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DocuSign

959 hedge funds and large institutions have $31.2B invested in DocuSign in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 400 increasing their positions, 252 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+115
Holders Change %
+13.63%
% of All Funds
17.02%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
217
Increased
400
Reduced
252
Closed
90
Calls
$1.89B
Puts
$2.35B
Net Calls
-$466M
Net Calls Change
-$639M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
776
AM Investment Strategies
Tennessee
$222K
KAM
777
Knightsbridge Asset Management
California
$222K
IP
778
Intellectus Partners
California
$222K +$222K +1,000 New
SW
779
SlateStone Wealth
Florida
$222K +$222K +1,000 New
TA
780
Trivest Advisors
Hong Kong
$222K +$222K +1,000 New
AWA
781
AmeriServ Wealth Advisors
Pennsylvania
$222K +$222K +1,000 New
AG
782
AlphaSimPlex Group
Massachusetts
$221K -$107K -482 -33%
VI
783
Vestcor Inc
New Brunswick, Canada
$221K
LCH
784
Lee Capital Holdings
New York
$219K -$934K -4,200 -81%
SFA
785
Sequoia Financial Advisors
Ohio
$218K -$317K -1,428 -59%
GLA
786
Great Lakes Advisors
Illinois
$215K +$8.65K +39 +4%
DWT
787
Dorsey & Whitney Trust
South Dakota
$215K +$215K +963 New
KCM
788
Karp Capital Management
California
$212K +$212K +952 New
B
789
Barings
North Carolina
$212K +$212K +955 New
DWM
790
Dorchester Wealth Management
Quebec, Canada
$212K +$212K +955 New
FP
791
Financial Perspectives
Minnesota
$212K +$2K +9 +1%
FRM
792
Fox Run Management
Connecticut
$211K +$211K +949 New
OWA
793
One Wealth Advisors
California
$211K +$211K +950 New
II
794
Inspire Investing
Idaho
$210K +$210K +945 New
BWM
795
BNC Wealth Management
Oregon
$207K +$45.4K +204 +28%
ISL
796
Ingalls & Snyder LLC
New York
$201K +$201K +904 New
WR
797
WD Rutherford
Oregon
$201K +$201K +905 New
LCP
798
Legacy Capital Partners
Wisconsin
$200K -$77.8K -350 -28%
FMLI
799
Fukoku Mutual Life Insurance
Japan
$200K
SBSB
800
Sullivan, Bruyette, Speros & Blaney
Virginia
$179K +$55.5K +250 +45%