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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 %
HPC
701
HM Payson & Co
Maine
$6K
AA
702
Addison Advisors
Vermont
$6K
LFA
703
Level Financial Advisors
New York
$6K +$286 +5 +5%
NC
704
NewSquare Capital
Pennsylvania
$6K +$6K +100 New
CWP
705
Concord Wealth Partners
Virginia
$5K -$13.2K -216 -72%
LCM
706
Logan Capital Management
Pennsylvania
$5K
MIM
707
Macroview Investment Management
Maryland
$5K
EARNEST Partners
708
EARNEST Partners
Georgia
$5K
CFB
709
Cullen/Frost Bankers
Texas
$5K +$5K +81 New
SAM
710
Strategic Asset Management
Minnesota
$4K -$640 -12 -14%
MS
711
Mizuho Securities
Japan
$4K -$143 -1 -3%
DWA
712
Delos Wealth Advisors
Texas
$4K
HWM
713
HighMark Wealth Management
Minnesota
$4K
BWM
714
Baystate Wealth Management
Massachusetts
$4K
TFM
715
TFC Financial Management
Massachusetts
$4K
SSB
716
Sandy Spring Bank
Maryland
$4K +$232 +4 +6%
ZIG
717
Zullo Investment Group
Pennsylvania
$4K +$845 +15 +27%
TPCW
718
TD Private Client Wealth
New York
$3.33K -$1.78K -31 -35%
FSWA
719
Financial Synergies Wealth Advisors
Texas
$3.04K +$3.04K +53 New
PCG
720
Private Capital Group
Connecticut
$3K -$2.73K -41 -48%
CAM
721
Costello Asset Management
Pennsylvania
$3K
JPLA
722
Joseph P. Lucia & Associates
New York
$3K
PP
723
Pacifica Partners
Canada
$3K
GWA
724
Gibson Wealth Advisors
Texas
$3K
SJIM
725
St. Johns Investment Management
Florida
$3K