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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 %
OIA
801
Optimum Investment Advisors
Illinois
$178K – – –
EDRH
802
Edmond de Rothschild Holding
Switzerland
$174K -$270K -1,216 -61%
SAS
803
Stelac Advisory Services
New York
$170K +$55.6K +250 +49%
Fifth Third Bancorp
804
Fifth Third Bancorp
Ohio
$159K +$4.67K +21 +3%
MHR
805
Matthew Hamilton Rosenberg
$156K – – –
FPA
806
First Pacific Advisors
California
$155K +$44K +198 +40%
AAP
807
Arax Advisory Partners
Colorado
$150K +$7.76K +35 +5%
WLPWM
808
Walled Lake Planning & Wealth Management
Illinois
$144K – – –
FVWA
809
Foster Victor Wealth Advisors
South Carolina
$133K – – –
CI
810
CAZ Investments
Texas
$133K – – –
GLLW
811
Graves Light Lenhart Wealth
Virginia
$129K +$129K +579 New
TFM
812
TFC Financial Management
Massachusetts
$127K +$29.3K +132 +30%
SWA
813
SOA Wealth Advisors
New York
$127K +$127K +500 New
FCM
814
Firestone Capital Management
Florida
$120K – – –
SIM
815
Sonora Investment Management
Arizona
$118K +$1.11K +5 +1%
HFA
816
Hoover Financial Advisors
Pennsylvania
$114K +$114K +456 New
WB
817
Webster Bank
Connecticut
$113K +$105K +473 +1,351%
ICP
818
Interchange Capital Partners
Pennsylvania
$112K +$112K +506 New
HFS
819
Hantz Financial Services
Michigan
$111K -$1.78K -8 -2%
RWG
820
Regal Wealth Group
California
$111K – – –
PVH
821
Psagot Value Holdings
Israel
$107K -$319K -1,429 -75%
HWA
822
HHM Wealth Advisors
Tennessee
$101K +$101K +455 New
AF
823
Advisornet Financial
Minnesota
$99K -$47.5K -214 -32%
QCG
824
Quadrant Capital Group
Ohio
$94K -$10.2K -46 -10%
NSIM
825
North Star Investment Management
Illinois
$94K +$3.35K +15 +4%
31 32
33
34 35