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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 %
EFS
776
Essex Financial Services
Connecticut
$299K -$33.2K -129 -10%
KLCM
777
KG&L Capital Management
Louisiana
$298K -$19.3K -75 -6%
MSFS
778
Main Street Financial Solutions
Pennsylvania
$297K +$5.14K +20 +2%
ZIM
779
Zacks Investment Management
Illinois
$297K +$32.4K +126 +12%
HFM
780
Harvest Fund Management
China
$295K +$13.6K +53 +5%
AWM
781
Atticus Wealth Management
Florida
$293K -$11.8K -46 -4%
PP
782
PDS Planning
Ohio
$292K +$3.09K +12 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
783
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$289K -$283K -1,102 -50%
NAM
784
NorthCoast Asset Management
Connecticut
$289K +$2.58K +10 +0.9%
HIP
785
HUB Investment Partners
Texas
$287K -$28.5K -111 -9%
OIM
786
Oder Investment Management
California
$287K
WA
787
WESPAC Advisors
California
$287K +$287K +1,116 New
CCM
788
Coldstream Capital Management
Washington
$286K +$68.1K +316 +31%
KAM
789
Knightsbridge Asset Management
California
$283K
RBFC
790
Roman Butler Fullerton & Co
Missouri
$283K +$81.3K +301 +40%
SG
791
StoneX Group
New York
$282K -$20.9K -81 -7%
SFP
792
Sandbox Financial Partners
Maryland
$281K -$63.2K -246 -18%
RWA
793
Redhawk Wealth Advisors
Minnesota
$281K +$281K +1,090 New
FP
794
Foundry Partners
Minnesota
$280K +$75.1K +292 +37%
VF
795
Virtu Financial
New York
$279K +$279K +1,084 New
FRA
796
Frank Rimerman Advisors
California
$278K
Comerica Bank
797
Comerica Bank
Texas
$278K -$1.43M -5,226 -84%
WA
798
Wealth Alliance
New York
$277K +$24.7K +96 +10%
BWM
799
Buckley Wealth Management
Nevada
$275K
HCM
800
Hollencrest Capital Management
California
$274K +$274K +1,064 New