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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 %
Mercer Global Advisors
676
Mercer Global Advisors
Colorado
$358K +$28.5K +128 +9%
IP
677
Interval Partners
New York
$356K -$915K -4,112 -72%
PAM
678
Paradigm Asset Management
New York
$356K +$356K +1,600 New
STA
679
Summit Trail Advisors
New York
$355K -$83.1K -374 -19%
AWM
680
Atticus Wealth Management
Florida
$353K +$176K +790 +99%
NP
681
NorthRock Partners
Minnesota
$351K -$171K -771 -33%
AFP
682
Ausdal Financial Partners
Iowa
$351K +$89.6K +403 +34%
AWA
683
Arkadios Wealth Advisors
Georgia
$348K +$196K +884 +129%
MPPW
684
Mitchell & Pahl Private Wealth
Oklahoma
$347K +$347K +1,562 New
FNBOO
685
First National Bank of Omaha
Nebraska
$345K +$61.8K +278 +22%
MCC
686
Money Concepts Capital
Florida
$338K +$338K +1,520 New
CIS
687
Capital International Sarl
California
$338K +$338K +1,520 New
SC
688
Scholtz & Company
Connecticut
$335K +$21.3K +96 +7%
PP
689
Patron Partners
Texas
$335K +$335K +1,509 New
HCM
690
Harvey Capital Management
Florida
$333K -$16.7K -75 -5%
CL
691
CSS LLC
Illinois
$333K – – –
BWM
692
BT Wealth Management
Georgia
$333K +$44.4K +200 +15%
HH
693
HWG Holdings
Texas
$330K +$330K +1,485 New
TC
694
TownSquare Capital
Utah
$329K +$47.6K +214 +17%
BAMF
695
BI Asset Management Fondsmaeglerselskab
Denmark
$323K -$1.22M -5,492 -79%
Carson Wealth (CWM LLC)
696
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
NFG
697
Nations Financial Group
Iowa
$319K +$35.5K +160 +13%
QP
698
Quilter Plc
United Kingdom
$318K -$11.8K -53 -4%
CB
699
CNB Bank
Pennsylvania
$316K +$21K +94 +7%
EWM
700
Empirical Wealth Management
Washington
$315K +$38.1K +171 +14%
26 27
28
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