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DocuSign

732 hedge funds and large institutions have $8.3B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 250 increasing their positions, 273 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
250
Reduced
273
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
751
Sigma Planning Corp
Michigan
-$415K -7,238 Closed
CC
752
Clearline Capital
New York
-$402K -7,009 Closed
ARC
753
Advisor Resource Council
Texas
-$400K -6,963 Closed
BAAM
754
Baker Avenue Asset Management
California
-$388K -6,755 Closed
PL
755
Parkwood LLC
Ohio
-$368K -6,416 Closed
SAM
756
Sompo Asset Management
Japan
-$355K -6,190 Closed
PWS
757
Precision Wealth Strategies
Missouri
-$382K -6,185 Closed
SFA
758
Souders Financial Advisors
Ohio
-$340K -5,921 Closed
PCIA
759
Prime Capital Investment Advisors
Kansas
-$330K -5,743 Closed
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
-$323K -5,628 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
761
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$321K -5,595 Closed
AIM
762
Artemis Investment Management
United Kingdom
-$303K -5,272 Closed
MTIM
763
Marathon Trading Investment Management
Pennsylvania
-$298K -5,200 Closed
P
764
&Partners
Tennessee
-$288K -5,025 Closed
LA
765
Legacy Advisors
Pennsylvania
-$277K -4,821 Closed
AAS
766
Annex Advisory Services
Wisconsin
-$275K -4,798 Closed
JSL
767
JT Stratford LLC
Georgia
-$273K -4,763 Closed
HAS
768
HBW Advisory Services
California
-$251K -4,372 Closed
AIM
769
Aspen Investment Management
Michigan
-$241K -4,207 Closed
GAM
770
Grandview Asset Management
Pennsylvania
-$240K -4,178 Closed
PG
771
Pendal Group
Australia
-$238K -4,147 Closed
EWM
772
Empirical Wealth Management
Washington
-$234K -4,086 Closed
VanEck Associates
773
VanEck Associates
New York
-$225K -3,923 Closed
UCFA
774
United Capital Financial Advisors
Texas
-$222K -3,875 Closed
SIA
775
Schechter Investment Advisors
Michigan
-$222K -3,858 Closed