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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 %
APC
676
Aspire Private Capital
North Carolina
$3K +$3K +49 New
CL
677
COWA LLC
Oklahoma
$3K +$3K +50 New
LF
678
Lee Financial
Texas
$3K +$3K +50 New
SFO
679
Standard Family Office
South Dakota
$3K +$3K +53 New
FSWA
680
Financial Synergies Wealth Advisors
Texas
$2.83K
JAM
681
JCIC Asset Management
Ontario, Canada
$2K
NL
682
NVWM LLC
Pennsylvania
$2K
RDIA
683
RE Dickinson Investment Advisors
Iowa
$2K
AWM
684
Atticus Wealth Management
Florida
$2K
WB
685
Webster Bank
Connecticut
$2K
KTC
686
Kistler-Tiffany Companies
Pennsylvania
$2K
PP
687
Pacifica Partners
Canada
$2K
PAI
688
Pittenger & Anderson Inc
Nebraska
$2K +$1.39K +25 +227%
JWM
689
Janiczek Wealth Management
Colorado
$2K +$1.32K +33 +194%
ONST
690
Old North State Trust
North Carolina
$2K +$2K +34 New
1832 Asset Management
691
1832 Asset Management
Ontario, Canada
$2K +$2K +43 New
PI
692
PFS Investments
Georgia
$1.89K +$5 +87 +0.2%
TPCW
693
TD Private Client Wealth
New York
$1.6K -$1.5K -28 -48%
HWP
694
Highline Wealth Partners
California
$1.28K +$1.28K +24 New
SWA
695
Sutton Wealth Advisors
Florida
$1.02K +$1.02K +19 New
MS
696
Mizuho Securities
Japan
$1K -$37 -1 -4%
FWM
697
Focused Wealth Management
New York
$1K
CHA
698
Carmichael Hill & Associates
Maryland
$1K
PCA
699
Providence Capital Advisors
North Carolina
$1K
HWMA
700
Heritage Wealth Management (Arizona)
Arizona
$1K