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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 %
VAS
426
Vestmark Advisory Solutions
Massachusetts
$1.7M +$601K +2,335 +55%
CFM
427
Comprehensive Financial Management
California
$1.7M
BFEC
428
Benjamin F. Edwards & Company
Missouri
$1.69M +$772 +3 +0%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$1.67M +$155K +602 +10%
SA
430
Strategic Advisors
New York
$1.66M +$1.66M +6,433 New
ESCM
431
Echo Street Capital Management
New York
$1.63M +$1.63M +6,330 New
HCMT
432
Highland Capital Management (Tennessee)
Tennessee
$1.61M -$144K -560 -8%
SWP
433
Stratos Wealth Partners
Ohio
$1.61M -$45.8K -178 -3%
P8IP
434
Pier 88 Investment Partners
California
$1.6M -$1.78M -6,900 -53%
OQS
435
Occudo Quantitative Strategies
Florida
$1.58M +$90.1K +350 +6%
DAM
436
Doheny Asset Management
California
$1.58M -$515 -2 -0%
GAM
437
Gotham Asset Management
New York
$1.58M -$3.58M -13,927 -69%
PA
438
Paragon Advisors
Texas
$1.57M +$166K +646 +12%
VHAM
439
Van Hulzen Asset Management
California
$1.57M +$28.1K +109 +2%
HH
440
Hilltop Holdings
Texas
$1.56M +$78K +303 +5%
KeyBank National Association
441
KeyBank National Association
Ohio
$1.55M -$33.5K -130 -2%
PCR
442
Potrero Capital Research
California
$1.54M
KI
443
Kapitalo Investimentos
Brazil
$1.53M -$116K -450 -7%
WWM
444
WT Wealth Management
Arizona
$1.52M -$156K -607 -9%
QFA
445
Quattro Financial Advisors
Texas
$1.51M +$20.4K +75 +1%
AG
446
Algert Global
California
$1.51M +$1.51M +5,878 New
ACM
447
AlphaCrest Capital Management
New York
$1.51M +$1.51M +5,861 New
WAM
448
Wolverine Asset Management
Illinois
$1.48M +$369K +1,432 +33%
OAM
449
Oppenheimer Asset Management
New York
$1.48M +$442K +1,717 +43%
TVWM
450
Tower View Wealth Management
Wisconsin
$1.47M -$224K -871 -13%