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DocuSign

1,033 hedge funds and large institutions have $39.1B invested in DocuSign in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 435 increasing their positions, 317 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
18.14%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.4%
New
126
Increased
435
Reduced
317
Closed
98
Calls
$2.75B
Puts
$3.6B
Net Calls
-$850M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
276
Covenant Asset Management
New Jersey
$4.82M -$15.2K -59 -0.3%
Creative Planning
277
Creative Planning
Kansas
$4.75M -$552K -2,143 -10%
FAIM
278
Financial Advocates Investment Management
Washington
$4.73M +$1.23M +4,762 +35%
DA
279
Duality Advisers
Florida
$4.71M +$3.37M +13,094 +252%
TI
280
Trexquant Investment
Connecticut
$4.68M +$4.68M +18,164 New
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$4.63M +$646K +2,509 +16%
MAM
282
Mark Asset Management
New York
$4.62M -$2.79M -10,819 -38%
PA
283
Parallel Advisors
California
$4.57M -$91.9K -357 -2%
ANBT
284
American National Bank & Trust
Texas
$4.55M -$153K -593 -3%
BAAM
285
Baker Avenue Asset Management
California
$4.52M +$61K +237 +1%
FWC
286
First Washington Corp
Washington
$4.48M -$1.22M -4,750 -21%
LG
287
LaFleur & Godfrey
Michigan
$4.48M
IA
288
IndexIQ Advisors
New York
$4.47M -$4.38K -17 -0.1%
SPIA
289
Steward Partners Investment Advisory
New York
$4.44M +$1.14M +4,443 +35%
AAM
290
Azzad Asset Management
Virginia
$4.42M -$20.9K -81 -0.5%
Wolverine Trading
291
Wolverine Trading
Illinois
$4.41M -$2.48M -9,641 -36%
BIAS
292
Beacon Investment Advisory Services
New Jersey
$4.41M -$259K -1,006 -6%
WAM
293
Weatherly Asset Management
California
$4.34M +$831K +3,227 +24%
BS
294
Banco Santander
Spain
$4.26M +$374K +1,452 +10%
MCM
295
Marsico Capital Management
Colorado
$4.25M -$2.03M -7,905 -32%
JAFL
296
Jay A. Fishman Ltd
Michigan
$4.17M +$1.11M +4,310 +36%
SCM
297
Shelton Capital Management
Colorado
$4.14M +$272K +1,057 +7%
SPC
298
Sigma Planning Corp
Michigan
$4.12M +$971K +3,773 +31%
AIG
299
American International Group
New York
$4.11M -$75.2K -292 -2%
FC
300
Financial Consulate
Maryland
$4.08M -$25.7K -100 -0.6%