DOCU icon

DocuSign
DOCU

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 %
CIM
576
CIM Investment Management
Pennsylvania
$650K +$650K +3,213 New
WCA
577
Westover Capital Advisors
Delaware
$647K -$176K -869 -21%
MA
578
Mutual Advisors
Nebraska
$645K -$51.2K -253 -7%
HSA
579
HBK Sorce Advisory
Pennsylvania
$645K +$158K +781 +33%
DCM
580
Driehaus Capital Management
Illinois
$640K +$68K +336 +12%
SVCP
581
Silicon Valley Capital Partners
California
$635K +$307K +1,517 +94%
AC
582
Abbrea Capital
California
$628K – – –
FC
583
Ferris Capital
Massachusetts
$627K – – –
MAM
584
Morse Asset Management
Connecticut
$626K -$721K -3,560 -54%
RJT
585
Raymond James Trust
Florida
$624K -$16.2K -80 -3%
EI
586
Ethic Inc
New York
$617K +$177K +875 +40%
RHBC
587
R.H. Bluestein & Co
Michigan
$609K -$67.8K -335 -10%
NIP
588
Nicholas Investment Partners
California
$608K +$608K +3,001 New
CAM
589
Cubic Asset Management
Massachusetts
$607K +$607K +3,000 New
Brown Advisory
590
Brown Advisory
Maryland
$603K +$70.9K +350 +13%
AIL
591
AGF Investments LLC
Ontario, Canada
$596K -$232K -1,144 -28%
AP
592
Adero Partners
California
$593K +$593K +2,929 New
GKWIM
593
Gerber Kawasaki Wealth & Investment Management
California
$587K +$15.2K +75 +3%
TIS
594
Tortoise Index Solutions
Kansas
$577K +$230K +1,138 +66%
SP
595
Symmetry Partners
Connecticut
$575K -$32K -158 -5%
S
596
SignatureFD
Georgia
$568K +$34.8K +172 +7%
PWA
597
Phoenix Wealth Advisors
North Carolina
$566K +$124K +603 +28%
PA
598
PFG Advisors
Arizona
$562K +$562K +2,778 New
GG
599
Golden Green
South Carolina
$552K -$118K -581 -18%
BDF
600
Balasa Dinverno & Foltz
$552K -$117K -577 -17%
22 23
24
25 26