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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 %
PGWM
676
Parisi Gray Wealth Management
New Jersey
$379K +$12.3K +61 +3%
AWM
677
Apollon Wealth Management
South Carolina
$378K +$378K +1,869 New
JIP
678
Jaffetilchin Investment Partners
Florida
$376K +$6.08K +30 +2%
CB
679
CNB Bank
Pennsylvania
$374K +$86.8K +428 +30%
BAIA
680
Bel Air Investment Advisors
California
$371K +$371K +1,835 New
NB
681
Norinchukin Bank
Japan
$369K +$115K +568 +45%
VCA
682
Verdence Capital Advisors
Maryland
$365K -$94K -465 -20%
BFS
683
Bradley Foster & Sargent
Connecticut
$362K -$35.5K -175 -9%
SF
684
Synovus Financial
Georgia
$362K +$77.2K +386 +27%
OPS
685
Orion Portfolio Solutions
Nebraska
$359K -$54.3K -268 -13%
GAMC
686
Garner Asset Management Corp
Texas
$359K -$20.2K -100 -5%
HFM
687
Harvest Fund Management
China
$357K -$74.2K -367 -17%
EW
688
Evoke Wealth
California
$356K +$5.88K +29 +2%
SCM
689
Southport Capital Management
Tennessee
$351K +$110K +544 +46%
QSS
690
Quantitative Systematic Strategies
Florida
$351K +$121K +597 +52%
CG
691
Caprock Group
Idaho
$350K +$63.7K +315 +22%
BAM
692
Berkshire Asset Management
Pennsylvania
$348K +$348K +1,718 New
NFSG
693
Newbridge Financial Services Group
Florida
$347K -$45.9K -227 -12%
HMS
694
Hanseatic Management Services
New Mexico
$347K +$9.32K +46 +3%
HI
695
Hudock Inc
Pennsylvania
$346K -$8.08K -40 -2%
ZB
696
Zions Bancorporation
Utah
$345K +$14.8K +73 +4%
Mercer Global Advisors
697
Mercer Global Advisors
Colorado
$345K +$18.8K +93 +6%
NP
698
NorthRock Partners
Minnesota
$345K +$25.3K +125 +8%
WJWM
699
Williams Jones Wealth Management
New York
$344K -$42.5K -210 -11%
PFWA
700
Paces Ferry Wealth Advisors
Georgia
$341K +$102K +503 +43%
26 27
28
29 30