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DocuSign

1,022 hedge funds and large institutions have $41.5B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 356 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+58
Holders Change %
+6.02%
% of All Funds
17.84%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
361
Reduced
356
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
626
Bard Financial Services
Connecticut
$629K +$6.99K +25 +1%
CCWA
627
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$628K +$628K +2,247 New
GA
628
GoalVest Advisory
New York
$627K -$74.6K -267 -11%
TP
629
Truvvo Partners
New York
$626K
NB
630
Norinchukin Bank
Japan
$625K +$115K +413 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
631
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$622K -$23.2K -83 -4%
MAFM
632
Mid Atlantic Financial Management
Pennsylvania
$618K +$60.1K +215 +11%
VFM
633
Vivid Financial Management
California
$615K +$20.1K +72 +3%
BMWM
634
Brown Miller Wealth Management
Virginia
$614K +$82.4K +295 +16%
WI
635
WrapManager Inc
California
$612K +$230K +821 +60%
HCA
636
Harbour Capital Advisors
Virginia
$609K
FFS
637
Founders Financial Securities
Maryland
$605K +$240K +858 +66%
SCA
638
Snowden Capital Advisors
New York
$601K -$41.4K -148 -6%
F
639
F3Logic
Minnesota
$598K -$64.3K -230 -10%
CGL
640
Clarius Group LLC
Washington
$597K
CWM
641
CIBC World Markets
New York
$589K -$1.41M -5,030 -70%
FFN
642
Focus Financial Network
Minnesota
$588K +$52.8K +189 +10%
WTC
643
WhitTier Trust Company
Nevada
$587K -$76.9K -275 -12%
GWM
644
Geneos Wealth Management
Colorado
$587K -$59K -212 -9%
CIS
645
Capital International Sarl
California
$584K +$121K +434 +26%
TC
646
Truvestments Capital
Florida
$583K -$51.2K -183 -8%
AWS
647
AJ Wealth Strategies
New York
$582K
Mercer Global Advisors
648
Mercer Global Advisors
Colorado
$582K +$106K +378 +22%
JCM
649
Jag Capital Management
Missouri
$577K +$11.2K +40 +2%
BBCM
650
Boardman Bay Capital Management
New York
$570K -$18.2M -65,035 -97%