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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 %
PCM
751
Palisade Capital Management
New Jersey
$256K +$256K +1,150 New
QSS
752
Quantitative Systematic Strategies
Florida
$253K +$253K +1,139 New
CAIMH
753
Central Asset Investments & Management Holdings
Hong Kong
$251K -$355K -1,601 -59%
GT
754
Glenmede Trust
Pennsylvania
$247K +$29.5K +133 +14%
HIC
755
Holderness Investments Company
North Carolina
$247K +$247K +1,111 New
RE
756
RBC Europe
United Kingdom
$247K +$80.5K +362 +48%
WF
757
WoodTrust Financial
Wisconsin
$244K +$2.45K +11 +1%
PCM
758
Prelude Capital Management
New York
$244K +$211K +947 +631%
PWMG
759
Prestige Wealth Management Group
New Jersey
$241K +$26.2K +118 +12%
FRA
760
Frank Rimerman Advisors
California
$240K +$240K +1,080 New
GAM
761
Gotham Asset Management
New York
$237K -$7.32K -33 -3%
RIA
762
Regal Investment Advisors
Michigan
$237K +$237K +1,065 New
PWM
763
Perigon Wealth Management
California
$236K -$106K -474 -31%
ACI
764
Alpha Cubed Investments
California
$234K +$6.01K +27 +3%
RA
765
RFG Advisory
Alabama
$233K -$46.1K -188 -17%
PMFA
766
Plante Moran Financial Advisors
Michigan
$231K +$99.9K +450 +76%
DWM
767
Dakota Wealth Management
Florida
$230K +$230K +1,033 New
NW
768
NewEdge Wealth
Pennsylvania
$230K +$230K +1,036 New
First Manhattan
769
First Manhattan
New York
$227K – – –
QI
770
QS Investors
New York
$227K +$227K +1,022 New
CG
771
Clarus Group
Texas
$226K +$226K +857 New
CWM
772
Centric Wealth Management
Illinois
$226K +$226K +1,016 New
CW
773
CreativeOne Wealth
Kansas
$225K +$225K +1,014 New
FAM
774
Formidable Asset Management
Ohio
$223K +$223K +1,005 New
AO
775
Advisor OS
Illinois
$223K +$223K +1,011 New
29 30
31
32 33