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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 %
AWM
801
Activest Wealth Management
Florida
-$13K -229 Closed
CI
802
CX Institutional
Indiana
-$13K -225 Closed
HCM
803
Highlander Capital Management
New Jersey
-$11K -200 Closed
COCM
804
Charter Oak Capital Management
New Hampshire
-$10K -171 Closed
FCG
805
Financial Connections Group
California
-$7K -134 Closed
VVP
806
Venture Visionary Partners
Ohio
-$7.4K -129 Closed
LFA
807
Level Financial Advisors
New York
-$6K -105 Closed
CWP
808
Concord Wealth Partners
Virginia
-$5K -82 Closed
LCM
809
Logan Capital Management
Pennsylvania
-$5K -80 Closed
TFM
810
TFC Financial Management
Massachusetts
-$4K -68 Closed
JPLA
811
Joseph P. Lucia & Associates
New York
-$3K -55 Closed
TCWM
812
Total Clarity Wealth Management
Illinois
-$3K -50 Closed
Loomis, Sayles & Company
813
Loomis, Sayles & Company
Massachusetts
-$2K -38 Closed
JFA
814
JNBA Financial Advisors
Minnesota
-$2K -31 Closed
LWCFA
815
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -30 Closed
HR
816
Howe & Rusling
New York
-$1K -20 Closed
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -20 Closed
AW
818
Avion Wealth
Texas
-$1K -20 Closed
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -18 Closed
FA
820
Fortis Advisors
Pennsylvania
-$1K -17 Closed
AP
821
Arlington Partners
Alabama
-$1K -17 Closed
TWP
822
TFO Wealth Partners
Ohio
-$1K -13 Closed
CQS
823
Credential Qtrade Securities
-$573 -10 Closed
RIM
824
Rockbridge Investment Management
New York
-$574 -10 Closed