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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 %
RPWA
826
Regent Peak Wealth Advisors
Georgia
$91K +$91K +408 New
DSC
827
Duncker Streett & Co
Missouri
$89K – – –
PCM
828
Penserra Capital Management
California
$82K -$60K -273 -42%
AA
829
Ancora Advisors
Ohio
$80K +$30.1K +136 +60%
HNB
830
Huntington National Bank
Ohio
$78K – – –
PAI
831
Pittenger & Anderson Inc
Nebraska
$78K – – –
JGIA
832
Jackson Grant Investment Advisers
Connecticut
$77K +$77K +345 New
LFG
833
Larson Financial Group
Missouri
$76K +$47.7K +216 +169%
PFGIA
834
Patriot Financial Group Insurance Agency
Massachusetts
$72K -$89.2K -400 -55%
WT
835
Washington Trust
Rhode Island
$70K – – –
GWS
836
Glassman Wealth Services
Virginia
$69K +$35.5K +160 +106%
MAM
837
Meeder Asset Management
Ohio
$68K -$1.62M -7,301 -96%
CYG
838
Clean Yield Group
Vermont
$67K – – –
IA
839
Inspire Advisors
Idaho
$67K +$67K +300 New
SN
840
Sittner & Nelson
Oregon
$67K +$67K +300 New
SIAG
841
Safeguard Investment Advisory Group
California
$66K +$66K +300 New
CFGS
842
Concourse Financial Group Securities
Alabama
$65K -$21.5K -97 -25%
SOADOR
843
State of Alaska Department of Revenue
Alaska
$64K -$2.44K -11 -4%
HPC
844
HM Payson & Co
Maine
$57K -$70.5K -319 -55%
EWA
845
Evolution Wealth Advisors
Florida
$56K -$95.4K -426 -63%
GRP
846
Global Retirement Partners
California
$56K +$21.3K +95 +61%
LC
847
Lindbrook Capital
California
$56K +$37.6K +170 +205%
SIC
848
Salem Investment Counselors
North Carolina
$56K +$56K +250 New
ATC
849
Adirondack Trust Company
New York
$55K +$17.6K +75 +47%
SC
850
Steph & Co
Wisconsin
$54K -$896 -4 -2%
32 33
34
35 36