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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 %
FAB
851
First American Bank
Illinois
$210K +$210K +750 New
PAS
852
Professional Advisory Services
Florida
$210K +$210K +750 New
TA
853
Tiedemann Advisors
New York
$210K +$210K +750 New
RBFC
854
Roman Butler Fullerton & Co
Missouri
$209K +$209K +747 New
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$201K +$201K +719 New
MHR
856
Matthew Hamilton Rosenberg
$196K – – –
AWA
857
Arkadios Wealth Advisors
Georgia
$196K +$8.36K +30 +4%
RE
858
RBC Europe
United Kingdom
$195K – – –
Fifth Third Bancorp
859
Fifth Third Bancorp
Ohio
$186K – – –
SB
860
Strategic Blueprint
Georgia
$183K +$183K +655 New
SWM
861
Selective Wealth Management
Virginia
$182K +$182K +650 New
WLPWM
862
Walled Lake Planning & Wealth Management
Illinois
$181K – – –
PAI
863
Pittenger & Anderson Inc
Nebraska
$173K +$75.3K +270 +77%
PCM
864
Penserra Capital Management
California
$171K +$47.8K +172 +39%
AAP
865
Arax Advisory Partners
Colorado
$170K +$170K +609 New
TFM
866
TFC Financial Management
Massachusetts
$160K – – –
QCG
867
Quadrant Capital Group
Ohio
$160K +$2.24K +8 +1%
PCH
868
Polar Capital Holdings
United Kingdom
$158K +$40.2K +143,850 +34%
HFS
869
Hantz Financial Services
Michigan
$154K +$8.68K +31 +6%
CFO
870
CVA Family Office
Colorado
$154K +$96.6K +345 +168%
ZB
871
Zions Bancorporation
Utah
$153K -$324K -1,156 -68%
JWM
872
Jupiter Wealth Management
Colorado
$151K – – –
FCM
873
Firestone Capital Management
Florida
$151K – – –
BU
874
BBVA USA
Alabama
$145K +$145K +516 New
SWA
875
SOA Wealth Advisors
New York
$139K – – –
33 34
35
36 37