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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 %
SLI
526
Sumitomo Life Insurance
Japan
$821K -$27.7K -137 -3%
HVM
527
Harvest Volatility Management
Connecticut
$820K +$317K +1,563 +63%
TWM
528
Titus Wealth Management
California
$817K +$38.5K +190 +5%
FA
529
FDx Advisors
Illinois
$812K -$505K -2,495 -38%
ORI
530
Oak Ridge Investments
Illinois
$811K -$154K -762 -16%
BA
531
Bristlecone Advisors
Washington
$811K +$112K +553 +16%
LAI
532
Legal Advantage Investments
California
$810K – – –
IP
533
Interval Partners
New York
$810K +$486K +2,400 +150%
AWP
534
Ascent Wealth Partners
New York
$808K +$19.8K +98 +3%
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$806K +$16.8K +83 +2%
RWA
536
Redhawk Wealth Advisors
Minnesota
$797K +$55.7K +275 +8%
KPWS
537
Kestra Private Wealth Services
Texas
$795K -$17.4K -86 -2%
HVP
538
Hudson Value Partners
Florida
$795K +$795K +3,925 New
AIP
539
Ameritas Investment Partners
Nebraska
$791K +$12.5K +62 +2%
CCM
540
Conway Capital Management
California
$777K -$137K -675 -15%
AFC
541
AFT Forsyth & Company
Florida
$777K +$80.9K +400 +12%
TVAMP
542
Tennessee Valley Asset Management Partners
Tennessee
$775K +$46.5K +230 +6%
JSL
543
JT Stratford LLC
Georgia
$771K +$29.8K +147 +4%
LNC
544
Lincoln National Corp
Pennsylvania
$770K +$145K +716 +23%
WI
545
Wintrust Investments
Illinois
$769K -$2.03K -10 -0.3%
MMPW
546
Mitchell McLeod Pugh & Williams
Alabama
$769K -$1.21K -6 -0.2%
SF
547
Symphony Financial
Texas
$766K -$4.11K -20 -0.5%
LCS
548
Levin Capital Strategies
New York
$766K +$766K +3,782 New
AC
549
Allstate Corporation
Illinois
$765K -$8.9K -44 -1%
MIM
550
Moseley Investment Management
Florida
$758K +$282K +1,393 +59%
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