DOCU icon

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 %
NWA
1076
New World Advisors
Massachusetts
-$415K -1,486 Closed
Tudor Investment Corp
1077
Tudor Investment Corp
Connecticut
-$412K -1,474 Closed
CWS
1078
Cypress Wealth Services
California
-$367K -1,312 Closed
Walleye Capital
1079
Walleye Capital
New York
-$347 -1,240 Closed
SRAM
1080
Spouting Rock Asset Management
Pennsylvania
-$329K -1,176 Closed
ACM
1081
AlphaStar Capital Management
North Carolina
-$309K -1,105 Closed
FVWA
1082
Foster Victor Wealth Advisors
South Carolina
-$308K -1,100 Closed
VCWA
1083
Vanguard Capital Wealth Advisors
Colorado
-$299K -1,070 Closed
LOAMS
1084
Lombard Odier Asset Management (Switzerland)
Switzerland
-$291K -1,041 Closed
JPG
1085
Jordan Park Group
California
-$289K -1,034 Closed
SFA
1086
Sequoia Financial Advisors
Ohio
-$283K -1,011 Closed
PM
1087
Precept Management
Texas
-$280K -1,000 Closed
DWM
1088
Dorchester Wealth Management
Quebec, Canada
-$274K -980 Closed
PCA
1089
Pallas Capital Advisors
Massachusetts
-$278K -921 Closed
BWM
1090
BNC Wealth Management
Oregon
-$252K -902 Closed
QSS
1091
Quantitative Systematic Strategies
Florida
-$251K -899 Closed
TW
1092
Transform Wealth
Colorado
-$246K -881 Closed
JF
1093
Jump Financial
Illinois
-$245K -879 Closed
WJWM
1094
Williams Jones Wealth Management
New York
-$245K -875 Closed
SAM
1095
Shikiar Asset Management
New York
-$240K -860 Closed
LWAC
1096
Laurel Wealth Advisors (California)
California
-$240K -858 Closed
I
1097
INVST
Indiana
-$234K -830 Closed
MGIM
1098
M&G Investment Management
United Kingdom
-$232 -829 Closed
TCM
1099
Tandem Capital Management
New Jersey
-$231K -825 Closed
ASFA
1100
All Season Financial Advisors
Colorado
-$230K -822 Closed