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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 %
JWA
676
JFS Wealth Advisors
Pennsylvania
$920 +$409 +8 +80%
SC
677
Solstein Capital
California
$920 +$920 +18 New
MHR
678
Matthew Hamilton Rosenberg
$766 -$35.7K -700 -98%
NSG
679
Nalls Sherbakoff Group
Tennessee
$677
PS
680
PayPay Securities
Japan
$613 -$358 -7 -37%
ZB
681
Zions Bancorporation
Utah
$613 -$255 -5 -29%
PAI
682
Pittenger & Anderson Inc
Nebraska
$562
2L
683
25 LLC
Missouri
$540
MLA
684
MB, Levis & Associates
Pennsylvania
$511
FWM
685
Focused Wealth Management
New York
$511
MCA
686
Maryland Capital Advisors
Maryland
$511 +$511 +10 New
SIC
687
SJS Investment Consulting
Ohio
$410 +$103 +2 +33%
KFI
688
Key Financial Inc
Pennsylvania
$358
PO
689
Private Ocean
California
$358
GJIA
690
Glass Jacobson Investment Advisors
Maryland
$358 +$358 +7 New
SSB
691
Sandy Spring Bank
Maryland
$256 +$256 +5 New
TF
692
TimeScale Financial
Massachusetts
$255
AWM
693
AllSquare Wealth Management
New York
$224
HS
694
Horan Securities
United States
$219
ECM
695
EMC Capital Management
Texas
$181 +$140 +6,877 +344%
DI
696
Disciplined Investments
Oklahoma
$153
DJSG
697
D.J. St. Germain
Massachusetts
$102 +$102 +2 New
FGAM
698
Financial Gravity Asset Management
Texas
$96 +$96 +51 New
TWD
699
True Wealth Design
Ohio
$52 -$3.12K -60 -98%
EWM
700
Evermay Wealth Management
Virginia
$52