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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
+$684M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$330M
3
Morgan Stanley
Morgan Stanley
New York
+$297M
4
AIM
ARK Investment Management
Florida
+$206M
5
ClearBridge Investments
ClearBridge Investments
New York
+$201M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$902M
2
MCMC
Matrix Capital Management Company
New Hampshire
-$299M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$263M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
5
Coatue Management
Coatue Management
New York
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
351
Ceera Investments
Texas
$2.2M +$2.2M +10,860 New
BIP
352
Bouvel Investment Partners
Pennsylvania
$2.15M +$2.15M +10,613 New
GP
353
Geneva Partners
Wisconsin
$2.14M -$51.6K -255 -2%
IAIM
354
International Assets Investment Management
Florida
$2.12M +$1.09M +5,125 +105%
MAM
355
Meeder Asset Management
Ohio
$2.11M +$2.05M +10,117 +3,306%
VWA
356
V Wealth Advisors
Kansas
$2.1M +$289K +1,428 +16%
SM
357
Sciencast Management
New Jersey
$2.09M +$174K +821 +9%
PWSG
358
Pacific Wealth Strategies Group
California
$2.09M +$208K +1,028 +11%
QT
359
Quantbot Technologies
New York
$2.08M -$1.47M -7,243 -41%
TFA
360
Teamwork Financial Advisors
Texas
$2.06M -$433K -2,141 -17%
OCM
361
Orion Capital Management
California
$2.06M -$6.07K -30 -0.3%
CCA
362
Catalyst Capital Advisors
New York
$2.05M -$12.6M -62,269 -86%
EDRH
363
Edmond de Rothschild Holding
Switzerland
$2.04M +$1.88M +9,306 +1,187%
OCM
364
Orser Capital Management
Texas
$2.03M -$110K -545 -5%
NIM
365
Northeast Investment Management
Massachusetts
$2M -$157K -775 -7%
GH
366
GAM Holding
Switzerland
$1.99M -$788 -4 -0%
MA
367
Modus Advisors
Minnesota
$1.99M +$107K +531 +6%
KA
368
Kovack Advisors
Florida
$1.98M -$376K -1,857 -16%
SPIA
369
Steward Partners Investment Advisory
New York
$1.96M +$327K +1,614 +20%
LSERS
370
Louisiana State Employees Retirement System
Louisiana
$1.94M +$304K +1,500 +19%
SFO
371
Stokes Family Office
Louisiana
$1.92M -$202 -1 -0%
PG
372
Pendal Group
Australia
$1.91M +$1.03M +5,065 +115%
M&T Bank
373
M&T Bank
New York
$1.91M -$3.58M -17,679 -65%
TSS
374
Thomas Story & Son
Indiana
$1.9M – – –
PI
375
PFS Investments
Georgia
$1.9M +$1.9M +9,384 New
13 14
15
16 17