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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 %
CAC
726
Core Alternative Capital
Georgia
$3K +$1K +17 +50%
TCWM
727
Total Clarity Wealth Management
Illinois
$3K +$3K +50 New
BIA
728
Bell Investment Advisors
California
$3K +$3K +57 New
SWA
729
SOA Wealth Advisors
New York
$2K -$21.4K -386 -91%
Loomis, Sayles & Company
730
Loomis, Sayles & Company
Massachusetts
$2K -$5K -95 -71%
KTC
731
Kistler-Tiffany Companies
Pennsylvania
$2K -$294 -5 -13%
RCM
732
Raleigh Capital Management
North Carolina
$2K
AssetMark Inc
733
AssetMark Inc
California
$2K
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
JAM
735
JCIC Asset Management
Ontario, Canada
$2K
NL
736
NVWM LLC
Pennsylvania
$2K
WB
737
Webster Bank
Connecticut
$2K
AWM
738
Atticus Wealth Management
Florida
$2K +$837 +18 +72%
JFA
739
JNBA Financial Advisors
Minnesota
$2K +$2K +31 New
HWMA
740
Heritage Wealth Management (Arizona)
Arizona
$1.15K
PAI
741
Pittenger & Anderson Inc
Nebraska
$1K -$90.9K -1,000 -99%
PFGIA
742
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$9.28K -167 -90%
CHA
743
Carmichael Hill & Associates
Maryland
$1K
GCS
744
Gordian Capital (Singapore)
Singapore
$1K
AP
745
Arlington Partners
Alabama
$1K
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
BCMLT
747
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
AFS
748
Annapolis Financial Services
Maryland
$1K
MWA
749
Moser Wealth Advisors
Washington
$1K
FA
750
Fortis Advisors
Pennsylvania
$1K