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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 %
F
601
F3Logic
Minnesota
$560K +$30.2K +136 +6%
BOC
602
Barbara Oil Co
Illinois
$557K
HVM
603
Harvest Volatility Management
Connecticut
$552K +$552K +2,485 New
WWM
604
Wolff Wiese Magana
California
$550K +$550K +2,475 New
IA
605
IndexIQ Advisors
New York
$539K +$539K +2,425 New
NL
606
NWAM LLC
Washington
$536K +$536K +2,412 New
HSA
607
HBK Sorce Advisory
Pennsylvania
$534K +$53.1K +239 +11%
IA
608
IFP Advisors
Florida
$534K +$240K +1,081 +81%
CGL
609
Clarius Group LLC
Washington
$530K +$221K +995 +72%
GSC
610
G&S Capital
Colorado
$529K +$529K +2,378 New
WTC
611
WhitTier Trust Company
Nevada
$528K -$111K -500 -17%
MIM
612
Moseley Investment Management
Florida
$523K +$140K +631 +37%
PFO
613
Pathstone Family Office
New Jersey
$512K +$512K +2,301 New
GEA
614
Glen Eagle Advisors
New Jersey
$511K -$132K -593 -21%
CAG
615
Crestwood Advisors Group
Massachusetts
$508K +$57.4K +258 +13%
GWM
616
Geneos Wealth Management
Colorado
$506K +$82K +455 +19%
BFS
617
Bard Financial Services
Connecticut
$506K +$506K +2,275 New
VCA
618
Verdence Capital Advisors
Maryland
$505K +$9.34K +42 +2%
CPIG
619
Chicago Partners Investment Group
Illinois
$502K +$50.5K +198 +11%
TP
620
Truvvo Partners
New York
$498K
DJYG
621
David J. Yvars Group
Florida
$492K +$492K +2,215 New
IA
622
Insight Advisors
Pennsylvania
$492K +$492K +2,215 New
AS
623
Altshuler Shaham
Israel
$487K -$72.5K -326 -13%
RCAG
624
Rehmann Capital Advisory Group
Michigan
$487K -$29.2K -73 -6%
EI
625
Ethic Inc
New York
$483K +$188K +846 +64%