DOCU icon

DocuSign
DOCU

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 %
IWC
576
Integrated Wealth Concepts
Massachusetts
$777K +$777K +3,019 New
CAM
577
Cubic Asset Management
Massachusetts
$772K – – –
SMH
578
Sanders Morris Harris
Texas
$770K – – –
9WM
579
9258 Wealth Management
Ohio
$770K +$92.9K +361 +14%
GKWIM
580
Gerber Kawasaki Wealth & Investment Management
California
$768K +$47.3K +184 +7%
GTAM
581
Global Trust Asset Management
Florida
$768K +$509K +1,979 +197%
AP
582
Adero Partners
California
$767K +$7.46K +29 +1%
BAM
583
Belpointe Asset Management
Nevada
$763K -$1.09M -4,234 -59%
WF
584
WoodTrust Financial
Wisconsin
$759K +$395K +1,535 +109%
Mercer Global Advisors
585
Mercer Global Advisors
Colorado
$751K +$215K +836 +40%
CF
586
Centaurus Financial
California
$748K -$1.54K -6 -0.2%
PAG
587
Private Advisory Group
Washington
$739K +$739K +2,871 New
S
588
SignatureFD
Georgia
$738K +$7.73K +30 +1%
AIM
589
Aigen Investment Management
New York
$732K -$3.91M -15,203 -84%
WMA
590
Wealth Management Associates
New Jersey
$729K +$8.5K +33 +1%
SP
591
Symmetry Partners
Connecticut
$727K – – –
AIS
592
AM Investment Strategies
Tennessee
$724K +$22.6K +88 +3%
PDN
593
Pensionfund DSM Netherlands
Netherlands
$721K +$721K +2,800 New
BCM
594
Bayesian Capital Management
New York
$721K +$721K +2,800 New
FT
595
Fiduciary Trust
Massachusetts
$716K +$196K +760 +38%
LCS
596
Levin Capital Strategies
New York
$716K +$716K +2,782 New
CWM
597
Cornerstone Wealth Management
Missouri
$714K +$350K +1,358 +96%
RHBC
598
R.H. Bluestein & Co
Michigan
$708K -$264K -1,025 -27%
DBT
599
Dubuque Bank & Trust
Iowa
$702K -$203K -790 -22%
WAM
600
World Asset Management
Michigan
$701K -$74.9K -291 -10%
22 23
24
25 26