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DocuSign
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Overview Fund Activity

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

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$259M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$184M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$167M
4
Jennison Associates
Jennison Associates
New York
+$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$161M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$722M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$284M
3
AIM
ARK Investment Management
Florida
-$254M
4
Jane Street
Jane Street
New York
-$120M
5
Holocene Advisors
Holocene Advisors
New York
-$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
801
Seeyond
France
$273K -$2.82K -11 -1%
SF
802
Symphony Financial
Texas
$271K +$271K +1,055 New
IP
803
Intellectus Partners
California
$270K – – –
BCP
804
Berkeley Capital Partners
Georgia
$267K +$10.8K +42 +4%
GCP
805
GSA Capital Partners
United Kingdom
$265K -$176K -682 -40%
PWM
806
Palumbo Wealth Management
New York
$264K -$118K -460 -31%
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
$263K +$263K +1,021 New
RIA
808
Regal Investment Advisors
Michigan
$261K -$28.6K -111 -10%
CWP
809
Capital Wealth Planning
Florida
$259K -$59.2K -230 -19%
MW
810
Marcum Wealth
Ohio
$259K +$259K +1,005 New
PIA
811
Perennial Investment Advisors
California
$258K +$16.7K +65 +7%
PMFA
812
Plante Moran Financial Advisors
Michigan
$257K – – –
AWA
813
AmeriServ Wealth Advisors
Pennsylvania
$257K – – –
OPWM
814
Oxinas Partners Wealth Management
Indiana
$256K – – –
BAM
815
Blueshift Asset Management
New Jersey
$252K -$1.71M -6,631 -87%
HWM
816
Hohimer Wealth Management
Washington
$252K -$155K -600 -38%
BSW
817
Buckingham Strategic Wealth
Missouri
$251K -$515 -2 -0.2%
ED
818
Exane Derivatives
France
$249K +$23.2K +90 +10%
FP
819
Financial Perspectives
Minnesota
$248K – – –
YMRC
820
Yorktown Management & Research Company
Virginia
$247K – – –
RI
821
Ridgewood Investments
New Jersey
$245K -$123K -475 -33%
AWM
822
Apollon Wealth Management
South Carolina
$244K +$47.4K +184 +24%
CWM
823
Centric Wealth Management
Illinois
$242K – – –
HFS
824
Hantz Financial Services
Michigan
$241K +$99.4K +386 +70%
CA
825
Calton & Associates
Florida
$240K -$29.8K -116 -11%
31 32
33
34 35