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DocuSign
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Overview Fund Activity

1,022 hedge funds and large institutions have $41.5B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 356 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+58
Holders Change %
+6.02%
% of All Funds
17.84%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
361
Reduced
356
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$884M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$603M
3
Tiger Global Management
Tiger Global Management
New York
+$595M
4
Morgan Stanley
Morgan Stanley
New York
+$543M
5
Macquarie Group
Macquarie Group
Australia
+$334M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
2
BlackRock
BlackRock
New York
-$329M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$211M
5
BCVI
Bain Capital Venture Investors
Massachusetts
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
576
World Asset Management
Michigan
$843K -$34.1K -122 -4%
CAM
577
Cubic Asset Management
Massachusetts
$839K – – –
SMH
578
Sanders Morris Harris
Texas
$825K -$8.34M -28,950 -91%
AP
579
Adero Partners
California
$825K +$6.15K +22 +0.8%
RFMS
580
RWQ Financial Management Services
Florida
$825K +$238K +850 +40%
LNC
581
Lincoln National Corp
Pennsylvania
$818K -$245K -877 -23%
CF
582
Centaurus Financial
California
$814K +$77.4K +277 +11%
VPIM
583
Vanguard Personalized Indexing Management
California
$810K +$810K +2,898 New
QP
584
Quilter Plc
United Kingdom
$798K +$72.9K +261 +10%
SP
585
Symmetry Partners
Connecticut
$793K – – –
S
586
SignatureFD
Georgia
$793K +$8.11K +29 +1%
TC
587
Tairen Capital
Hong Kong
$793K +$793K +2,837 New
CAM
588
Columbia Asset Management
Michigan
$789K +$218K +780 +38%
Brown Advisory
589
Brown Advisory
Maryland
$784K -$48.4K -173 -6%
GKWIM
590
Gerber Kawasaki Wealth & Investment Management
California
$783K -$27.7K -99 -3%
WMA
591
Wealth Management Associates
New Jersey
$783K +$140K +502 +22%
GG
592
Golden Green
South Carolina
$779K +$15.9K +57 +2%
WCA
593
Westover Capital Advisors
Delaware
$770K -$123K -441 -14%
WCM
594
Washburn Capital Management
Florida
$766K -$1.16M -4,158 -60%
AIS
595
AM Investment Strategies
Tennessee
$762K +$423K +1,511 +124%
OWA
596
Octavia Wealth Advisors
Ohio
$758K +$110K +392 +17%
CAG
597
Crestwood Advisors Group
Massachusetts
$750K +$14K +50 +2%
HIIFS
598
Harel Insurance Investments & Financial Services
Israel
$741K -$2.76M -9,872 -79%
ANRIA
599
American National Registered Investment Advisor
Texas
$741K -$5.59K -20 -0.7%
9WM
600
9258 Wealth Management
Ohio
$735K +$132K +472 +22%
22 23
24
25 26