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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 %
AWM
901
Avondale Wealth Management
Texas
$65K
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$65K +$51.3K +183 +373%
BWA
903
BDO Wealth Advisors
Florida
$62K +$5.59K +20 +10%
FRA
904
Front Row Advisors
California
$60K
TWA
905
TCI Wealth Advisors
Arizona
$59K +$12.5K +45 +27%
AJ
906
Ashburton (Jersey)
Jersey
$58K +$58K +208 New
CI
907
CX Institutional
Indiana
$56K
GCM
908
Gables Capital Management
Florida
$56K +$56K +200 New
MCM
909
MV Capital Management
Maryland
$56K +$56K +200 New
HFS
910
HBC Financial Services
Washington
$56K +$55.9K +5,350 +53,500%
CAL
911
Capital Analysts LLC
Pennsylvania
$55K -$7.05K -25 -11%
WP
912
WealthShield Partners
North Carolina
$54K -$56.3K -200 -51%
TCM
913
Tradewinds Capital Management
Washington
$54K -$7.03K -25 -12%
IFAM
914
Institutional & Family Asset Management
Colorado
$54K +$17.5K +63 +48%
TIM
915
Tortoise Investment Management
New York
$50K
TFA
916
Toth Financial Advisory
Virginia
$49K -$4.2K -15 -8%
HFA
917
Hoover Financial Advisors
Pennsylvania
$44K -$76.3K -274 -63%
AW
918
Avion Wealth
Texas
$43K +$43K +153 New
BC
919
Burleson & Co
California
$42K -$1.11K -4 -3%
CWA
920
Clearview Wealth Advisors
Oregon
$42K +$15.5K +56 +58%
FCA
921
FinTrust Capital Advisors
South Carolina
$41K +$41K +145 New
EIP
922
Ellis Investment Partners
Pennsylvania
$39K
PMAS
923
PNC Managed Account Solutions
Texas
$37K +$37K +134 New
ST
924
Smithfield Trust
Pennsylvania
$36K
AIC
925
Archer Investment Corporation
Indiana
$34.4K