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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 %
BOC
626
Barbara Oil Co
Illinois
$645K – – –
HSA
627
HBK Sorce Advisory
Pennsylvania
$644K +$50.2K +195 +8%
JWM
628
Jupiter Wealth Management
Colorado
$639K +$511K +2,000 +400%
SDH
629
Sloy Dahl & Holst
Washington
$638K -$773 -3 -0.1%
PG
630
Pendal Group
Australia
$637K +$1.55K +6 +0.2%
3F
631
360 Financial
Minnesota
$636K – – –
MCC
632
Malaga Cove Capital
California
$631K +$6.44K +25 +1%
CB
633
CNB Bank
Pennsylvania
$610K +$13.9K +54 +2%
FFN
634
Focus Financial Network
Minnesota
$608K +$66.2K +257 +12%
TWM
635
Triton Wealth Management
Arizona
$604K -$25.5K -95 -4%
MA
636
Mutual Advisors
Nebraska
$603K -$200K -775 -25%
TC
637
TownSquare Capital
Utah
$603K +$255K +991 +73%
KIA
638
KCM Investment Advisors
California
$600K +$303K +1,175 +102%
OCAM
639
Onex Canada Asset Management
Ontario, Canada
$598K +$598K +2,322 New
PWA
640
Phoenix Wealth Advisors
North Carolina
$594K +$11.3K +44 +2%
GG
641
Golden Green
South Carolina
$590K -$127K -493 -18%
CL
642
CPWM LLC
Washington
$589K +$258 +1 +0%
CI Investments Inc
643
CI Investments Inc
Ontario, Canada
$588K +$588K +2,286 New
SG
644
Stonnington Group
California
$587K -$525K -1,999 -47%
LNC
645
Lincoln National Corp
Pennsylvania
$587K -$166K -644 -22%
PWM
646
Perigon Wealth Management
California
$585K +$114K +442 +24%
ARG
647
Advisory Resource Group
Oklahoma
$583K +$583K +2,265 New
RCAG
648
Rehmann Capital Advisory Group
Michigan
$581K -$526K -2,043 -48%
TP
649
Truvvo Partners
New York
$577K – – –
EWM
650
Empirical Wealth Management
Washington
$577K +$104K +403 +22%
24 25
26
27 28