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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 %
EFS
751
Essex Financial Services
Connecticut
$261K +$261K +1,291 New
NFG
752
Nations Financial Group
Iowa
$260K -$31.4K -155 -11%
FIM
753
Freedom Investment Management
Connecticut
$260K +$260K +1,283 New
TCM
754
Tuttle Capital Management
Connecticut
$260K +$260K +1,284 New
MA
755
Montag & Associates
Georgia
$259K -$20.6K -102 -7%
WWM
756
Wolff Wiese Magana
California
$255K -$247K -1,217 -49%
TC
757
TownSquare Capital
Utah
$253K -$46.8K -231 -16%
OPWM
758
Oxinas Partners Wealth Management
Indiana
$252K +$7.3K +36 +3%
WDG
759
Wealth Dimensions Group
Ohio
$251K +$251K +1,242 New
PA
760
PSI Advisors
Florida
$249K -$643K -3,180 -72%
AIS
761
AM Investment Strategies
Tennessee
$246K +$43.4K +214 +21%
FVWA
762
Foster Victor Wealth Advisors
South Carolina
$246K +$112K +500 +83%
WA
763
Wealth Architects
California
$245K +$7.69K +38 +3%
HIC
764
Holderness Investments Company
North Carolina
$245K +$20.2K +100 +9%
TPA
765
Trivium Point Advisory
Connecticut
$245K +$245K +1,208 New
SRAM
766
Spouting Rock Asset Management
Pennsylvania
$244K -$519K -2,565 -68%
MAWCM
767
Mine & Arao Wealth Creation & Management
California
$243K – – –
ER
768
Enlightenment Research
Florida
$243K +$243K +1,200 New
AIC
769
Ameritas Investment Company
Nebraska
$242K +$242K +1,197 New
SG
770
StoneX Group
New York
$240K +$2.83K +14 +1%
FAM
771
Formidable Asset Management
Ohio
$237K +$35.5K +177 +18%
PAM
772
Private Asset Management
California
$233K +$233K +1,150 New
MSFS
773
Main Street Financial Solutions
Pennsylvania
$228K +$228K +1,125 New
OIM
774
Oder Investment Management
California
$226K -$25.1K -124 -10%
CA
775
Calton & Associates
Florida
$225K -$52K -257 -19%
29 30
31
32 33