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DocuSign
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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 %
CCG
401
Cloverfields Capital Group
Minnesota
$1.59M +$355K +1,752 +29%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$1.58M +$90.7K +448 +6%
1W
403
1776 Wealth
Georgia
$1.57M -$127K -660 -7%
VF
404
Virtu Financial
New York
$1.57M -$7.25M -35,799 -82%
SWP
405
Stratos Wealth Partners
Ohio
$1.56M -$157K -774 -9%
WWM
406
Western Wealth Management
Colorado
$1.53M +$1.29M +6,377 +535%
UCFA
407
United Capital Financial Advisors
Texas
$1.52M +$338K +1,671 +29%
BC
408
Breakline Capital
New York
$1.51M -$139K -687 -8%
GAG
409
GM Advisory Group
New York
$1.5M +$21.5K +106 +1%
HLA
410
Hamilton Lane Advisors
Pennsylvania
$1.49M -$595K -2,940 -29%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$517K +2,551 +53%
IMRF
412
Illinois Municipal Retirement Fund
Illinois
$1.48M – – –
Comerica Bank
413
Comerica Bank
Texas
$1.48M -$183K -814 -11%
NA
414
NewEdge Advisors
Louisiana
$1.47M -$374K -1,847 -20%
MJB
415
Mark J. Bradley
$1.47M – – –
HCMT
416
Highland Capital Management (Tennessee)
Tennessee
$1.46M -$119K -589 -8%
Cerity Partners
417
Cerity Partners
New York
$1.45M +$201K +994 +16%
CWM
418
CIBC World Markets
New York
$1.45M -$1.91M -9,416 -57%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$1.45M +$159K +785 +12%
CCP
420
Corient Capital Partners
California
$1.44M +$42.1K +208 +3%
SCM
421
Silvant Capital Management
Georgia
$1.4M -$23.7K -117 -2%
WCM
422
Washburn Capital Management
Florida
$1.4M -$163K -804 -10%
HH
423
Hilltop Holdings
Texas
$1.38M -$328K -1,621 -19%
CAN
424
Claraphi Advisory Network
United States
$1.37M +$416K +2,054 +44%
CIC
425
Carnegie Investment Counsel
Ohio
$1.36M +$218K +1,075 +19%
15 16
17
18 19