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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 %
FTDI
801
First Trust Direct Indexing
Massachusetts
$257K +$257K +918 New
BPA
802
Beacon Pointe Advisors
California
$256K +$256K +915 New
PFG
803
PAX Financial Group
Texas
$253K +$253K +904 New
WFI
804
West Family Investments
California
$253K +$253K +905 New
BWM
805
BNC Wealth Management
Oregon
$252K -$1.51M -5,397 -86%
MIFH
806
Migdal Insurance & Financial Holdings
Israel
$252K -$120K -430 -32%
FMLI
807
Fukoku Mutual Life Insurance
Japan
$252K – – –
QSS
808
Quantitative Systematic Strategies
Florida
$251K -$234K -837 -48%
ED
809
Exane Derivatives
France
$249K +$45.7K +161 +22%
AA
810
Ancora Advisors
Ohio
$248K +$70K +250 +39%
FANJ
811
Financial Architects (New Jersey)
New Jersey
$248K +$248K +886 New
EMFAT
812
Emerald Mutual Fund Advisers Trust
Pennsylvania
$247K +$247K +885 New
MLFP
813
MPS Loria Financial Planners
Illinois
$246K +$8.66K +31 +4%
TW
814
Transform Wealth
Colorado
$246K +$246K +881 New
WJWM
815
Williams Jones Wealth Management
New York
$245K -$231K -825 -49%
JF
816
Jump Financial
Illinois
$245K +$245K +879 New
SMC
817
Smith, Moore & Co
Missouri
$243K +$243K +870 New
Koshinski Asset Management
818
Koshinski Asset Management
Illinois
$242K +$242K +865 New
IWP
819
Icon Wealth Partners
Texas
$242K +$242K +866 New
LWAC
820
Laurel Wealth Advisors (California)
California
$240K +$240K +858 New
SAM
821
Shikiar Asset Management
New York
$240K +$240K +860 New
WF
822
Welch & Forbes
Massachusetts
$238K +$238K +850 New
CA
823
Continuum Advisory
Idaho
$237K +$237K +848 New
I
824
INVST
Indiana
$234K -$141K -501 -38%
TCM
825
Tandem Capital Management
New Jersey
$231K +$231K +825 New
31 32
33
34 35