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 %
CWC
901
Carolinas Wealth Consulting
North Carolina
$69K +$57.4K +222 +493%
LFG
902
Larson Financial Group
Missouri
$67K -$29K -112 -30%
ATC
903
Adirondack Trust Company
New York
$65K – – –
CLOS
904
Compagnie Lombard Odier SCmA
Switzerland
$64K +$64K +250 New
FIA
905
FNY Investment Advisers
New York
$64K +$64K +251 New
JCM
906
Jacobi Capital Management
Pennsylvania
$63K – – –
WT
907
Whittier Trust
California
$62K +$62K +239 New
TWA
908
TCI Wealth Advisors
Arizona
$61K +$6.2K +24 +11%
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$58K -$1.28K -5 -2%
BWA
910
BDO Wealth Advisors
Florida
$57K – – –
AJ
911
Ashburton (Jersey)
Jersey
$54K – – –
FRA
912
Front Row Advisors
California
$54K – – –
MCM
913
MV Capital Management
Maryland
$51K – – –
CI
914
CX Institutional
Indiana
$51K – – –
PWMG
915
Prestige Wealth Management Group
New Jersey
$51K +$25.5K +100 +100%
HA
916
Herold Advisors
New York
$51K +$51K +200 New
TCM
917
Tradewinds Capital Management
Washington
$49K – – –
PFGIA
918
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$465K -1,800 -91%
TIM
919
Tortoise Investment Management
New York
$46K – – –
TFA
920
Toth Financial Advisory
Virginia
$45K – – –
AF
921
Arrow Financial
New York
$44K +$44K +170 New
CFO
922
CVA Family Office
Colorado
$43K -$75.3K -350 -64%
BC
923
Burleson & Co
California
$39K – – –
AW
924
Avion Wealth
Texas
$39K – – –
EIP
925
Ellis Investment Partners
Pennsylvania
$36K – – –
35 36
37
38 39