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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 %
IA
701
IFP Advisors
Florida
$430K +$70.3K +270 +20%
PP
702
Patron Partners
Texas
$424K +$771 +3 +0.2%
SAM
703
Silvercrest Asset Management
New York
$424K +$424K +1,646 New
PPP
704
Private Portfolio Partners
New Jersey
$423K -$3.6K -14 -0.8%
EI
705
Ellevest Inc
New York
$421K +$14.9K +58 +4%
PCM
706
Prelude Capital Management
New York
$418K +$126K +489 +43%
DT
707
Diversified Trust
Tennessee
$415K +$46K +179 +12%
GW
708
GW & Wade
Massachusetts
$413K +$413K +1,603 New
CCIA
709
Cherry Creek Investment Advisors
Colorado
$409K -$34.7K -135 -8%
VCA
710
Verdence Capital Advisors
Maryland
$401K +$515 +2 +0.1%
MMA
711
Miracle Mile Advisors
California
$401K +$190K +740 +90%
PWS
712
Precision Wealth Strategies
Missouri
$400K -$13.1K -51 -3%
CFG
713
Citizens Financial Group
Rhode Island
$397K +$397K +1,542 New
Bank of Nova Scotia
714
Bank of Nova Scotia
Ontario, Canada
$396K +$396K +1,540 New
Verition Fund Management
715
Verition Fund Management
Connecticut
$395K +$395K +1,535 New
FCBT
716
First Citizens Bank & Trust
North Carolina
$394K +$394K +1,532 New
FBB
717
Fulton Breakefield Broenniman
Maryland
$393K +$393K +1,528 New
VFM
718
Vivid Financial Management
California
$390K -$176K -684 -31%
HCM
719
Harvey Capital Management
Florida
$390K +$3.86K +15 +1%
BCA
720
Bay Colony Advisors
Massachusetts
$387K +$79.2K +308 +26%
CL
721
CSS LLC
Illinois
$386K
CA
722
Cullinan Associates
Kentucky
$386K +$386K +1,500 New
DTL
723
Dynamic Technology Lab
Singapore
$383K +$176K +683 +85%
LCM
724
Landscape Capital Management
New Jersey
$380K -$856K -3,327 -69%
NAMP
725
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$380K +$6.44K +25 +2%