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DocuSign

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Shares
Change %
FFL
676
Financial Freedom LLC
Ohio
$2.16K
SWA
677
SOA Wealth Advisors
New York
$2.1K
SIM
678
Studio Investment Management
Illinois
$2.04K +$2.04K +35 New
PVH
679
Psagot Value Holdings
Israel
$2K -$14.5K -224 -88%
RDIA
680
RE Dickinson Investment Advisors
Iowa
$2K
AA
681
AlphaMark Advisors
Kentucky
$2K
CMP
682
Coston McIsaac & Partners
Maine
$2K +$2K +45 New
KTC
683
Kistler-Tiffany Companies
Pennsylvania
$1.98K
LF
684
Lee Financial
Texas
$1.75K -$1.17K -20 -40%
CFD
685
Creative Financial Designs
Indiana
$1.57K +$1.57K +27 New
PFG
686
Piershale Financial Group
Illinois
$1.46K
CHA
687
Carmichael Hill & Associates
Maryland
$1.46K
SWA
688
Sutton Wealth Advisors
Florida
$1.28K
GIA
689
GHP Investment Advisors
Colorado
$1.28K +$1.28K +22 New
BWM
690
BerganKDV Wealth Management
Minnesota
$1.23K
CWA
691
Clearview Wealth Advisors
Oregon
$1.17K +$233 +4 +25%
PS
692
PayPay Securities
Japan
$1.11K -$467 -8 -30%
BTI
693
Blue Trust Inc
Georgia
$1K -$1.73K -19 -63%
GCS
694
Gordian Capital (Singapore)
Singapore
$1K
CAM
695
ClariVest Asset Management
California
$1K
BAM
696
Byrne Asset Management
New Jersey
$1K +$1K +19 New
ZB
697
Zions Bancorporation
Utah
$991 -$583 -10 -37%
CBT
698
Central Bank & Trust
Kentucky
$990 +$990 +17 New
JWM
699
Janiczek Wealth Management
Colorado
$981 +$981 +18 New
OLVIG
700
Oliver Lagore Vanvalin Investment Group
Michigan
$875