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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
1
Tiger Global Management
New York
$1.04B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Morgan Stanley
3
Morgan Stanley
New York
$956M
4
AIM
4
ARK Investment Management
Florida
$647M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$321M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
MCMC
2
Matrix Capital Management Company
New Hampshire
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.79B
5
Coatue Management
5
Coatue Management
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
851
Global Retirement Partners
California
$59K +$8.66K +43 +17%
CWC
852
Carolinas Wealth Consulting
North Carolina
$54K +$9.67K +48 +22%
OIA
853
Optimum Investment Advisors
Illinois
$51K -$112K -550 -69%
SIC
854
Salem Investment Counselors
North Carolina
$51K – – –
JCM
855
Jacobi Capital Management
Pennsylvania
$50K – – –
ATC
856
Adirondack Trust Company
New York
$48K – – –
AWM
857
Avondale Wealth Management
Texas
$47K – – –
TCM
858
Tradewinds Capital Management
Washington
$44K +$19.3K +95 +78%
CAL
859
Capital Analysts LLC
Pennsylvania
$44K +$44K +220 New
FRA
860
Front Row Advisors
California
$43K – – –
CFO
861
CVA Family Office
Colorado
$42K +$1.02K +5 +3%
LC
862
Lindbrook Capital
California
$41K -$9.85K -49 -19%
BWA
863
BDO Wealth Advisors
Florida
$41K +$2.44K +12 +6%
CI
864
CX Institutional
Indiana
$40K – – –
TFA
865
Toth Financial Advisory
Virginia
$38K -$300K -1,500 -89%
TIM
866
Tortoise Investment Management
New York
$36K – – –
AWM
867
Avior Wealth Management
Nebraska
$36K +$10K +50 +38%
JPLA
868
Joseph P. Lucia & Associates
New York
$35K -$600 -3 -2%
RG
869
Retirement Group
California
$34K – – –
TWA
870
TCI Wealth Advisors
Arizona
$34K +$17.5K +86 +106%
GWS
871
Glassman Wealth Services
Virginia
$31K -$32.4K -159 -51%
BC
872
Burleson & Co
California
$31K +$31K +155 New
Loomis, Sayles & Company
873
Loomis, Sayles & Company
Massachusetts
$28K -$2.25K -11 -7%
EIP
874
Ellis Investment Partners
Pennsylvania
$28K – – –
AS
875
Altshuler Shaham
Israel
$27K -$418K -2,057 -94%
33 34
35
36 37