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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 %
ACP
501
Aviance Capital Partners
Florida
$937K – – –
Twin Tree Management
502
Twin Tree Management
Texas
$931K -$20.9M -103,332 -96%
EGM
503
Engineers Gate Manager
New York
$928K -$11M -54,183 -92%
PWM
504
Purus Wealth Management
California
$921K +$66.6K +329 +8%
IWM
505
IHT Wealth Management
Illinois
$904K -$358K -1,767 -28%
EMG
506
ETF Managers Group
New Jersey
$901K -$1.17M -5,928 -56%
SI
507
Stephens Inc
Arkansas
$901K +$359K +1,775 +66%
QFA
508
Quattro Financial Advisors
Texas
$893K +$893K +4,000 New
FNBT
509
FineMark National Bank & Trust
Florida
$887K – – –
MHS
510
M Holdings Securities
Oregon
$885K +$885K +4,373 New
CAM
511
Cresset Asset Management
Illinois
$884K +$304K +1,504 +52%
NFG
512
Next Financial Group
Texas
$881K +$105K +517 +13%
CB
513
Commerce Bank
Missouri
$878K -$55.7K -275 -6%
WFC
514
Western Financial Corp
California
$870K +$870K +4,298 New
VFA
515
Voya Financial Advisors
Connecticut
$864K -$12.6K -64 -1%
FFA
516
First Foundation Advisors
California
$855K +$11.1K +55 +1%
IWA
517
IVC Wealth Advisors
Pennsylvania
$855K +$36.4K +180 +4%
P8IP
518
Pier 88 Investment Partners
California
$854K +$228K +1,125 +36%
CIM
519
Coastal Investment Management
California
$850K – – –
EWA
520
EP Wealth Advisors
California
$845K -$244K -1,206 -22%
VFA
521
Valeo Financial Advisors
Indiana
$843K +$201K +993 +31%
BCM
522
Bridgeway Capital Management
Texas
$830K +$830K +4,100 New
VC
523
Veracity Capital
Georgia
$826K +$161K +796 +24%
EP
524
Eudaimonia Partners
Tennessee
$823K +$7.29K +36 +0.9%
Acadian Asset Management
525
Acadian Asset Management
Massachusetts
$821K -$611K -3,015 -43%
19 20
21
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