DOCU icon

DocuSign
DOCU

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 %
BDF
551
Balasa Dinverno & Foltz
$735K -$189K -850 -20%
WAM
552
World Asset Management
Michigan
$734K +$21.3K +96 +3%
CC
553
Centiva Capital
New York
$733K +$733K +3,297 New
VC
554
Veracity Capital
Georgia
$730K +$260K +1,166 +55%
WMP
555
Wealth Management Partners
Arizona
$721K +$721K +3,068 New
LFGH
556
Lee Financial Group Hawaii
Hawaii
$719K -$21.6K -97 -3%
BCA
557
Berman Capital Advisors
Georgia
$719K +$148K +666 +26%
GIA
558
Gladstone Institutional Advisory
Florida
$718K +$20.4K +92 +3%
BFM
559
Boothbay Fund Management
New York
$716K +$299K +1,348 +72%
VFA
560
Valeo Financial Advisors
Indiana
$705K -$109K -489 -13%
RJT
561
Raymond James Trust
Florida
$703K -$123K -552 -15%
CAGAS
562
Capital Advisory Group Advisory Services
Minnesota
$694K -$49.6K -223 -7%
AC
563
Abbrea Capital
California
$690K – – –
P8IP
564
Pier 88 Investment Partners
California
$688K -$106K -475 -13%
DAS
565
Dynamic Advisor Solutions
Arizona
$688K +$67.5K +304 +11%
FC
566
Ferris Capital
Massachusetts
$688K +$688K +3,096 New
LNC
567
Lincoln National Corp
Pennsylvania
$686K +$190K +853 +38%
LA
568
LVW Advisors
New York
$681K +$21.1K +95 +3%
AII
569
AGF Investments Inc
Ontario, Canada
$677K -$21.2M -95,388 -97%
YIH
570
Y-Intercept (HK)
Hong Kong
$674K +$674K +2,982 New
SP
571
Symmetry Partners
Connecticut
$666K – – –
LPARFS
572
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$666K +$666K +3,000 New
MSRPS
573
Maryland State Retirement & Pension System
Maryland
$665K +$665K +2,876 New
RA
574
Riversedge Advisors
Delaware
$656K +$10.4K +47 +2%
JAWM
575
J. Arnold Wealth Management
Ohio
$656K +$656K +2,949 New
21 22
23
24 25