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DocuSign

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
Name Holding Trade Value Shares
Change
Shares
Change %
TMAM
676
Tokio Marine Asset Management
Japan
$513K +$77K +299 +18%
MCM
677
Manchester Capital Management
Vermont
$502K +$133K +518 +36%
Fidelity International
678
Fidelity International
Bermuda
$496K +$496K +1,925 New
NFSG
679
Newbridge Financial Services Group
Florida
$488K +$16.2K +63 +3%
EW
680
Evoke Wealth
California
$488K +$43.7K +170 +10%
IA
681
Insight Advisors
Pennsylvania
$485K -$13.6K -48 -3%
QP
682
Quilter Plc
United Kingdom
$480K -$255K -992 -35%
JIC
683
Joel Isaacson & Co
New York
$470K
EFM
684
E Fund Management
China
$469K +$469K +1,820 New
CHP
685
Cable Hill Partners
Oregon
$467K
TPWA
686
TRUE Private Wealth Advisors
Oregon
$465K +$81.1K +315 +21%
BTWM
687
Baker Tilly Wealth Management
Wisconsin
$462K +$462K +1,795 New
PGWM
688
Parisi Gray Wealth Management
New Jersey
$454K -$258 -1 -0.1%
GAMC
689
Garner Asset Management Corp
Texas
$447K -$2.58K -10 -0.6%
FEM
690
Fulcrum Equity Management
Texas
$445K +$445K +1,727 New
TPA
691
Trivium Point Advisory
Connecticut
$444K +$40.2K +150 +10%
NP
692
NorthRock Partners
Minnesota
$443K +$3.87K +15 +0.9%
PCS
693
Personal CFO Solutions
New Jersey
$440K +$3.35K +13 +0.8%
FMLI
694
Fukoku Mutual Life Insurance
Japan
$438K +$206K +800 +89%
GAM
695
Griffin Asset Management
New York
$437K
FIA
696
Foundations Investment Advisors
Arizona
$437K +$86.3K +337 +25%
FIM
697
Freedom Investment Management
Connecticut
$436K -$8.49K -33 -2%
HI
698
Hudock Inc
Pennsylvania
$434K -$6.42K -25 -1%
JIP
699
Jaffetilchin Investment Partners
Florida
$433K -$11.1K -43 -2%
PFWA
700
Paces Ferry Wealth Advisors
Georgia
$432K