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Overview Fund Activity

964 hedge funds and large institutions have $28.6B invested in DocuSign in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 389 increasing their positions, 310 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
16.97%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.33%
New
152
Increased
389
Reduced
310
Closed
138
Calls
$1.41B
Puts
$2.37B
Net Calls
-$963M
Net Calls Change
-$497M

Top Buyers

1
Tiger Global Management
Tiger Global Management
New York
$1.04B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Morgan Stanley
Morgan Stanley
New York
$956M
4
AIM
ARK Investment Management
Florida
$647M
5
ClearBridge Investments
ClearBridge Investments
New York
$321M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
MCMC
Matrix Capital Management Company
New Hampshire
$0
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$106M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
5
Coatue Management
Coatue Management
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
301
Financial Consulate
Maryland
$3.32M – – –
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$3.3M +$2.25M +11,125 +215%
BRWA
303
B. Riley Wealth Advisors
Florida
$3.27M +$1.62M +7,982 +98%
VIA
304
Vident Investment Advisory
Georgia
$3.18M +$828K +4,091 +35%
HIA
305
Harbor Investment Advisory
Maryland
$3.15M -$108K -535 -3%
DC
306
Davenport & Co
Virginia
$3.15M +$53K +262 +2%
LG
307
LaFleur & Godfrey
Michigan
$3.14M +$1.68M +8,289 +115%
HAG
308
HighPoint Advisor Group
Illinois
$3.14M +$291K +1,366 +10%
HI
309
HBK Investments
Texas
$3.05M +$3.05M +15,070 New
SCM
310
Shelton Capital Management
Colorado
$3.04M +$320K +1,583 +12%
TCM
311
Tributary Capital Management
Nebraska
$3.04M – – –
WAM
312
Werlinich Asset Management
Connecticut
$3.01M +$3.01M +14,880 New
BAAM
313
Baker Avenue Asset Management
California
$2.99M +$104K +512 +4%
SPC
314
Sigma Planning Corp
Michigan
$2.96M +$662K +3,270 +29%
TCM
315
Tran Capital Management
California
$2.94M -$289K -1,428 -9%
OAM
316
Optimal Asset Management
California
$2.93M +$1.42M +7,000 +94%
FMI
317
F/M Investments
District of Columbia
$2.91M +$2.91M +14,369 New
CS
318
Candriam SCA
Luxembourg
$2.86M – – –
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$2.84M +$549K +2,710 +24%
BIAS
320
Beacon Investment Advisory Services
New Jersey
$2.83M +$1.85M +9,153 +190%
IMC Chicago
321
IMC Chicago
Illinois
$2.83M +$2.83M +13,959 New
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$2.82M +$2.23M +11,027 +383%
WS
323
Wedbush Securities
California
$2.8M +$1.22M +6,024 +77%
SSI
324
Scott & Selber Inc
Texas
$2.73M +$9.51K +47 +0.3%
MWM
325
Meridian Wealth Management
Kentucky
$2.72M +$66.2K +327 +2%
11 12
13
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