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DocuSign
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Overview Fund Activity

959 hedge funds and large institutions have $31.2B invested in DocuSign in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 400 increasing their positions, 252 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+115
Holders Change %
+13.63%
% of All Funds
17.02%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
217
Increased
400
Reduced
252
Closed
90
Calls
$1.89B
Puts
$2.35B
Net Calls
-$466M
Net Calls Change
-$639M

Top Buyers

1
Tiger Global Management
Tiger Global Management
New York
+$327M
2
AIM
ARK Investment Management
Florida
+$317M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$271M
4
BlackRock
BlackRock
New York
+$158M
5
NAMA
Nikko Asset Management Americas
New York
+$155M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$931M
2
MCM
Melvin Capital Management
New York
-$431M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$237M
4
Fidelity International
Fidelity International
Bermuda
-$216M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWA
501
Hall Private Wealth Advisors
North Carolina
$935K +$935K +4,205 New
CIM
502
Coastal Investment Management
California
$934K +$934K +4,200 New
SLI
503
Sumitomo Life Insurance
Japan
$932K +$932K +4,191 New
FFA
504
First Foundation Advisors
California
$927K +$250K +1,123 +37%
CAN
505
Cetera Advisor Networks
California
$921K -$50.3K -226 -5%
AIL
506
AGF Investments LLC
Ontario, Canada
$908K -$632K -2,845 -41%
KPWS
507
Kestra Private Wealth Services
Texas
$906K +$56.5K +250 +7%
WCA
508
Westover Capital Advisors
Delaware
$904K -$15.6K -70 -2%
ED
509
Exane Derivatives
France
$901K -$40.5K -182 -4%
IWA
510
IVC Wealth Advisors
Pennsylvania
$899K +$899K +4,045 New
SFG
511
Sovereign Financial Group
Connecticut
$898K +$898K +4,038 New
EP
512
Eudaimonia Partners
Tennessee
$895K +$38.9K +175 +5%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892K +$278K +1,252 +45%
CAAS
514
Capital Asset Advisory Services
Michigan
$891K +$171K +770 +24%
LAI
515
Legal Advantage Investments
California
$889K +$889K +4,000 New
DBT
516
Dubuque Bank & Trust
Iowa
$876K -$267K -1,200 -23%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$867K +$473K +2,127 +120%
AWP
518
Ascent Wealth Partners
New York
$866K +$866K +3,894 New
MWM
519
Minot Wealth Management
Massachusetts
$861K +$572K +2,575 +198%
TWM
520
Titus Wealth Management
California
$855K -$48.9K -220 -5%
AIP
521
Ameritas Investment Partners
Nebraska
$855K +$66K +297 +8%
NFG
522
Next Financial Group
Texas
$853K -$560K -2,519 -40%
AC
523
Allstate Corporation
Illinois
$850K +$127K +571 +18%
EWM
524
Elite Wealth Management
Washington
$848K -$236K -1,063 -22%
WI
525
Wintrust Investments
Illinois
$847K +$81.4K +366 +11%
19 20
21
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