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
$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 %
CA
1001
Clearstead Advisors
Ohio
$5K – – –
TFO
1002
Tarbox Family Office
California
$5K – – –
HWMA
1003
Heritage Wealth Management (Arizona)
Arizona
$5K – – –
SAM
1004
Strategic Asset Management
Minnesota
$5K +$5K +18 New
PCA
1005
Providence Capital Advisors
North Carolina
$5K +$5K +20 New
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5K +20 New
FA
1007
Fortis Advisors
Pennsylvania
$4K +$4K +17 New
SWA
1008
Sutton Wealth Advisors
Florida
$3.35K – – –
BCH
1009
Berkshire Capital Holdings
California
$3K -$25M -83,360 -100%
IF
1010
Ironwood Financial
Arizona
$3K – – –
MWC
1011
MBM Wealth Consultants
Missouri
$3K – – –
TLFA
1012
True Link Financial Advisors
California
$3K – – –
SJIM
1013
St. Johns Investment Management
Florida
$3K – – –
PSB
1014
Piscataqua Savings Bank
New Hampshire
$3K +$3K +10 New
DCM
1015
Davidson Capital Management
Texas
$2K -$444 -2 -18%
CAM
1016
ClariVest Asset Management
California
$2K – – –
SCA
1017
Stonebridge Capital Advisors
Minnesota
$2K – – –
CA
1018
Crewe Advisors
Utah
$2K – – –
AFS
1019
Annapolis Financial Services
Maryland
$2K – – –
JWM
1020
Janiczek Wealth Management
Colorado
$2K +$333 +1 +20%
LF
1021
Lee Financial
Texas
$2K +$2K +7 New
TAIM
1022
TD Ameritrade Investment Management
Nebraska
$2K +$2K +8 New
AWMS
1023
Advocacy Wealth Management Services
Georgia
$1K – – –
TF
1024
TimeScale Financial
Massachusetts
$1K – – –
HR
1025
Howe & Rusling
New York
$1K – – –
39 40
41
42 43