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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 %
BMWM
651
Brown Miller Wealth Management
Virginia
$574K +$8.24K +32 +1%
BFM
652
Boothbay Fund Management
New York
$570K +$570K +2,215 New
TIS
653
Tortoise Index Solutions
Kansas
$568K -$94.7K -368 -14%
CCWA
654
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$568K -$10.6K -41 -2%
RIA
655
Realta Investment Advisors
Delaware
$567K -$404K -1,570 -42%
HCA
656
Harbour Capital Advisors
Virginia
$561K – – –
OWA
657
Octavia Wealth Advisors
Ohio
$556K -$145K -560 -21%
F
658
F3Logic
Minnesota
$551K – – –
WTC
659
WhitTier Trust Company
Nevada
$549K +$8.75K +34 +2%
TVAMP
660
Tennessee Valley Asset Management Partners
Tennessee
$549K +$549K +2,131 New
TC
661
Truvestments Capital
Florida
$548K +$11.8K +46 +2%
TFS
662
TrustCore Financial Services
Tennessee
$544K +$59K +229 +12%
Brown Advisory
663
Brown Advisory
Maryland
$542K -$179K -696 -25%
BFS
664
Bard Financial Services
Connecticut
$541K -$38.6K -150 -7%
KAS
665
Kemnay Advisory Services
New York
$539K +$539K +2,095 New
AWS
666
AJ Wealth Strategies
New York
$536K – – –
SCM
667
Southport Capital Management
Tennessee
$536K +$73.1K +284 +16%
CAAS
668
Capital Asset Advisory Services
Michigan
$532K +$12.9K +50 +2%
FA
669
FDx Advisors
Illinois
$532K +$174K +675 +48%
CPC
670
Cookson Peirce & Co
Pennsylvania
$529K +$107K +414 +25%
AC
671
AWM Capital
Arizona
$528K +$528K +2,000 New
IAIM
672
International Assets Investment Management
Florida
$526K -$66.1K -257 -11%
CG
673
Caprock Group
Idaho
$517K +$35K +136 +7%
GWM
674
Geneos Wealth Management
Colorado
$515K -$28.4K -110 -5%
FG
675
Formula Growth
Quebec, Canada
$515K – – –
25 26
27
28 29