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DocuSign
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Overview Fund Activity

1,022 hedge funds and large institutions have $41.5B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 356 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+58
Holders Change %
+6.02%
% of All Funds
17.84%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
361
Reduced
356
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$884M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$603M
3
Tiger Global Management
Tiger Global Management
New York
+$595M
4
Morgan Stanley
Morgan Stanley
New York
+$543M
5
Macquarie Group
Macquarie Group
Australia
+$334M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
2
BlackRock
BlackRock
New York
-$329M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$211M
5
BCVI
Bain Capital Venture Investors
Massachusetts
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
676
Quantamental Technologies
New York
$476K +$476K +1,704 New
CPIG
677
Chicago Partners Investment Group
Illinois
$474K -$214K -699 -31%
TMAM
678
Tokio Marine Asset Management
Japan
$474K +$55.7K +199 +13%
PCS
679
Personal CFO Solutions
New Jersey
$474K +$60.9K +218 +15%
GAM
680
Griffin Asset Management
New York
$474K +$101K +360 +27%
SF
681
Synovus Financial
Georgia
$470K -$40.9K -145 -8%
PFWA
682
Paces Ferry Wealth Advisors
Georgia
$469K -$1.96K -7 -0.4%
OPS
683
Orion Portfolio Solutions
Nebraska
$467K -$28.8K -103 -6%
PPP
684
Private Portfolio Partners
New Jersey
$464K +$17.9K +64 +4%
OAMG
685
Odey Asset Management Group
United Kingdom
$463K +$463K +1,656 New
PP
686
Patron Partners
Texas
$460K -$6.42K -23 -1%
CPC
687
Cookson Peirce & Co
Pennsylvania
$458K -$515K -1,843 -53%
PWS
688
Precision Wealth Strategies
Missouri
$448K -$1.12K -4 -0.2%
EI
689
Ellevest Inc
New York
$441K +$2.23K +8 +0.5%
VCA
690
Verdence Capital Advisors
Maryland
$435K -$69.9K -250 -14%
PP
691
PDT Partners
New York
$432K +$432K +1,544 New
CIM
692
Chapman Investment Management
California
$429K – – –
FAM
693
Formidable Asset Management
Ohio
$426K +$95.6K +342 +29%
WG
694
Winton Group
United Kingdom
$423K +$423K +1,512 New
TPA
695
Trivium Point Advisory
Connecticut
$422K +$84K +300 +25%
OIA
696
OneDigital Investment Advisors
Kansas
$419K – – –
CL
697
CSS LLC
Illinois
$419K – – –
HCM
698
Harvey Capital Management
Florida
$419K – – –
TPWA
699
TRUE Private Wealth Advisors
Oregon
$417K +$14.5K +52 +4%
PWM
700
Palumbo Wealth Management
New York
$415K -$12.6K -45 -3%
26 27
28
29 30