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DocuSign

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
701
Capital Advisors Ltd
Ohio
$1K -$1.51K -410 -60%
GCS
702
Gordian Capital (Singapore)
Singapore
$1K
TFA
703
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
CAM
704
ClariVest Asset Management
California
$1K +$1K +11 New
Jones Financial Companies
705
Jones Financial Companies
Missouri
$1K +$1K +18 New
AGAM
706
Audent Global Asset Management
California
$933 +$933 +17 New
IAA
707
Independent Advisor Alliance
North Carolina
$889 -$197 -3,548 -18%
CWA
708
Clearview Wealth Advisors
Oregon
$887 -$4.55K -82 -84%
OLVIG
709
Oliver Lagore Vanvalin Investment Group
Michigan
$831 -$55 -1 -6%
Fifth Third Bancorp
710
Fifth Third Bancorp
Ohio
$665 -$2.33K -42 -78%
PAI
711
Pittenger & Anderson Inc
Nebraska
$610 -$1.39K -25 -69%
FWM
712
Focused Wealth Management
New York
$554
MLA
713
MB, Levis & Associates
Pennsylvania
$554 +$554 +10 New
MYAM
714
Meiji Yasuda Asset Management
Japan
$519 +$39 +700 +8%
JWA
715
JFS Wealth Advisors
Pennsylvania
$443 -$5.76K -104 -93%
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$388 +$388 +7 New
KFI
717
Key Financial Inc
Pennsylvania
$374
SIC
718
SJS Investment Consulting
Ohio
$332 -$387 -7 -54%
TF
719
TimeScale Financial
Massachusetts
$267
SC
720
Schubert & Co
Texas
$222 -$111 -2 -33%
AWM
721
AllSquare Wealth Management
New York
$222
KFS
722
Kelly Financial Services
Massachusetts
$222
DI
723
Disciplined Investments
Oklahoma
$166 +$111 +2 +200%
HS
724
Horan Securities
United States
$140
FGAM
725
Financial Gravity Asset Management
Texas
$84 +$84 +55 New