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DocuSign
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Overview Fund Activity

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

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$259M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$184M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$167M
4
Jennison Associates
Jennison Associates
New York
+$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$161M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$722M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$284M
3
AIM
ARK Investment Management
Florida
-$254M
4
Jane Street
Jane Street
New York
-$120M
5
Holocene Advisors
Holocene Advisors
New York
-$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
526
Wealthfront Advisers
California
$1.03M +$132K +514 +15%
EWM
527
Elite Wealth Management
Washington
$1.03M +$28.3K +110 +3%
AC
528
Abbrea Capital
California
$1.02M +$211K +820 +26%
RFMS
529
RWQ Financial Management Services
Florida
$1.02M +$264K +1,025 +35%
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$1.02M +$77.2K +300 +8%
JSL
531
JT Stratford LLC
Georgia
$1.02M +$6.18K +24 +0.6%
LAI
532
Legal Advantage Investments
California
$1.01M -$19.3K -75 -2%
MMPW
533
Mitchell McLeod Pugh & Williams
Alabama
$1.01M – – –
SFG
534
Sovereign Financial Group
Connecticut
$1M +$124K +482 +14%
VI
535
Vestcor Inc
New Brunswick, Canada
$994K -$67.5K -262 -6%
JWCA
536
J.W. Cole Advisors
Florida
$992K +$174K +677 +21%
OPW
537
Oxler Private Wealth
New York
$989K – – –
AAS
538
Annex Advisory Services
Wisconsin
$982K -$606K -2,356 -38%
AWP
539
Ascent Wealth Partners
New York
$981K -$3.86K -15 -0.4%
PAS
540
Park Avenue Securities
New York
$978K +$138K +537 +16%
CAN
541
Claraphi Advisory Network
United States
$971K -$677K -2,631 -41%
FDCDDQ
542
Federation des caisses Desjardins du Quebec
Quebec, Canada
$971K -$123K -477 -11%
EPA
543
Element Pointe Advisors
Florida
$965K -$472K -1,836 -33%
HI
544
Harbour Investments
Wisconsin
$957K -$769K -2,988 -45%
RJT
545
Raymond James Trust
Florida
$956K +$56.6K +220 +6%
SFI
546
Siemens Fonds Invest
Germany
$945K +$945K +3,672 New
DJYG
547
David J. Yvars Group
Florida
$944K +$126K +487 +15%
SFA
548
Souders Financial Advisors
Ohio
$942K +$10K +39 +1%
WR
549
WD Rutherford
Oregon
$942K +$574K +2,230 +156%
IWA
550
IVC Wealth Advisors
Pennsylvania
$933K -$197K -765 -17%
20 21
22
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