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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 %
GIA
651
Gladstone Institutional Advisory
Florida
$444K -$210K -1,037 -32%
IA
652
IFP Advisors
Florida
$442K -$50.7K -248 -10%
HCA
653
Harbour Capital Advisors
Virginia
$441K +$441K +2,178 New
9WM
654
9258 Wealth Management
Ohio
$437K -$472K -2,332 -52%
BCI
655
Brinker Capital Investments
Pennsylvania
$437K +$437K +2,158 New
BW
656
Bison Wealth
Georgia
$435K +$27.3K +135 +7%
CAAS
657
Capital Asset Advisory Services
Michigan
$432K -$379K -1,873 -47%
CGL
658
Clarius Group LLC
Washington
$432K -$50.2K -248 -10%
VFM
659
Vivid Financial Management
California
$431K +$18K +89 +4%
FAM
660
Fulcrum Asset Management
United Kingdom
$429K -$1.44M – –
RFMS
661
RWQ Financial Management Services
Florida
$425K +$25.3K +125 +6%
KWM
662
Kingsview Wealth Management
Oregon
$424K +$150K +724 +54%
AWS
663
AJ Wealth Strategies
New York
$422K – – –
PCA
664
Private Capital Advisors
Connecticut
$422K +$422K +2,083 New
CAM
665
Columbia Asset Management
Michigan
$413K +$413K +2,042 New
BHB
666
Bank Hapoalim BM
Israel
$412K -$600K -2,965 -59%
JCM
667
Jag Capital Management
Missouri
$410K +$410K +2,024 New
FT
668
Fiduciary Trust
Massachusetts
$409K – – –
BSG
669
Black Swift Group
Colorado
$405K +$405K +2,000 New
MAFM
670
Mid Atlantic Financial Management
Pennsylvania
$404K -$17.4K -86 -4%
BAMF
671
BI Asset Management Fondsmaeglerselskab
Denmark
$392K +$97.6K +482 +33%
TFS
672
TrustCore Financial Services
Tennessee
$390K +$8.51K +42 +2%
FFN
673
Focus Financial Network
Minnesota
$388K -$984K -4,858 -72%
BMWM
674
Brown Miller Wealth Management
Virginia
$385K +$133K +659 +53%
EFM
675
E Fund Management
China
$381K +$381K +1,882 New
25 26
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