DOCU icon

DocuSign
DOCU

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 %
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$240K +$55.2K +215 +30%
MS
827
Maven Securities
Jersey
$240K +$240K +931 New
SIM
828
Sonora Investment Management
Arizona
$238K +$129K +500 +118%
WFI
829
West Family Investments
California
$237K +$3.61K +14 +2%
VWA
830
Visionary Wealth Advisors
Illinois
$233K -$7.71K -30 -3%
WG
831
Winton Group
United Kingdom
$232K -$157K -610 -40%
MIFH
832
Migdal Insurance & Financial Holdings
Israel
$232K – – –
SC
833
Saturna Capital
Washington
$232K +$20.6K +80 +10%
IC
834
Inscription Capital
Texas
$232K +$232K +902 New
WF
835
Welch & Forbes
Massachusetts
$231K +$11.6K +45 +5%
CA
836
Continuum Advisory
Idaho
$229K +$11.1K +43 +5%
AFP
837
Ausdal Financial Partners
Iowa
$228K -$25.2K -98 -10%
RFA
838
Reilly Financial Advisors
California
$228K -$8.5K -33 -4%
FANJ
839
Financial Architects (New Jersey)
New Jersey
$228K – – –
EMFAT
840
Emerald Mutual Fund Advisers Trust
Pennsylvania
$228K – – –
AA
841
Ancora Advisors
Ohio
$228K – – –
MLFP
842
MPS Loria Financial Planners
Illinois
$226K – – –
FTDI
843
First Trust Direct Indexing
Massachusetts
$225K -$11.6K -45 -5%
SMC
844
Smith, Moore & Co
Missouri
$224K – – –
CAGAS
845
Capital Advisory Group Advisory Services
Minnesota
$222K -$748K -2,903 -77%
BU
846
BBVA USA
Alabama
$221K +$88.4K +344 +67%
BMCM
847
Burns Matteson Capital Management
New York
$215K +$215K +837 New
BC
848
Burney Company
Virginia
$214K +$12.9K +50 +6%
HL
849
HeadInvest LLC
Maine
$212K +$212K +822 New
RA
850
Riversedge Advisors
Delaware
$212K +$212K +825 New
32 33
34
35 36