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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 %
C
851
Certuity
Florida
$211K +$258 +1 +0.1%
LA
852
Latitude Advisors
Florida
$209K +$209K +812 New
GT
853
Glenmede Trust
Pennsylvania
$207K +$4.11K +16 +2%
PWM
854
Peterson Wealth Management
Nevada
$207K +$7.97K +31 +4%
ER
855
Enlightenment Research
Florida
$206K +$206K +800 New
BFA
856
Benedict Financial Advisors
Georgia
$203K – – –
FPA
857
First Pacific Advisors
California
$203K – – –
LWA
858
Lineweaver Wealth Advisors
Ohio
$203K – – –
BPA
859
Beacon Pointe Advisors
California
$202K -$34.1K -132 -14%
KWM
860
Keebeck Wealth Management
Illinois
$202K – – –
PAI
861
Pittenger & Anderson Inc
Nebraska
$192K +$32.2K +125 +20%
MHR
862
Matthew Hamilton Rosenberg
$180K – – –
RE
863
RBC Europe
United Kingdom
$179K -$772 -3 -0.4%
PCM
864
Penserra Capital Management
California
$175K +$17K +66 +11%
Fifth Third Bancorp
865
Fifth Third Bancorp
Ohio
$169K -$1.8K -7 -1%
AWA
866
Arkadios Wealth Advisors
Georgia
$167K -$13.1K -51 -7%
WLPWM
867
Walled Lake Planning & Wealth Management
Illinois
$167K – – –
QCG
868
Quadrant Capital Group
Ohio
$162K +$14.7K +57 +10%
Loomis, Sayles & Company
869
Loomis, Sayles & Company
Massachusetts
$152K +$130K +507 +596%
FCM
870
Firestone Capital Management
Florida
$151K – – –
AssetMark Inc
871
AssetMark Inc
California
$149K +$149K +580 New
TFM
872
TFC Financial Management
Massachusetts
$148K – – –
TCWM
873
Total Clarity Wealth Management
Illinois
$145K +$145K +562 New
ZB
874
Zions Bancorporation
Utah
$137K -$3.08K -12 -2%
SWA
875
SOA Wealth Advisors
New York
$137K +$9.2K +36 +7%
33 34
35
36 37