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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 %
SSWM
726
Sheets Smith Wealth Management
North Carolina
$378K +$1.55K +6 +0.4%
SCM
727
SevenOneSeven Capital Management
Pennsylvania
$375K +$3.35K +13 +0.9%
CG
728
Cutler Group
California
$375K +$375K +1,458 New
RWB
729
RMR Wealth Builders
New Jersey
$374K +$8.49K +33 +2%
CM
730
Castleark Management
Illinois
$373K
CA
731
CastleArk Alternatives
Illinois
$373K +$373K +1,450 New
CPIG
732
Chicago Partners Investment Group
Illinois
$370K -$25.2K -99 -6%
WWM
733
Wolff Wiese Magana
California
$369K +$23.2K +90 +7%
TAM
734
Tocqueville Asset Management
New York
$368K +$368K +1,430 New
MA
735
Montag & Associates
Georgia
$367K +$9.01K +35 +3%
OR
736
Olympiad Research
Connecticut
$367K +$156K +605 +74%
CI
737
Cigna Investments
Connecticut
$366K
OCM
738
One Capital Management
California
$362K -$12.8K -50 -3%
NIM
739
NuWave Investment Management
New Jersey
$361K +$361K +1,401 New
OPS
740
Orion Portfolio Solutions
Nebraska
$359K -$70.8K -275 -16%
AW
741
ACG Wealth
Georgia
$358K
GLA
742
Great Lakes Advisors
Illinois
$358K +$159K +618 +80%
SF
743
Synovus Financial
Georgia
$350K -$83.6K -321 -19%
MPPW
744
Mitchell & Pahl Private Wealth
Oklahoma
$347K -$14.4K -56 -4%
RFC
745
Regions Financial Corp
Alabama
$343K +$33.2K +129 +11%
OC
746
Oakmont Corp
California
$339K
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$337K +$114K +443 +51%
GG
748
Gleason Group
Kentucky
$336K -$257 -1 -0.1%
CMTU
749
Capital Markets Trading (UK)
United Kingdom
$336K +$336K +1,310 New
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$335K -$18.7M -72,815 -98%