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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 %
CFA
876
Cahill Financial Advisors
Minnesota
$133K +$133K +516 New
GCM
877
Gables Capital Management
Florida
$129K +$77.4K +300 +150%
APP
878
Alpha Paradigm Partners
Illinois
$127K -$118K -459 -48%
HWA
879
HHM Wealth Advisors
Tennessee
$127K
WOSD
880
WFA of San Diego
California
$119K +$119K +464 New
HNB
881
Huntington National Bank
Ohio
$114K +$24.1K +94 +27%
TPCW
882
TD Private Client Wealth
New York
$108K -$8.5K -33 -7%
TFGT
883
TS Financial Group (TSFG)
Illinois
$107K +$2.57K +10 +2%
AF
884
Allworth Financial
California
$106K +$83.8K +324 +377%
NSIM
885
North Star Investment Management
Illinois
$105K -$3.88K -15 -4%
MWM
886
Mascoma Wealth Management
New Hampshire
$103K +$103K +400 New
FHA
887
First Horizon Advisors
Tennessee
$88K -$10.7K -42 -11%
SC
888
Steph & Co
Wisconsin
$88K
MAM
889
Meeder Asset Management
Ohio
$86K -$973K -3,769 -92%
CAL
890
Capital Analysts LLC
Pennsylvania
$84K +$34.2K +134 +69%
LC
891
Lindbrook Capital
California
$83K +$4.9K +19 +6%
FF
892
FourThought Financial
Florida
$82K +$4.87K +19 +6%
KIG
893
Kowal Investment Group
Wisconsin
$81K +$81K +315 New
PCH
894
Polar Capital Holdings
United Kingdom
$80.5K -$65K -252,584 -45%
GRP
895
Global Retirement Partners
California
$78K +$10.3K +40 +15%
PVH
896
Psagot Value Holdings
Israel
$77K -$20.5K -80 -21%
CYG
897
Clean Yield Group
Vermont
$77K
SN
898
Sittner & Nelson
Oregon
$77K
CI
899
CAZ Investments
Texas
$77K
IFAM
900
Institutional & Family Asset Management
Colorado
$75K +$24.8K +96 +49%