DOCU icon

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 %
KIA
751
KCM Investment Advisors
California
$323K +$323K +1,154 New
Carson Wealth (CWM LLC)
752
Carson Wealth (CWM LLC)
Nebraska
$319K
PCM
753
Prelude Capital Management
New York
$318K +$318K +1,136 New
MSFS
754
Main Street Financial Solutions
Pennsylvania
$317K +$2.79K +10 +0.9%
PP
755
PDS Planning
Ohio
$314K +$8.95K +32 +3%
RIA
756
Regal Investment Advisors
Michigan
$314K +$314K +1,123 New
OIM
757
Oder Investment Management
California
$312K
NAM
758
NorthCoast Asset Management
Connecticut
$311K +$20.7K +74 +7%
ACM
759
AlphaStar Capital Management
North Carolina
$309K +$309K +1,105 New
KAM
760
Knightsbridge Asset Management
California
$308K
FVWA
761
Foster Victor Wealth Advisors
South Carolina
$308K
HFM
762
Harvest Fund Management
China
$304K -$186K -671 -38%
FRA
763
Frank Rimerman Advisors
California
$302K
S
764
Seeyond
France
$300K +$1.4K +5 +0.5%
BWM
765
Buckley Wealth Management
Nevada
$299K
VCWA
766
Vanguard Capital Wealth Advisors
Colorado
$299K +$299K +1,070 New
BAIA
767
Bel Air Investment Advisors
California
$296K -$216K -775 -42%
IP
768
Intellectus Partners
California
$294K
CA
769
Calton & Associates
Florida
$293K -$17.6K -63 -6%
LOAMS
770
Lombard Odier Asset Management (Switzerland)
Switzerland
$291K +$291K +1,041 New
JPG
771
Jordan Park Group
California
$289K +$3.35K +12 +1%
ZIM
772
Zacks Investment Management
Illinois
$288K +$288K +1,029 New
First Manhattan
773
First Manhattan
New York
$286K
CCM
774
Coldstream Capital Management
Washington
$283K -$88.5K -316 -24%
SFA
775
Sequoia Financial Advisors
Ohio
$283K