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DocuSign
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Overview Fund Activity

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

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$1.43B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.07B
3
Tiger Global Management
Tiger Global Management
New York
$2.04B
4
Morgan Stanley
Morgan Stanley
New York
$1.86B
5
Macquarie Group
Macquarie Group
Australia
$358M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$495M
2
BlackRock
BlackRock
New York
$3.14B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$207M
5
BCVI
Bain Capital Venture Investors
Massachusetts
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
251
Faithward Advisors
Pennsylvania
$6.52M +$865K +3,092 +15%
Natixis Advisors
252
Natixis Advisors
Massachusetts
$6.35M +$1.51M +5,406 +31%
X
253
Xponance
Pennsylvania
$6.22M +$921K +3,296 +17%
FWC
254
First Washington Corp
Washington
$6.2M +$1.26M +4,490 +25%
ANI
255
American National Insurance
Texas
$6.1M – – –
BPB
256
Badgley, Phelps & Bell
Washington
$6M +$364K +1,303 +6%
US Bancorp
257
US Bancorp
Minnesota
$6M -$175K -625 -3%
Creative Planning
258
Creative Planning
Kansas
$5.76M -$3.31M -11,829 -36%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$5.69M +$1.76M +6,306 +45%
GAM
260
Gotham Asset Management
New York
$5.61M +$5.3M +18,953 +1,728%
TC
261
TwinBeech Capital
New York
$5.55M +$5.55M +19,865 New
AC
262
Asio Capital
Kentucky
$5.52M +$354K +1,267 +7%
CI
263
Capital International
California
$5.46M -$18.2K -65 -0.3%
SIC
264
Sigma Investment Counselors
Michigan
$5.42M +$10.3K +37 +0.2%
ACM
265
Alcosta Capital Management
California
$5.37M +$200K +716 +4%
CAM
266
Covenant Asset Management
New Jersey
$5.25M +$19.3K +69 +0.4%
ANBT
267
American National Bank & Trust
Texas
$5.11M -$16.5K -59 -0.3%
MIAN
268
Mariner Independent Advisor Network
Kansas
$5.1M +$190K +680 +4%
BIAS
269
Beacon Investment Advisory Services
New Jersey
$5.07M +$1.16M +4,155 +30%
PA
270
Parallel Advisors
California
$5.06M -$61.2K -219 -1%
AIM
271
Aigen Investment Management
New York
$5.05M +$5.05M +18,047 New
AHC
272
Adell Harriman & Carpenter
Texas
$4.99M +$99.2K +355 +2%
AWM
273
AE Wealth Management
Kansas
$4.9M -$543K -1,943 -10%
LG
274
LaFleur & Godfrey
Michigan
$4.87M +$528K +1,888 +12%
IA
275
IndexIQ Advisors
New York
$4.86M -$98.1K -351 -2%
9 10
11
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