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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 %
BOC
626
Barbara Oil Co
Illinois
$507K – – –
AT
627
Arden Trust
Delaware
$505K +$505K +2,495 New
PFO
628
Pathstone Family Office
New Jersey
$504K +$38.4K +190 +8%
SDH
629
Sloy Dahl & Holst
Washington
$502K +$502K +2,480 New
GEA
630
Glen Eagle Advisors
New Jersey
$491K +$25.9K +128 +6%
SMFG
631
Sumitomo Mitsui Financial Group
Japan
$491K -$2.51M -12,714 -84%
JIC
632
Joel Isaacson & Co
New York
$491K -$55.7K -275 -10%
PWM
633
Perigon Wealth Management
California
$487K +$272K +1,344 +127%
RWB
634
RMR Wealth Builders
New Jersey
$484K +$212K +1,047 +78%
WTC
635
WhitTier Trust Company
Nevada
$481K – – –
G
636
Gainplan
Michigan
$481K +$156K +780 +48%
3F
637
360 Financial
Minnesota
$480K -$44.6K -220 -8%
F
638
F3Logic
Minnesota
$474K -$30K -150 -6%
OWA
639
Octavia Wealth Advisors
Ohio
$470K +$470K +2,320 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
640
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$467K -$254K -1,255 -35%
WMA
641
Wealth Management Associates
New Jersey
$465K +$124K +612 +36%
SCA
642
Snowden Capital Advisors
New York
$465K +$51.2K +253 +12%
TC
643
Truvestments Capital
Florida
$459K +$79.2K +391 +21%
IA
644
Insight Advisors
Pennsylvania
$458K -$35.7K -160 -7%
TP
645
Truvvo Partners
New York
$453K – – –
PAS
646
Park Avenue Securities
New York
$453K +$453K +2,239 New
BFS
647
Bard Financial Services
Connecticut
$450K -$10.1K -50 -2%
OA
648
Oxbow Advisors
Texas
$450K +$450K +2,222 New
DJYG
649
David J. Yvars Group
Florida
$446K -$2.02K -10 -0.5%
CIAS
650
Capital Investment Advisory Services
North Carolina
$445K +$60.8K +300 +16%
24 25
26
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