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DocuSign

1,022 hedge funds and large institutions have $41.5B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 356 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+58
Holders Change %
+6.02%
% of All Funds
17.84%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
361
Reduced
356
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
876
HHM Wealth Advisors
Tennessee
$138K +$10.9K +39 +9%
CWP
877
Concord Wealth Partners
Virginia
$128K -$1.96K -7 -2%
TPCW
878
TD Private Client Wealth
New York
$126K -$36.9K -132 -23%
GAM
879
GVO Asset Management
Switzerland
$122K +$38.1K +136 +45%
AF
880
Advisornet Financial
Minnesota
$121K -$48.5K -174 -29%
SIM
881
Sonora Investment Management
Arizona
$119K -$23.2K -83 -16%
NSIM
882
North Star Investment Management
Illinois
$118K
TFGT
883
TS Financial Group (TSFG)
Illinois
$114K +$114K +407 New
KFP
884
KB Financial Partners
New Jersey
$110K -$122K -435 -53%
SAS
885
Stelac Advisory Services
New York
$109K -$87.3K -313 -44%
FHA
886
First Horizon Advisors
Tennessee
$108K +$14.4K +52 +15%
PVH
887
Psagot Value Holdings
Israel
$106K -$27.9K -100 -21%
LFG
888
Larson Financial Group
Missouri
$104K -$2.8K -10 -3%
HNB
889
Huntington National Bank
Ohio
$98K
SC
890
Steph & Co
Wisconsin
$95K
WT
891
Washington Trust
Rhode Island
$91K +$2.8K +10 +3%
LC
892
Lindbrook Capital
California
$85K +$27.8K +99 +49%
CI
893
CAZ Investments
Texas
$84K
SN
894
Sittner & Nelson
Oregon
$84K
FF
895
FourThought Financial
Florida
$84K +$68.7K +246 +447%
CYG
896
Clean Yield Group
Vermont
$84K +$84K +300 New
GRP
897
Global Retirement Partners
California
$74K -$8.44K -30 -10%
PWP
898
Personal Wealth Partners
Minnesota
$74K +$74K +265 New
JCM
899
Jacobi Capital Management
Pennsylvania
$68K
ATC
900
Adirondack Trust Company
New York
$66K