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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 %
B
601
Bailard
California
$734K -$1.83M -6,552 -71%
MPM
602
Meritage Portfolio Management
Kansas
$734K – – –
NL
603
NWAM LLC
Washington
$734K +$14K +50 +2%
BAM
604
Berkshire Asset Management
Pennsylvania
$726K +$246K +880 +51%
TIS
605
Tortoise Index Solutions
Kansas
$720K -$77.2K -276 -10%
DAS
606
Dynamic Advisor Solutions
Arizona
$706K -$10.1K -36 -1%
BOC
607
Barbara Oil Co
Illinois
$700K – – –
TWM
608
Triton Wealth Management
Arizona
$699K -$106K -355 -13%
TC
609
Teilinger Capital
Texas
$699K +$699K +2,500 New
SDH
610
Sloy Dahl & Holst
Washington
$693K – – –
3F
611
360 Financial
Minnesota
$691K +$28K +100 +4%
PG
612
Pendal Group
Australia
$690K -$1.95M -6,989 -74%
SFG
613
Sovereign Financial Group
Connecticut
$690K – – –
MCC
614
Malaga Cove Capital
California
$678K +$678K +2,425 New
CMI
615
Clare Market Investments
Texas
$677K -$1.19M -4,250 -64%
GEA
616
Glen Eagle Advisors
New Jersey
$676K -$2.52K -9 -0.4%
AC
617
Avestar Capital
New York
$659K +$12.9K +46 +2%
PWA
618
Phoenix Wealth Advisors
North Carolina
$652K -$139K -483 -18%
CB
619
CNB Bank
Pennsylvania
$647K +$132K +471 +26%
IAIM
620
International Assets Investment Management
Florida
$644K -$2.15M -7,697 -77%
HSA
621
HBK Sorce Advisory
Pennsylvania
$644K -$246K -879 -28%
NFC
622
Northeast Financial Consultants
Connecticut
$644K +$201K +719 +45%
RSWM
623
Robertson Stephens Wealth Management
California
$644K +$644K +2,306 New
CL
624
CPWM LLC
Washington
$639K -$681K -2,436 -52%
CT
625
Chicago Trust
Illinois
$639K +$639K +2,287 New
23 24
25
26 27