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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 %
MMPW
526
Mitchell McLeod Pugh & Williams
Alabama
$846K +$29.1K +131 +4%
SRAM
527
Spouting Rock Asset Management
Pennsylvania
$838K -$58K -261 -6%
SW
528
SteelPeak Wealth
California
$838K +$486K +2,185 +138%
SF
529
Symphony Financial
Texas
$833K +$28K +126 +3%
JSL
530
JT Stratford LLC
Georgia
$814K +$60.5K +272 +8%
RWA
531
Redhawk Wealth Advisors
Minnesota
$814K +$175K +786 +27%
PFS
532
Prospera Financial Services
Texas
$810K +$715K +3,219 +749%
NIM
533
NuWave Investment Management
New Jersey
$803K +$785K +3,528 +4,251%
ECM
534
Evergreen Capital Management
Washington
$802K -$445 -2 -0.1%
TVAMP
535
Tennessee Valley Asset Management Partners
Tennessee
$800K +$396K +1,782 +98%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
536
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$792K +$438K +1,972 +124%
CM
537
Castleark Management
Illinois
$789K – – –
RCIM
538
Russell Clark Investment Management
United Kingdom
$778K – – –
JWCA
539
J.W. Cole Advisors
Florida
$774K -$1.06M -4,787 -58%
CMI
540
Clare Market Investments
Texas
$770K -$76.7K -345 -9%
BA
541
Bristlecone Advisors
Washington
$768K +$235K +1,057 +44%
MA
542
Mutual Advisors
Nebraska
$765K +$85.6K +385 +13%
AFC
543
AFT Forsyth & Company
Florida
$765K +$765K +3,440 New
DF
544
Donoghue Forlines
Massachusetts
$761K +$761K +3,425 New
IAN
545
Integrated Advisors Network
Texas
$755K +$163K +734 +28%
RHBC
546
R.H. Bluestein & Co
Michigan
$744K +$35.6K +160 +5%
NL
547
NVWM LLC
Pennsylvania
$744K +$687K +3,093 +1,213%
CFG
548
Cooper Financial Group
California
$742K +$742K +3,339 New
AMCA
549
Arthur M. Cohen & Associates
Illinois
$737K +$67.7K +305 +10%
GG
550
Golden Green
South Carolina
$736K +$736K +3,309 New
20 21
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