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DocuSign

959 hedge funds and large institutions have $31.2B invested in DocuSign in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 400 increasing their positions, 252 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+115
Holders Change %
+13.63%
% of All Funds
17.02%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
217
Increased
400
Reduced
252
Closed
90
Calls
$1.89B
Puts
$2.35B
Net Calls
-$466M
Net Calls Change
-$639M
Name Holding Trade Value Shares
Change
Shares
Change %
MIP
426
Marietta Investment Partners
Wisconsin
$1.42M -$6.67K -30 -0.5%
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$1.41M +$54.9K +247 +4%
RIA
428
Realta Investment Advisors
Delaware
$1.41M +$139K +627 +11%
PA
429
Paragon Advisors
Texas
$1.41M -$198K -888 -12%
IWM
430
IHT Wealth Management
Illinois
$1.39M +$121K +546 +10%
TVWM
431
Tower View Wealth Management
Wisconsin
$1.38M +$23.8K +107 +2%
BCV
432
Banque Cantonale Vaudoise
Switzerland
$1.37M +$32.9K +148 +2%
Cerity Partners
433
Cerity Partners
New York
$1.37M +$44.5K +200 +3%
AI
434
Atria Investments
North Carolina
$1.36M +$269K +1,208 +25%
CCG
435
Cloverfields Capital Group
Minnesota
$1.36M +$1.36M +6,109 New
PRC
436
Pearl River Capital
Michigan
$1.35M +$1.35M +6,069 New
CI
437
Cavalier Investments
Georgia
$1.35M +$337K +1,516 +33%
PCR
438
Potrero Capital Research
California
$1.33M
WWM
439
WT Wealth Management
Arizona
$1.32M +$385K +1,734 +41%
AW
440
ACG Wealth
Georgia
$1.3M -$20K -90 -2%
UCFA
441
United Capital Financial Advisors
Texas
$1.29M +$129K +581 +11%
RA
442
Rational Advisors
New York
$1.29M -$1.14M -5,107 -47%
CPC
443
Congress Park Capital
New York
$1.28M +$1.28M +5,738 New
CIC
444
Carnegie Investment Counsel
Ohio
$1.25M -$1.11K -5 -0.1%
KeyBank National Association
445
KeyBank National Association
Ohio
$1.25M +$86.5K +389 +7%
AIM
446
Aspen Investment Management
Michigan
$1.25M -$313K -1,410 -20%
TM
447
Tiger Management
New York
$1.25M +$1.25M +5,600 New
GAM
448
Grandview Asset Management
Pennsylvania
$1.22M -$139K -626 -10%
SS
449
Simplicity Solutions
Minnesota
$1.2M +$137K +614 +13%
CTC
450
Central Trust Company
Missouri
$1.2M +$5.56K +25 +0.5%