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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 %
ACM
751
Azimuth Capital Management
Michigan
$335K -$25.8K -100 -7%
BCA
752
Biltmore Capital Advisors
New Jersey
$335K +$129K +500 +63%
CCIA
753
Campbell & Co Investment Adviser
Maryland
$335K +$335K +1,300 New
PAM
754
Paradigm Asset Management
New York
$335K -$25.7K -100 -7%
FAM
755
Formidable Asset Management
Ohio
$331K -$61K -237 -16%
IWP
756
Icon Wealth Partners
Texas
$331K +$108K +418 +48%
HIC
757
Holderness Investments Company
North Carolina
$327K +$3.87K +15 +1%
CGH
758
Crossmark Global Holdings
Texas
$327K +$23.2K +90 +8%
BDF
759
Balasa Dinverno & Foltz
$324K -$4.89K -19 -1%
WA
760
Wealth Architects
California
$323K +$16K +62 +5%
OIA
761
OneDigital Investment Advisors
Kansas
$322K -$64.4K -250 -17%
DWT
762
Dorsey & Whitney Trust
South Dakota
$320K -$56.3K -219 -15%
PA
763
PSI Advisors
Florida
$319K +$15.4K +60 +5%
BFS
764
Bradley Foster & Sargent
Connecticut
$315K -$18K -70 -5%
MCP
765
Mirador Capital Partners
California
$314K -$13.9K -54 -4%
WKWM
766
Walter & Keenan Wealth Management
Indiana
$314K +$314K +1,218 New
KWM
767
Kingsview Wealth Management
Oregon
$312K +$64.9K +252 +26%
ABTD
768
Arvest Bank Trust Division
Oklahoma
$310K +$6.43K +25 +2%
PFG
769
PAX Financial Group
Texas
$310K +$77.2K +300 +33%
MAWCM
770
Mine & Arao Wealth Creation & Management
California
$309K
NFG
771
Nations Financial Group
Iowa
$306K
MC
772
Maverick Capital
Texas
$304K -$1.07M -4,166 -78%
FNBOO
773
First National Bank of Omaha
Nebraska
$304K -$53.3K -207 -15%
VC
774
Veracity Capital
Georgia
$302K -$20K -78 -6%
First Manhattan
775
First Manhattan
New York
$302K +$38.6K +150 +15%