DOCU icon

DocuSign
DOCU

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 %
EFSCE
876
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$7.05K -35 -21%
IFAM
877
Institutional & Family Asset Management
Colorado
$27K +$27K +131 New
ST
878
Smithfield Trust
Pennsylvania
$26K -$393K -1,933 -94%
AIC
879
Archer Investment Corporation
Indiana
$24.9K +$6.28K +31 +34%
NC
880
NewSquare Capital
Pennsylvania
$22K -$2K -10 -8%
SFPG
881
Stonebridge Financial Planning Group
Florida
$21K – – –
TFIPS
882
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.2K – – –
PWMG
883
Prestige Wealth Management Group
New Jersey
$20K -$197K -985 -91%
FMII
884
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
SL
885
Savior LLC
Massachusetts
$20K – – –
CFN
886
Cordasco Financial Network
Florida
$20K +$20K +100 New
EARNEST Partners
887
EARNEST Partners
Georgia
$19K – – –
CWA
888
Clearview Wealth Advisors
Oregon
$19K +$5.94K +30 +45%
KPCM
889
Kings Point Capital Management
New York
$17K +$4.1K +20 +32%
PWM
890
Prentice Wealth Management
New York
$17K +$17K +84 New
GTAM
891
Global Trust Asset Management
Florida
$16K +$16K +80 New
PP
892
Pacifica Partners
Canada
$15K +$5K +25 +50%
BWM
893
Baystate Wealth Management
Massachusetts
$15K +$7.7K +39 +105%
CAM
894
Close Asset Management
United Kingdom
$14K +$14K +70 New
SIS
895
Sound Income Strategies
Florida
$13.2K – – –
SSB
896
Sandy Spring Bank
Maryland
$13K – – –
BFC
897
Bedel Financial Consulting
Indiana
$13K – – –
VRM
898
Vectors Research Management
New York
$12K -$8K -40 -40%
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$1.47K +7 +14%
FI
900
FormulaFolio Investments
Michigan
$12K +$12K +60 New
34 35
36
37 38