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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 %
EWA
551
EP Wealth Advisors
California
$931K -$130K -507 -12%
ECM
552
Evergreen Capital Management
Washington
$917K
CWA
553
Core Wealth Advisors
Florida
$916K +$916K +3,560 New
ACM
554
Alpha Capital Management
Texas
$915K -$213K -826 -19%
BCA
555
Berman Capital Advisors
Georgia
$906K +$10.8K +42 +1%
NIP
556
Nicholas Investment Partners
California
$897K
MIC
557
Means Investment Company
Maine
$892K +$9.01K +35 +1%
WI
558
Wintrust Investments
Illinois
$889K -$79.8K -310 -8%
CB
559
Commerce Bank
Missouri
$888K -$191K -742 -18%
AMCA
560
Arthur M. Cohen & Associates
Illinois
$886K +$14.2K +55 +2%
DAS
561
Dynamic Advisor Solutions
Arizona
$886K +$236K +915 +36%
IG
562
ING Group
Netherlands
$883K -$515 -2 -0.1%
SLI
563
Sumitomo Life Insurance
Japan
$859K -$36K -140 -4%
NL
564
NVWM LLC
Pennsylvania
$859K +$12.9K +50 +2%
NFC
565
Northeast Financial Consultants
Connecticut
$859K +$266K +1,033 +45%
PA
566
PFG Advisors
Arizona
$856K +$7.73K +30 +0.9%
VPIM
567
Vanguard Personalized Indexing Management
California
$851K +$105K +407 +14%
WI
568
WrapManager Inc
California
$827K +$264K +1,026 +47%
TCM
569
Twin Capital Management
Pennsylvania
$824K -$186K -721 -18%
NFG
570
Next Financial Group
Texas
$817K -$195K -758 -19%
BAM
571
Berkshire Asset Management
Pennsylvania
$814K +$145K +565 +22%
AC
572
Allstate Corporation
Illinois
$812K -$52.2K -203 -6%
SCA
573
Snowden Capital Advisors
New York
$809K +$256K +993 +46%
WMP
574
Wealth Management Partners
Arizona
$806K -$57.9K -225 -7%
CIM
575
Chapman Investment Management
California
$790K +$395K +1,535 +100%