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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 %
TWM
601
Triton Wealth Management
Arizona
$551K +$551K +2,696 New
ETC
602
Exchange Traded Concepts
Oklahoma
$550K +$29.2K +144 +6%
VAS
603
Vestmark Advisory Solutions
Massachusetts
$549K -$2.3M -11,389 -81%
LS
604
Livforsakringsbolaget Skandia
Sweden
$547K – – –
ANRIA
605
American National Registered Investment Advisor
Texas
$541K +$541K +2,670 New
ESCM
606
Echo Street Capital Management
New York
$539K +$195K +964 +57%
Point72 Asset Management
607
Point72 Asset Management
Connecticut
$537K -$17.8M -87,849 -97%
AC
608
Avestar Capital
New York
$537K +$537K +2,311 New
II
609
Inspire Investing
Idaho
$534K +$343K +1,695 +179%
CAG
610
Crestwood Advisors Group
Massachusetts
$533K +$70.9K +350 +15%
CF
611
Centaurus Financial
California
$533K +$109K +539 +26%
CCG
612
Capital CS Group
California
$533K +$533K +2,634 New
MPM
613
Meritage Portfolio Management
Kansas
$531K – – –
AHB
614
Abner Herrman & Brock
New Jersey
$531K – – –
CPIG
615
Chicago Partners Investment Group
Illinois
$527K +$66.1K +282 +14%
GSC
616
G&S Capital
Colorado
$526K +$44.2K +218 +9%
QP
617
Quilter Plc
United Kingdom
$526K +$236K +1,166 +82%
NL
618
NWAM LLC
Washington
$522K +$33.2K +164 +7%
SG
619
Stonnington Group
California
$520K +$520K +2,768 New
ACM
620
AlphaCrest Capital Management
New York
$519K -$47.8K -236 -8%
DAS
621
Dynamic Advisor Solutions
Arizona
$518K -$108K -536 -17%
GWM
622
Geneos Wealth Management
Colorado
$517K -$108K -486 -17%
Lazard Asset Management
623
Lazard Asset Management
New York
$511K -$4.62M -22,885 -90%
PWM
624
Peterson Wealth Management
Nevada
$511K +$511K +2,524 New
GA
625
GoalVest Advisory
New York
$508K +$508K +2,510 New
23 24
25
26 27