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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 %
KAM
776
Knightsbridge Asset Management
California
$223K +$20.3K +100 +10%
WA
777
Wealth Alliance
New York
$222K -$172K -851 -44%
GAM
778
Gotham Asset Management
New York
$222K +$5.87K +29 +3%
PP
779
PDS Planning
Ohio
$221K -$19K -94 -8%
BCA
780
Bay Colony Advisors
Massachusetts
$219K -$38.5K -190 -15%
FRA
781
Frank Rimerman Advisors
California
$219K – – –
BWM
782
Buckley Wealth Management
Nevada
$217K +$217K +1,070 New
S
783
Seeyond
France
$216K -$1.33M -6,579 -86%
IP
784
Intellectus Partners
California
$213K +$10.1K +50 +5%
PMFA
785
Plante Moran Financial Advisors
Michigan
$211K – – –
RA
786
RFG Advisory
Alabama
$211K +$18.6K +92 +10%
NAM
787
NorthCoast Asset Management
Connecticut
$210K +$210K +1,038 New
AWM
788
Atticus Wealth Management
Florida
$209K -$113K -556 -35%
First Manhattan
789
First Manhattan
New York
$207K – – –
JPG
790
Jordan Park Group
California
$207K +$207K +1,022 New
SFA
791
Sequoia Financial Advisors
Ohio
$205K +$6.08K +30 +3%
VWA
792
Visionary Wealth Advisors
Illinois
$205K +$205K +1,011 New
MSAM
793
Moloney Securities Asset Management
Missouri
$205K +$205K +1,015 New
BWM
794
BT Wealth Management
Georgia
$202K -$101K -500 -33%
AWA
795
AmeriServ Wealth Advisors
Pennsylvania
$202K – – –
DWT
796
Dorsey & Whitney Trust
South Dakota
$202K +$6.69K +33 +3%
AG
797
AlphaSimPlex Group
Massachusetts
$201K – – –
VI
798
Vestcor Inc
New Brunswick, Canada
$201K – – –
MFS
799
Mirabella Financial Services
United Kingdom
$201K +$201K +993 New
Capstone Investment Advisors
800
Capstone Investment Advisors
New York
$194K +$194K +960 New
30 31
32
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