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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
$263M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.01B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$399M
4
Jennison Associates
Jennison Associates
New York
$1.48B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$257M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.64B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$432M
3
AIM
ARK Investment Management
Florida
$469M
4
Jane Street
Jane Street
New York
$1.99M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
926
Asset Dedication LLC
California
$36K +$13.5K +54 +60%
LWM
927
Liberty Wealth Management
California
$35K +$25.2K +98 +258%
CWP
928
Concord Wealth Partners
Virginia
$34K -$83.1K -325 -71%
FQ
929
First Quadrant
California
$34K +$34K +132 New
ST
930
Smithfield Trust
Pennsylvania
$33K – – –
PFBT
931
Parkside Financial Bank & Trust
Missouri
$31K +$20.1K +77 +183%
BWM
932
BerganKDV Wealth Management
Minnesota
$30K – – –
GWS
933
Glassman Wealth Services
Virginia
$29K +$1.27K +5 +5%
NC
934
NewSquare Capital
Pennsylvania
$28K – – –
SFPG
935
Stonebridge Financial Planning Group
Florida
$28K – – –
HPC
936
HM Payson & Co
Maine
$28K – – –
Bessemer Group
937
Bessemer Group
New Jersey
$28K +$28K +108 New
AAP
938
Arax Advisory Partners
Colorado
$27K -$130K -504 -83%
CWA
939
Clearview Wealth Advisors
Oregon
$27K -$12.1K -47 -31%
WWM
940
Wagner Wealth Management
South Carolina
$27K +$27K +98 New
FWM
941
Focused Wealth Management
New York
$27K +$27K +103 New
AF
942
Advisornet Financial
Minnesota
$26K -$86.8K -334 -77%
SIC
943
Salem Investment Counselors
North Carolina
$26K – – –
BC
944
Bartlett & Co
Ohio
$26K – – –
CFN
945
Cordasco Financial Network
Florida
$26K – – –
JPLA
946
Joseph P. Lucia & Associates
New York
$26K – – –
SSB
947
Sandy Spring Bank
Maryland
$26K +$9.27K +36 +55%
WAS
948
Winch Advisory Services
Wisconsin
$26K +$26K +100 New
Nisa Investment Advisors
949
Nisa Investment Advisors
Missouri
$25.9K +$19.5K +75,800 +306%
BCWM
950
Bartlett & Co Wealth Management
Ohio
$25.7K – – –
36 37
38
39 40