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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 %
FPA
801
First Pacific Advisors
California
$186K +$44.9K +222 +32%
FMLI
802
Fukoku Mutual Life Insurance
Japan
$182K – – –
MLFP
803
MPS Loria Financial Planners
Illinois
$172K -$60.7K -300 -26%
MHR
804
Matthew Hamilton Rosenberg
$172K – – –
KFP
805
KB Financial Partners
New Jersey
$167K +$167K +827 New
ACM
806
Allred Capital Management
Texas
$166K +$166K +822 New
AII
807
AGF Investments Inc
Ontario, Canada
$151K -$467K -2,301 -76%
ED
808
Exane Derivatives
France
$145K -$675K -3,334 -82%
SAS
809
Stelac Advisory Services
New York
$143K -$12.4K -61 -8%
RE
810
RBC Europe
United Kingdom
$141K -$83.2K -411 -37%
SBSB
811
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K -$24.6K -122 -15%
AWA
812
Arkadios Wealth Advisors
Georgia
$136K -$181K -896 -57%
Fifth Third Bancorp
813
Fifth Third Bancorp
Ohio
$135K -$10.2K -50 -7%
WLPWM
814
Walled Lake Planning & Wealth Management
Illinois
$131K – – –
AA
815
Ancora Advisors
Ohio
$128K +$55.3K +275 +76%
AF
816
Advisornet Financial
Minnesota
$123K +$32.8K +162 +36%
MWM
817
Mascoma Wealth Management
New Hampshire
$121K +$121K +600 New
TPCW
818
TD Private Client Wealth
New York
$118K -$2.45M -12,118 -95%
TFM
819
TFC Financial Management
Massachusetts
$116K – – –
QCG
820
Quadrant Capital Group
Ohio
$114K +$28.1K +139 +33%
TCWM
821
Total Clarity Wealth Management
Illinois
$114K +$114K +564 New
JWM
822
Jupiter Wealth Management
Colorado
$112K -$267K -1,190 -70%
FCM
823
Firestone Capital Management
Florida
$110K – – –
HFS
824
Hantz Financial Services
Michigan
$105K +$3.84K +19 +4%
SIM
825
Sonora Investment Management
Arizona
$103K -$4.66K -23 -4%
31 32
33
34 35