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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 %
WWM
726
Wolff Wiese Magana
California
$375K +$23.7K +85 +7%
SFP
727
Sandbox Financial Partners
Maryland
$374K +$7.54K +27 +2%
OC
728
Oakmont Corp
California
$368K – – –
CWS
729
Cypress Wealth Services
California
$367K -$33K -118 -8%
GG
730
Gleason Group
Kentucky
$366K – – –
BFS
731
Bradley Foster & Sargent
Connecticut
$362K -$137K -491 -27%
BDF
732
Balasa Dinverno & Foltz
$357K -$405K -1,450 -53%
MCP
733
Mirador Capital Partners
California
$356K +$356K +1,275 New
HIC
734
Holderness Investments Company
North Carolina
$351K +$12K +43 +4%
VC
735
Veracity Capital
Georgia
$350K -$789K -2,823 -69%
CWP
736
Capital Wealth Planning
Florida
$346K +$346K +1,236 New
KLCM
737
KG&L Capital Management
Louisiana
$345K -$589K -2,108 -63%
HIP
738
HUB Investment Partners
Texas
$343K +$343K +1,227 New
RFC
739
Regions Financial Corp
Alabama
$336K +$336K +1,204 New
MAWCM
740
Mine & Arao Wealth Creation & Management
California
$335K – – –
BCA
741
Bay Colony Advisors
Massachusetts
$335K +$32.2K +115 +11%
WA
742
Wealth Architects
California
$334K -$5.04K -18 -1%
NFG
743
Nations Financial Group
Iowa
$332K -$26.6K -95 -7%
AWM
744
Atticus Wealth Management
Florida
$332K +$43.4K +155 +15%
CGH
745
Crossmark Global Holdings
Texas
$330K -$50.3K -180 -13%
PA
746
PSI Advisors
Florida
$330K -$14K -50 -4%
ABTD
747
Arvest Bank Trust Division
Oklahoma
$330K +$330K +1,180 New
HWM
748
Hohimer Wealth Management
Washington
$330K +$330K +1,578 New
SRAM
749
Spouting Rock Asset Management
Pennsylvania
$329K -$8.11K -29 -2%
SG
750
StoneX Group
New York
$329K -$2.8K -10 -0.8%
28 29
30
31 32