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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 %
VNA
801
Valley National Advisers
Pennsylvania
-$30K -620 Closed
IAMOG
802
Investors Asset Management of Georgia
Georgia
-$28K -525 Closed
WAM
803
Wolverine Asset Management
Illinois
-$25K -469 Closed
EIP
804
Ellis Investment Partners
Pennsylvania
-$16K -300 Closed
CYG
805
Clean Yield Group
Vermont
-$16K -300 Closed
EDRH
806
Edmond de Rothschild Holding
Switzerland
-$16K -300 Closed
HNWAG
807
High Net Worth Advisory Group
Florida
-$16K -300 Closed
EC
808
EdgeRock Capital
Colorado
-$15K -280 Closed
GWSG
809
GPS Wealth Strategies Group
Colorado
-$15K -280 Closed
MA
810
MUFG Americas
New York
-$11K -212 Closed
VCM
811
Vigilant Capital Management
Maine
-$9K -169 Closed
PFP
812
Pinnacle Financial Partners
Tennessee
-$9K -165 Closed
HCP
813
Hexagon Capital Partners
Arkansas
-$9K -163 Closed
ST
814
Smithfield Trust
Pennsylvania
-$7K -128 Closed
CWC
815
Carolinas Wealth Consulting
North Carolina
-$6K -113 Closed
AIP
816
Almanack Investment Partners
Pennsylvania
-$4K -73 Closed
DWA
817
Delos Wealth Advisors
Texas
-$4K -72 Closed
SSB
818
Sandy Spring Bank
Maryland
-$3K -65 Closed
SFO
819
Standard Family Office
South Dakota
-$3K -53 Closed
HWA
820
HHM Wealth Advisors
Tennessee
-$3K -52 Closed
JWM
821
Janiczek Wealth Management
Colorado
-$2K -50 Closed
RCM
822
Raleigh Capital Management
North Carolina
-$3K -50 Closed
CL
823
COWA LLC
Oklahoma
-$3K -50 Closed
1832 Asset Management
824
1832 Asset Management
Ontario, Canada
-$2K -43 Closed
WB
825
Webster Bank
Connecticut
-$2K -35 Closed