6K -$346 -6 -5%