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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 %
NWA
701
New World Advisors
Massachusetts
$415K +$415K +1,486 New
Tudor Investment Corp
702
Tudor Investment Corp
Connecticut
$412K +$412K +1,474 New
DWT
703
Dorsey & Whitney Trust
South Dakota
$409K +$131K +467 +47%
OCM
704
One Capital Management
California
$408K +$40.5K +145 +11%
SSWM
705
Sheets Smith Wealth Management
North Carolina
$408K +$408K +1,461 New
CM
706
Castleark Management
Illinois
$405K
NAMP
707
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$405K +$27.9K +100 +7%
SCM
708
SevenOneSeven Capital Management
Pennsylvania
$403K +$18.7K +67 +5%
DT
709
Diversified Trust
Tennessee
$401K +$401K +1,435 New
MCM
710
Manchester Capital Management
Vermont
$400K +$21.5K +77 +6%
WR
711
WD Rutherford
Oregon
$399K -$21K -75 -5%
CI
712
Cigna Investments
Connecticut
$398K +$13.1K +47 +3%
RI
713
Ridgewood Investments
New Jersey
$398K +$398K +1,425 New
RWB
714
RMR Wealth Builders
New Jersey
$397K -$270K -968 -41%
CWM
715
Cornerstone Wealth Management
Missouri
$396K +$396K +1,415 New
FIA
716
Foundations Investment Advisors
Arizona
$395K +$395K +1,370 New
WF
717
WoodTrust Financial
Wisconsin
$395K +$395K +1,411 New
IA
718
IFP Advisors
Florida
$393K -$222K -781 -36%
MPPW
719
Mitchell & Pahl Private Wealth
Oklahoma
$392K -$44.4K -159 -10%
PAM
720
Paradigm Asset Management
New York
$391K -$28K -100 -7%
ACM
721
Azimuth Capital Management
Michigan
$391K
TC
722
TownSquare Capital
Utah
$390K +$30K +104 +8%
AW
723
ACG Wealth
Georgia
$389K -$971K -3,475 -71%
FA
724
FDx Advisors
Illinois
$389K -$731K -2,618 -65%
MA
725
Montag & Associates
Georgia
$389K +$30.8K +110 +9%