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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
+$884M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$603M
3
Tiger Global Management
Tiger Global Management
New York
+$595M
4
Morgan Stanley
Morgan Stanley
New York
+$543M
5
Macquarie Group
Macquarie Group
Australia
+$334M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
2
BlackRock
BlackRock
New York
-$329M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$211M
5
BCVI
Bain Capital Venture Investors
Massachusetts
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
326
Amalgamated Bank
New York
$3.61M +$1.12M +4,001 +45%
MWM
327
Meridian Wealth Management
Kentucky
$3.6M -$156K -559 -4%
SPIA
328
Steward Partners Investment Advisory
New York
$3.58M +$876K +3,134 +32%
GWSG
329
GPS Wealth Strategies Group
Colorado
$3.57M +$49.5K +177 +1%
Impax Asset Management Group
330
Impax Asset Management Group
United Kingdom
$3.52M -$280 -1 -0%
AAM
331
Advisors Asset Management
Colorado
$3.51M +$15.7K +56 +0.4%
TRCT
332
Tower Research Capital (TRC)
New York
$3.49M -$2.9M -10,374 -45%
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$3.43M +$282K +1,010 +9%
SPC
334
Sigma Planning Corp
Michigan
$3.42M -$667K -2,387 -16%
DILIC
335
Dai-ichi Life Insurance Company
Japan
$3.38M -$4.12M -14,747 -55%
BSI
336
Bennett Selby Investments
Maine
$3.36M +$146K +524 +5%
JAFL
337
Jay A. Fishman Ltd
Michigan
$3.33M +$1.55M +5,555 +87%
RCA
338
Resonant Capital Advisors
Wisconsin
$3.23M – – –
ETCM
339
Evolutionary Tree Capital Management
Virginia
$3.19M +$52.3K +187 +2%
AFAS
340
Acorn Financial Advisory Services
Virginia
$3.16M -$132K -473 -4%
APA
341
American Portfolios Advisors
New York
$3.15M +$619K +2,213 +24%
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$3.15M -$2.05M -7,325 -39%
FFM
343
FengHe Fund Management
Singapore
$3.13M +$3.13M +11,200 New
SMFG
344
Sumitomo Mitsui Financial Group
Japan
$3.1M +$2.39M +8,409 +337%
CA
345
Cetera Advisors
Colorado
$3.06M -$126K -450 -4%
WI
346
WBI Investments
New Jersey
$3.06M +$3.06M +10,950 New
CI
347
Ceera Investments
Texas
$3.04M – – –
AC
348
Athanor Capital
New York
$3.03M -$149K -534 -5%
BIP
349
Bouvel Investment Partners
Pennsylvania
$3M +$31K +111 +1%
CANY
350
Caxton Associates (New York)
New York
$2.99M -$643K -2,300 -18%
12 13
14
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