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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 %
WB
826
Webster Bank
Connecticut
$103K – – –
RWG
827
Regal Wealth Group
California
$101K – – –
SWA
828
SOA Wealth Advisors
New York
$101K – – –
PVH
829
Psagot Value Holdings
Israel
$97K – – –
CWP
830
Concord Wealth Partners
Virginia
$94K +$93K +460 +9,200%
HWA
831
HHM Wealth Advisors
Tennessee
$92K – – –
PCM
832
Penserra Capital Management
California
$89K +$14.1K +70 +19%
HFA
833
Hoover Financial Advisors
Pennsylvania
$85K -$4.72K -24 -5%
NSIM
834
North Star Investment Management
Illinois
$85K – – –
WP
835
WealthShield Partners
North Carolina
$79K +$79K +392 New
LFG
836
Larson Financial Group
Missouri
$77K +$7.48K +37 +11%
PCIA
837
Prime Capital Investment Advisors
Kansas
$73K +$28.3K +140 +63%
HPC
838
HM Payson & Co
Maine
$72K +$20.1K +100 +39%
HNB
839
Huntington National Bank
Ohio
$71K – – –
PAI
840
Pittenger & Anderson Inc
Nebraska
$71K – – –
SC
841
Steph & Co
Wisconsin
$69K +$20.2K +100 +41%
FHA
842
First Horizon Advisors
Tennessee
$67K +$56.9K +286 +561%
SOW
843
State of Wyoming
Wyoming
$66K +$66K +327 New
PFGIA
844
Patriot Financial Group Insurance Agency
Massachusetts
$65K – – –
WT
845
Washington Trust
Rhode Island
$63K – – –
CI
846
CAZ Investments
Texas
$61K -$61K -300 -50%
SN
847
Sittner & Nelson
Oregon
$61K – – –
GAM
848
GVO Asset Management
Switzerland
$61K +$61K +300 New
TWP
849
TFO Wealth Partners
Ohio
$61K +$61K +300 New
AWC
850
Abundance Wealth Counselors
Pennsylvania
$61K +$61K +300 New
32 33
34
35 36