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DocuSign

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
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
976
Sargent Bickham Lagudis
Colorado
$13K +$13K +50 New
JWA
977
JFS Wealth Advisors
Pennsylvania
$13K +$13K +50 New
SOW
978
State of Wyoming
Wyoming
$12K -$16.5K -66 -58%
EWA
979
Evolution Wealth Advisors
Florida
$12K -$5.87K -23 -33%
PP
980
Pacifica Partners
Canada
$12K
ACM
981
Advent Capital Management
New York
$12K
JAM
982
JCIC Asset Management
Ontario, Canada
$11K
EWM
983
Evermay Wealth Management
Virginia
$11K +$8.5K +34 +340%
SMG
984
Spectrum Management Group
Indiana
$11K +$11K +42 New
BIA
985
Bell Investment Advisors
California
$11K +$11K +42 New
KTC
986
Kistler-Tiffany Companies
Pennsylvania
$10K
BMD
987
Better Money Decisions
New Mexico
$10K
CCA
988
Column Capital Advisors
Indiana
$10K +$5.41K +20 +118%
VRM
989
Vectors Research Management
New York
$9K -$6.88K -26 -43%
WB
990
Webster Bank
Connecticut
$9K
ONST
991
Old North State Trust
North Carolina
$9K
HWM
992
Holloway Wealth Management
Florida
$8K
RIM
993
Rockbridge Investment Management
New York
$8K
SNT
994
Security National Trust
West Virginia
$8K
MS
995
Mizuho Securities
Japan
$7K
MWA
996
Moser Wealth Advisors
Washington
$7K +$7K +26 New
ME
997
McIlrath & Eck
Washington
$6K
CHA
998
Carmichael Hill & Associates
Maryland
$6K
TAM
999
Tucker Asset Management
Colorado
$5.01K +$5.01K +18 New
WQ
1000
Wealth Quarterback
New Jersey
$5K -$3.13K -10 -38%