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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
$394M
2
AIM
ARK Investment Management
Florida
$485M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$271M
4
BlackRock
BlackRock
New York
$2.66B
5
NAMA
Nikko Asset Management Americas
New York
$322M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.23B
2
MCM
Melvin Capital Management
New York
$0
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
Fidelity International
Fidelity International
Bermuda
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
851
Jacobi Capital Management
Pennsylvania
$54K +$4.41K +20 +9%
AWM
852
Avondale Wealth Management
Texas
$52K +$20.2K +91 +64%
BWM
853
Birchcreek Wealth Management
Ohio
$51K +$51K +230 New
PCIA
854
Prime Capital Investment Advisors
Kansas
$49K -$816K -3,680 -94%
CWC
855
Carolinas Wealth Consulting
North Carolina
$49K +$49K +220 New
FRA
856
Front Row Advisors
California
$47K – – –
FCA
857
FinTrust Capital Advisors
South Carolina
$44K – – –
CI
858
CX Institutional
Indiana
$44K – – –
CFO
859
CVA Family Office
Colorado
$44K – – –
BWA
860
BDO Wealth Advisors
Florida
$42K +$40.9K +185 +3,700%
CFD
861
Creative Financial Designs
Indiana
$40K -$11.1K -50 -22%
TIM
862
Tortoise Investment Management
New York
$40K – – –
JPLA
863
Joseph P. Lucia & Associates
New York
$40K +$40K +178 New
EFSCE
864
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$1.31K +6 +4%
RG
865
Retirement Group
California
$37K +$21.8K +100 +143%
Loomis, Sayles & Company
866
Loomis, Sayles & Company
Massachusetts
$33K +$33K +148 New
AW
867
Avion Wealth
Texas
$33K +$33K +150 New
EIP
868
Ellis Investment Partners
Pennsylvania
$31K +$28.8K +130 +1,300%
ABC
869
Associated Banc-Corp
Wisconsin
$29K +$19.4K +87 +202%
AWM
870
Avior Wealth Management
Nebraska
$28K -$2.15K -10 -7%
TCM
871
Tradewinds Capital Management
Washington
$27K – – –
NC
872
NewSquare Capital
Pennsylvania
$27K +$11.3K +50 +71%
AWG
873
Altus Wealth Group
Colorado
$25K +$25K +113 New
PCG
874
Private Capital Group
Connecticut
$23K +$5.58K +25 +32%
CCA
875
Childress Capital Advisors
Texas
$23K +$23K +103 New
33 34
35
36 37