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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 %
ASFA
826
All Season Financial Advisors
Colorado
$230K +$230K +822 New
OR
827
Olympiad Research
Connecticut
$230K +$230K +822 New
C
828
Certuity
Florida
$229K +$229K +818 New
MMA
829
Miracle Mile Advisors
California
$229K +$229K +819 New
SC
830
Saturna Capital
Washington
$229K +$229K +820 New
RPWA
831
Regent Peak Wealth Advisors
Georgia
$226K +$226K +758 New
DTL
832
Dynamic Technology Lab
Singapore
$225K +$225K +805 New
22CM
833
20/20 Capital Management
California
$225K +$225K +806 New
BCA
834
Biltmore Capital Advisors
New Jersey
$224K +$224K +800 New
FP
835
Foundry Partners
Minnesota
$223K +$223K +797 New
MFG
836
Menard Financial Group
Texas
$222K +$222K +793 New
FPA
837
First Pacific Advisors
California
$221K -$36.4K -130 -14%
LWA
838
Lineweaver Wealth Advisors
Ohio
$221K +$221K +792 New
BFA
839
Benedict Financial Advisors
Georgia
$220K +$220K +787 New
TC
840
Telemus Capital
Michigan
$220K +$220K +787 New
GT
841
Glenmede Trust
Pennsylvania
$220K +$220K +789 New
BC
842
Burney Company
Virginia
$219K +$219K +782 New
WA1
843
Wimmer Associates 1
California
$219K +$219K +783 New
KWM
844
Keebeck Wealth Management
Illinois
$219K +$219K +784 New
QTM
845
qPULA Trading Management
New York
$219K +$219K +784 New
PWM
846
Peterson Wealth Management
Nevada
$216K -$488K -1,750 -69%
GLA
847
Great Lakes Advisors
Illinois
$216K +$216K +772 New
GC
848
GFG Capital
Florida
$214K +$214K +765 New
AWM
849
Apollon Wealth Management
South Carolina
$213K -$309K -1,106 -59%
EBT
850
Enterprise Bank & Trust
Massachusetts
$213K +$213K +762 New
32 33
34
35 36