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DocuSign
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Overview Fund Activity

959 hedge funds and large institutions have $31.2B invested in DocuSign in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 400 increasing their positions, 252 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+115
Holders Change %
+13.63%
% of All Funds
17.02%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
217
Increased
400
Reduced
252
Closed
90
Calls
$1.89B
Puts
$2.35B
Net Calls
-$466M
Net Calls Change
-$639M

Top Buyers

1
Tiger Global Management
Tiger Global Management
New York
+$327M
2
AIM
ARK Investment Management
Florida
+$317M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$271M
4
BlackRock
BlackRock
New York
+$158M
5
NAMA
Nikko Asset Management Americas
New York
+$155M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$931M
2
MCM
Melvin Capital Management
New York
-$431M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$237M
4
Fidelity International
Fidelity International
Bermuda
-$216M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
626
Founders Financial Securities
Maryland
$482K +$26.9K +121 +6%
MS
627
Maven Securities
Jersey
$479K +$174K +771 +57%
PWA
628
Phoenix Wealth Advisors
North Carolina
$476K +$476K +2,142 New
IIA
629
IPG Investment Advisors
California
$475K +$475K +2,135 New
HFM
630
Harvest Fund Management
China
$474K -$115K -519 -20%
SSWM
631
Sheets Smith Wealth Management
North Carolina
$468K -$4K -18 -0.8%
CF
632
Centaurus Financial
California
$466K -$243K -1,092 -34%
AWS
633
AJ Wealth Strategies
New York
$463K – – –
MAFM
634
Mid Atlantic Financial Management
Pennsylvania
$462K -$11.6K -52 -2%
ST
635
Smithfield Trust
Pennsylvania
$458K +$1.11K +5 +0.2%
WAM
636
Wolverine Asset Management
Illinois
$455K -$4.71M -21,181 -91%
SCA
637
Snowden Capital Advisors
New York
$454K -$16.7K -75 -4%
OPS
638
Orion Portfolio Solutions
Nebraska
$454K +$41.2K +185 +10%
SFS
639
Sowell Financial Services
Arkansas
$453K -$190K -856 -30%
VFM
640
Vivid Financial Management
California
$453K -$50.2K -226 -10%
FT
641
Fiduciary Trust
Massachusetts
$449K +$160K +720 +55%
BW
642
Bison Wealth
Georgia
$448K +$448K +2,015 New
WEC
643
Winslow Evans & Crocker
Massachusetts
$447K -$302K -1,360 -40%
RFMS
644
RWQ Financial Management Services
Florida
$439K +$439K +1,975 New
OTPPB
645
Ontario Teachers' Pension Plan Board
Ontario, Canada
$437K +$437K +1,965 New
BFS
646
Bradley Foster & Sargent
Connecticut
$436K -$33.4K -150 -7%
WA
647
Wealth Alliance
New York
$433K +$44.5K +200 +11%
NFSG
648
Newbridge Financial Services Group
Florida
$432K +$356K +1,599 +466%
WJWM
649
Williams Jones Wealth Management
New York
$425K +$18.9K +85 +5%
TRCT
650
Tower Research Capital (TRC)
New York
$424K -$1.76M -7,891 -81%
24 25
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