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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 %
NB
726
Norinchukin Bank
Japan
$279K +$69.2K +311 +33%
CGH
727
Crossmark Global Holdings
Texas
$278K -$2.22K -10 -0.8%
BMWM
728
Brown Miller Wealth Management
Virginia
$277K +$277K +1,244 New
WA
729
WESPAC Advisors
California
$277K +$277K +1,247 New
TMAM
730
Tokio Marine Asset Management
Japan
$276K +$22.7K +102 +9%
OIM
731
Oder Investment Management
California
$276K +$276K +1,242 New
GTCM
732
Gyon Technologies Capital Management
New Jersey
$272K +$272K +1,224 New
CTA
733
Chesley Taft & Associates
Illinois
$270K -$1.5M -6,765 -85%
I
734
INVST
Indiana
$270K +$55.5K +250 +26%
IR
735
Invictus RG
Bermuda
$268K +$268K +1,206 New
AWA
736
Alta Wealth Advisors
Massachusetts
$268K +$268K +1,207 New
OPWM
737
Oxinas Partners Wealth Management
Indiana
$268K +$268K +1,207 New
MAWCM
738
Mine & Arao Wealth Creation & Management
California
$267K – – –
BSW
739
Buckingham Strategic Wealth
Missouri
$265K +$6.01K +27 +2%
WWM
740
Western Wealth Management
Colorado
$265K +$26.4K +119 +11%
SCM
741
Southport Capital Management
Tennessee
$264K +$8K +36 +3%
PP
742
PDS Planning
Ohio
$263K +$5.11K +23 +2%
PFWA
743
Paces Ferry Wealth Advisors
Georgia
$263K +$24.5K +110 +10%
WA
744
Wealth Architects
California
$261K -$1.34K -6 -0.5%
SG
745
StoneX Group
New York
$261K +$31.6K +142 +14%
TCM
746
TimesSquare Capital Management
New York
$261K +$261K +1,175 New
AAM
747
Aureus Asset Management
Massachusetts
$259K – – –
SFP
748
Sandbox Financial Partners
Maryland
$258K +$258K +1,160 New
MLFP
749
MPS Loria Financial Planners
Illinois
$256K – – –
BFWA
750
Benchmark Financial Wealth Advisors
Florida
$256K +$38K +171 +17%
28 29
30
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