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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 %
PB
976
Pinnacle Bancorp
Nebraska
$11K +$3.76K +14 +52%
LWM
977
Liberty Wealth Management
California
$11K +$4.92K +17 +81%
LCM
978
Logan Capital Management
Pennsylvania
$11K +$11K +40 New
SSC
979
Syverson Strege & Co
Iowa
$11K +$11K +40 New
WB
980
Webster Bank
Connecticut
$10K -$135K -473 -93%
EWM
981
Elmwood Wealth Management
California
$10K
BMD
982
Better Money Decisions
New Mexico
$10K
ONST
983
Old North State Trust
North Carolina
$10K
MS
984
Mizuho Securities
Japan
$8K
CWA
985
Carolina Wealth Advisors
South Carolina
$8K
RIM
986
Rockbridge Investment Management
New York
$8K
SNT
987
Security National Trust
West Virginia
$8K
WQ
988
Wealth Quarterback
New Jersey
$8K +$8K +26 New
ME
989
McIlrath & Eck
Washington
$7K
CHA
990
Carmichael Hill & Associates
Maryland
$7K +$7K +25 New
Nisa Investment Advisors
991
Nisa Investment Advisors
Missouri
$6.93K +$1.34K +4,800 +24%
CA
992
Clearstead Advisors
Ohio
$6K
HWMA
993
Heritage Wealth Management (Arizona)
Arizona
$6K
TFO
994
Tarbox Family Office
California
$5K
CCA
995
Column Capital Advisors
Indiana
$5K +$5K +17 New
AIG
996
American International Group
New York
$4.54K +$132 +471 +3%
TLFA
997
True Link Financial Advisors
California
$4K +$4K +13 New
SWA
998
Sutton Wealth Advisors
Florida
$3.63K +$280 +1 +8%
MWC
999
MBM Wealth Consultants
Missouri
$3K
SJIM
1000
St. Johns Investment Management
Florida
$3K