DOCU icon

DocuSign
DOCU

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 %
OQS
726
Occudo Quantitative Strategies
Florida
$295K -$583K -2,881 -66%
CM
727
Castleark Management
Illinois
$294K -$426K -2,100 -59%
AFP
728
Ausdal Financial Partners
Iowa
$292K -$27.5K -136 -9%
TPWA
729
TRUE Private Wealth Advisors
Oregon
$292K +$4.26K +21 +1%
CWS
730
Cypress Wealth Services
California
$290K +$10.1K +50 +4%
PM
731
Parametrica Management
Hong Kong
$285K -$1.34M -6,788 -82%
ACM
732
Azimuth Capital Management
Michigan
$283K – – –
FNBOO
733
First National Bank of Omaha
Nebraska
$281K -$33.4K -165 -11%
SCM
734
SevenOneSeven Capital Management
Pennsylvania
$279K +$279K +1,376 New
CI
735
Cigna Investments
Connecticut
$278K -$61.2K -303 -18%
WI
736
WrapManager Inc
California
$277K +$277K +1,367 New
CGH
737
Crossmark Global Holdings
Texas
$275K +$22.2K +110 +9%
MCM
738
Manchester Capital Management
Vermont
$274K +$262K +1,297 +2,236%
NAMP
739
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K -$70.8K -350 -21%
GAM
740
Griffin Asset Management
New York
$271K -$10.3K -51 -4%
SFP
741
Sandbox Financial Partners
Maryland
$270K +$31.3K +152 +13%
MIFH
742
Migdal Insurance & Financial Holdings
Israel
$270K +$270K +1,333 New
CCM
743
Coldstream Capital Management
Washington
$269K – – –
OAM
744
Oppenheimer Asset Management
New York
$269K +$269K +1,331 New
TCM
745
Teza Capital Management
Illinois
$268K +$268K +1,323 New
OC
746
Oakmont Corp
California
$266K – – –
OCM
747
One Capital Management
California
$266K +$266K +1,315 New
GG
748
Gleason Group
Kentucky
$265K – – –
FFS
749
Founders Financial Securities
Maryland
$264K -$175K -863 -40%
LCP
750
Legacy Capital Partners
Wisconsin
$263K +$80.9K +400 +44%
28 29
30
31 32