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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 %
TFIPS
951
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.7K – – –
AWM
952
Avior Wealth Management
Nebraska
$25K +$3.75K +15 +18%
BFC
953
Bedel Financial Consulting
Indiana
$25K +$9.09K +36 +57%
EARNEST Partners
954
EARNEST Partners
Georgia
$24K – – –
AWM
955
Avondale Wealth Management
Texas
$23K -$36.1K -143 -61%
AFG
956
Albion Financial Group
Utah
$23K +$5.17K +20 +29%
KPCM
957
Kings Point Capital Management
New York
$21K -$1.52K -6 -7%
PWM
958
Prentice Wealth Management
New York
$21K – – –
LCM
959
Logan Capital Management
Pennsylvania
$21K +$10.5K +40 +100%
TWM
960
Tradition Wealth Management
Minnesota
$21K +$21K +81 New
BWM
961
Baystate Wealth Management
Massachusetts
$20K – – –
DWA
962
Delos Wealth Advisors
Texas
$19K – – –
CAM
963
Close Asset Management
United Kingdom
$18K – – –
PB
964
Pinnacle Bancorp
Nebraska
$18K +$7.46K +29 +71%
AWM
965
Activest Wealth Management
Florida
$18K +$18K +68 New
ACM
966
Antonetti Capital Management
Florida
$18K +$18K +71 New
MA
967
MUFG Americas
New York
$17K – – –
AIC
968
Archer Investment Corporation
Indiana
$16.2K -$15.4K -60 -49%
CFA
969
Carroll Financial Associates
North Carolina
$16K -$211K -871 -93%
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
LWP
971
Lumature Wealth Partners
Georgia
$15K +$15K +60 New
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$2.5K +10 +22%
APWA
973
Atlas Private Wealth Advisors
New Jersey
$13K – – –
PCG
974
Private Capital Group
Connecticut
$13K +$1.28K +5 +11%
SSC
975
Syverson Strege & Co
Iowa
$13K +$2.8K +11 +28%
37 38
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