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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 %
SAM
451
Sompo Asset Management
Japan
$1.21M +$148K +730 +14%
PCR
452
Potrero Capital Research
California
$1.21M – – –
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$1.21M -$194K -957 -14%
CG
454
Cutler Group
California
$1.21M -$621K -3,066 -34%
EH
455
Equitable Holdings
New York
$1.18M +$85.8K +424 +8%
BWL
456
Bogart Wealth LLC
Virginia
$1.15M +$1.15M +5,684 New
CAN
457
Cetera Advisor Networks
California
$1.15M +$308K +1,523 +37%
WWM
458
WT Wealth Management
Arizona
$1.15M -$54.9K -271 -5%
CFGS
459
Concourse Financial Group Securities
Alabama
$1.13M +$1.07M +5,300 +1,809%
IAN
460
Integrated Advisors Network
Texas
$1.13M +$444K +2,193 +65%
RA
461
Rational Advisors
New York
$1.13M -$46.6K -230 -4%
AIM
462
Aspen Investment Management
Michigan
$1.13M -$10.1K -50 -0.9%
CRC
463
Curi RMB Capital
Illinois
$1.12M +$224K +1,106 +25%
BM
464
Brandywine Managers
Delaware
$1.12M +$42.7K +211 +4%
Manulife (Manufacturers Life Insurance)
465
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M -$20.9M -103,407 -95%
CPC
466
Congress Park Capital
New York
$1.12M -$47K -232 -4%
PSUF
467
People's United Financial
Connecticut
$1.11M -$1.06M -5,257 -49%
AA
468
Altman Advisors
Illinois
$1.11M +$526K +2,599 +90%
SWM
469
Segment Wealth Management
Texas
$1.11M +$87.1K +430 +9%
NIM
470
NuWave Investment Management
New Jersey
$1.1M +$369K +1,821 +50%
AIM
471
Achmea Investment Management
Netherlands
$1.1M -$776K -3,834 -41%
EPA
472
Element Pointe Advisors
Florida
$1.1M +$1.1M +5,414 New
CTC
473
Central Trust Company
Missouri
$1.09M – – –
CRWM
474
Castle Rock Wealth Management
California
$1.08M +$133K +599 +14%
BB
475
Busey Bank
Illinois
$1.05M -$615K -3,040 -37%
17 18
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