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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 %
DBT
551
Dubuque Bank & Trust
Iowa
$746K -$51.6K -255 -6%
WMP
552
Wealth Management Partners
Arizona
$744K +$113K +547 +18%
TCM
553
Twin Capital Management
Pennsylvania
$740K -$190K -940 -20%
ECM
554
Evergreen Capital Management
Washington
$734K +$3.85K +19 +0.5%
BAM
555
Belpointe Asset Management
Nevada
$731K -$1.13M -5,602 -61%
KeyBank National Association
556
KeyBank National Association
Ohio
$728K -$408K -2,013 -36%
TI
557
Tidal Investments
Wisconsin
$717K -$4.57M -22,587 -86%
MIC
558
Means Investment Company
Maine
$713K -$29.3K -145 -4%
JWCA
559
J.W. Cole Advisors
Florida
$712K +$7.89K +39 +1%
CPC
560
Cookson Peirce & Co
Pennsylvania
$705K -$54.8M -270,890 -99%
ACM
561
Alpha Capital Management
Texas
$702K +$142K +702 +25%
CAGAS
562
Capital Advisory Group Advisory Services
Minnesota
$701K +$69.4K +343 +11%
PP
563
Paloma Partners
Connecticut
$700K -$2.88M -14,232 -80%
WAM
564
World Asset Management
Michigan
$700K -$37K -166 -5%
NL
565
NVWM LLC
Pennsylvania
$694K +$15.4K +76 +2%
SFG
566
Sovereign Financial Group
Connecticut
$690K -$127K -628 -16%
CC
567
Cipher Capital
New York
$689K -$2.15M -10,615 -76%
AMCA
568
Arthur M. Cohen & Associates
Illinois
$686K +$14.2K +70 +2%
MF
569
Magnetar Financial
Illinois
$685K +$685K +3,385 New
KLCM
570
KG&L Capital Management
Louisiana
$677K +$114K +564 +20%
OPW
571
Oxler Private Wealth
New York
$676K +$101K +500 +18%
Voloridge Investment Management
572
Voloridge Investment Management
Florida
$674K +$674K +3,328 New
OIS
573
Okabena Investment Services
Minnesota
$663K +$663K +3,276 New
BCA
574
Berman Capital Advisors
Georgia
$662K +$7.88K +39 +1%
SFA
575
Souders Financial Advisors
Ohio
$660K +$64.2K +317 +11%
21 22
23
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