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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 %
FT
651
Fiduciary Trust
Massachusetts
$565K
CAAS
652
Capital Asset Advisory Services
Michigan
$564K -$33K -118 -6%
GIA
653
Gladstone Institutional Advisory
Florida
$561K -$52.6K -188 -9%
FG
654
Formula Growth
Quebec, Canada
$559K -$1.24M -4,437 -69%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$555K +$465K +1,663 +515%
SLG
656
Stanley-Laman Group
Pennsylvania
$553K +$553K +1,979 New
TFS
657
TrustCore Financial Services
Tennessee
$526K -$11.7K -42 -2%
CG
658
Caprock Group
Idaho
$523K +$39.7K +142 +8%
IA
659
Insight Advisors
Pennsylvania
$518K -$88.5K -300 -15%
EWM
660
Empirical Wealth Management
Washington
$514K +$85.3K +305 +20%
PWM
661
Perigon Wealth Management
California
$512K -$160K -573 -24%
NFSG
662
Newbridge Financial Services Group
Florida
$512K +$32.4K +116 +7%
JIC
663
Joel Isaacson & Co
New York
$510K -$168K -600 -25%
CHP
664
Cable Hill Partners
Oregon
$507K +$83.8K +300 +20%
CIM
665
CIM Investment Management
Pennsylvania
$505K -$393K -1,406 -44%
SCM
666
Southport Capital Management
Tennessee
$503K +$18.7K +67 +4%
PGWM
667
Parisi Gray Wealth Management
New Jersey
$493K -$31.3K -112 -6%
GAMC
668
Garner Asset Management Corp
Texas
$488K -$8.39K -30 -2%
EW
669
Evoke Wealth
California
$483K -$8.11K -29 -2%
FIM
670
Freedom Investment Management
Connecticut
$483K +$124K +444 +35%
JIP
671
Jaffetilchin Investment Partners
Florida
$482K -$36.6K -131 -7%
CCIA
672
Cherry Creek Investment Advisors
Colorado
$482K +$482K +1,725 New
HI
673
Hudock Inc
Pennsylvania
$479K
GCP
674
GSA Capital Partners
United Kingdom
$478K +$478K +1,711 New
NP
675
NorthRock Partners
Minnesota
$476K