DOCU icon

DocuSign
DOCU

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 %
PP
901
Pacifica Partners
Canada
$12K +$12K +50 New
KFS
902
Kelly Financial Services
Massachusetts
$11.1K – – –
MSFP
903
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
FHA
904
First Horizon Advisors
Tennessee
$11K +$6.47K +30 +143%
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +50 New
1IA
906
1834 Investment Advisors
Wisconsin
$11K +$11K +50 New
TCOV
907
Trust Company of Vermont
Vermont
$10K – – –
AssetMark Inc
908
AssetMark Inc
California
$10K +$10K +43 New
KTC
909
Kistler-Tiffany Companies
Pennsylvania
$9K +$7.85K +34 +680%
AFG
910
Albion Financial Group
Utah
$9K +$9K +39 New
CT
911
Clearstead Trust
Maine
$9K +$9K +42 New
WAS
912
Winch Advisory Services
Wisconsin
$8K -$8.46K -37 -51%
TFO
913
Tarbox Family Office
California
$8K +$3.53K +15 +79%
RIM
914
Rockbridge Investment Management
New York
$8K +$5.71K +25 +250%
ONST
915
Old North State Trust
North Carolina
$8K +$8K +34 New
BWM
916
Baystate Wealth Management
Massachusetts
$8K +$8K +37 New
CWA
917
Carolina Wealth Advisors
South Carolina
$7K +$7K +30 New
MS
918
Mizuho Securities
Japan
$7K +$7K +32 New
BHWM
919
Bay Harbor Wealth Management
Maryland
$6K -$16.6K -69 -73%
VAIA
920
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.56K -25 -48%
RAM
921
Riggs Asset Management
Pennsylvania
$5K +$5K +23 New
FIA
922
FNY Investment Advisers
New York
$4K -$156K -780 -98%
PFBT
923
Parkside Financial Bank & Trust
Missouri
$4K -$25.1K -113 -86%
LWM
924
Liberty Wealth Management
California
$4K -$3.05K -16 -43%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$4K -$1.26K -6 -24%
35 36
37
38 39