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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 %
FNBOO
776
First National Bank of Omaha
Nebraska
$281K – – –
GTAM
777
Global Trust Asset Management
Florida
$281K +$259K +925 +1,156%
PMFA
778
Plante Moran Financial Advisors
Michigan
$280K -$11.5K -41 -4%
AWA
779
AmeriServ Wealth Advisors
Pennsylvania
$280K – – –
PM
780
Precept Management
Texas
$280K +$280K +1,000 New
OPWM
781
Oxinas Partners Wealth Management
Indiana
$278K -$70K -250 -20%
PCA
782
Pallas Capital Advisors
Massachusetts
$278K +$278K +921 New
BCP
783
Berkeley Capital Partners
Georgia
$278K +$278K +994 New
AFP
784
Ausdal Financial Partners
Iowa
$275K -$128K -459 -32%
WA
785
Wealth Alliance
New York
$274K -$32.1K -115 -10%
DWM
786
Dorchester Wealth Management
Quebec, Canada
$274K +$274K +980 New
BSW
787
Buckingham Strategic Wealth
Missouri
$273K +$273K +976 New
FP
788
Financial Perspectives
Minnesota
$270K -$54.3M -194,198 -100%
YMRC
789
Yorktown Management & Research Company
Virginia
$268K +$268K +960 New
KWM
790
Kingsview Wealth Management
Oregon
$267K -$305K -1,094 -53%
APP
791
Alpha Paradigm Partners
Illinois
$267K +$267K +954 New
PIA
792
Perennial Investment Advisors
California
$263K -$1.11M -3,982 -81%
CWM
793
Centric Wealth Management
Illinois
$263K +$263K +941 New
CC
794
Cipher Capital
New York
$262K -$691K -2,467 -72%
VWA
795
Visionary Wealth Advisors
Illinois
$262K -$20.7K -74 -7%
CM
796
Capula Management
Cayman Islands
$262K +$262K +936 New
EFS
797
Essex Financial Services
Connecticut
$261K – – –
CFA
798
Carroll Financial Associates
North Carolina
$261K +$255K +917 +4,585%
QI
799
QS Investors
New York
$258K +$258K +922 New
RFA
800
Reilly Financial Advisors
California
$257K +$245K +874 +1,986%
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