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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
$1.04B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Morgan Stanley
Morgan Stanley
New York
$956M
4
AIM
ARK Investment Management
Florida
$647M
5
ClearBridge Investments
ClearBridge Investments
New York
$321M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
MCMC
Matrix Capital Management Company
New Hampshire
$0
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$106M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
5
Coatue Management
Coatue Management
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
701
Patron Partners
Texas
$338K +$32.6K +161 +11%
CIS
702
Capital International Sarl
California
$335K +$27.3K +135 +9%
PWS
703
Precision Wealth Strategies
Missouri
$326K -$2.43K -12 -0.7%
SFS
704
Sowell Financial Services
Arkansas
$325K -$70.1K -362 -18%
PCM
705
Palisade Capital Management
New Jersey
$324K +$91.4K +452 +39%
PPP
706
Private Portfolio Partners
New Jersey
$323K +$45.1K +223 +16%
NFC
707
Northeast Financial Consultants
Connecticut
$321K +$321K +1,586 New
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
EI
709
Ellevest Inc
New York
$318K +$32.6K +161 +11%
MPPW
710
Mitchell & Pahl Private Wealth
Oklahoma
$316K – – –
Verition Fund Management
711
Verition Fund Management
Connecticut
$313K +$313K +1,546 New
CIM
712
Chapman Investment Management
California
$311K +$311K +1,535 New
EWM
713
Empirical Wealth Management
Washington
$310K +$23.7K +117 +8%
PWM
714
Palumbo Wealth Management
New York
$310K +$310K +1,531 New
CHP
715
Cable Hill Partners
Oregon
$307K +$40.6K +200 +15%
OIA
716
OneDigital Investment Advisors
Kansas
$304K -$50.7K -250 -14%
WR
717
WD Rutherford
Oregon
$304K +$121K +598 +66%
PAM
718
Paradigm Asset Management
New York
$304K -$20.2K -100 -6%
CL
719
CSS LLC
Illinois
$303K – – –
HCM
720
Harvey Capital Management
Florida
$303K – – –
TMAM
721
Tokio Marine Asset Management
Japan
$303K +$51.5K +254 +20%
PCS
722
Personal CFO Solutions
New Jersey
$299K +$299K +1,479 New
DAM
723
Draper Asset Management
New York
$298K +$33.2K +164 +13%
I
724
INVST
Indiana
$297K +$25.7K +115 +9%
SC
725
Scholtz & Company
Connecticut
$296K -$8.9K -44 -3%
27 28
29
30 31