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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 %
HFM
776
Harvest Fund Management
China
-$51K -875 Closed
EI
777
Ellevest Inc
New York
-$36.8K -632 Closed
First Manhattan
778
First Manhattan
New York
-$36.4K -625 Closed
CHC
779
City Holding Co
West Virginia
-$33.1K -568 Closed
ECG
780
Edge Capital Group
Georgia
-$23.8K -408 Closed
TWA
781
TCI Wealth Advisors
Arizona
-$18.4K -315 Closed
AWM
782
Activest Wealth Management
Florida
-$12.9K -229 Closed
CA
783
Crewe Advisors
Utah
-$11.6K -199 Closed
Jones Financial Companies
784
Jones Financial Companies
Missouri
-$7.52K -129 Closed
AIC
785
Archer Investment Corporation
Indiana
-$6.41K -110 Closed
HWM
786
HighMark Wealth Management
Minnesota
-$4.31K -74 Closed
BFA
787
BBJS Financial Advisors
Washington
-$3.87K -66 Closed
National Pension Service
788
National Pension Service
South Korea
-$3K -53 Closed
CAM
789
Costello Asset Management
Pennsylvania
-$2.92K -50 Closed
CMP
790
Coston McIsaac & Partners
Maine
-$2K -45 Closed
AWM
791
Atticus Wealth Management
Florida
-$2.51K -43 Closed
SWA
792
SOA Wealth Advisors
New York
-$2.1K -36 Closed
BAM
793
Byrne Asset Management
New Jersey
-$1K -19 Closed
CBT
794
Central Bank & Trust
Kentucky
-$990 -17 Closed
OLVIG
795
Oliver Lagore Vanvalin Investment Group
Michigan
-$875 -15 Closed
KHC
796
Koesten Hirschmann & Crabtree
Kansas
-$875 -15 Closed
SC
797
Schubert & Co
Texas
-$292 -5 Closed
MFT
798
Moisand Fitzgerald Tamayo
Florida
-$175 -3 Closed