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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 %
TFIPS
876
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.2K +$22.2K +100 New
VRM
877
Vectors Research Management
New York
$22K – – –
SFPG
878
Stonebridge Financial Planning Group
Florida
$22K – – –
SWM
879
Sugarloaf Wealth Management
Georgia
$22K – – –
SL
880
Savior LLC
Massachusetts
$22K – – –
POIA
881
Pin Oak Investment Advisors
Texas
$22K +$22K +100 New
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$22K +$22K +100 New
TIAM2
883
Tru Independence Asset Management 2
Oregon
$22K +$22K +100 New
SQA
884
Simon Quick Advisors
New Jersey
$22K +$22K +100 New
AWM
885
Accel Wealth Management
Iowa
$22K +$22K +100 New
EARNEST Partners
886
EARNEST Partners
Georgia
$21K – – –
M
887
MOTCO
Texas
$21K +$21K +95 New
AIC
888
Archer Investment Corporation
Indiana
$20.5K +$6.45K +29 +46%
PFP
889
Pinnacle Financial Partners
Tennessee
$20K – – –
APWA
890
Atlas Private Wealth Advisors
New Jersey
$19K – – –
TWA
891
TCI Wealth Advisors
Arizona
$18K – – –
BDS
892
Banco de Sabadell
Florida
$15K +$15K +65 New
CWA
893
Clearview Wealth Advisors
Oregon
$15K +$15K +66 New
BFC
894
Bedel Financial Consulting
Indiana
$14K – – –
SIS
895
Sound Income Strategies
Florida
$14K – – –
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$14K +$14K +63 New
KPCM
897
Kings Point Capital Management
New York
$14K +$14K +63 New
SSB
898
Sandy Spring Bank
Maryland
$14K +$14K +65 New
MCM
899
Manchester Capital Management
Vermont
$13K +$672 +3 +5%
CL
900
COWA LLC
Oklahoma
$13K +$13K +50 New
34 35
36
37 38