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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 %
MWP
901
Meridian Wealth Partners
Pennsylvania
$12K +$12K +63 New
CL
902
COWA LLC
Oklahoma
$11K – – –
FF
903
FourThought Financial
Florida
$11K +$8.4K +42 +323%
TCOV
904
Trust Company of Vermont
Vermont
$10K – – –
MPWT
905
MassMutual Private Wealth & Trust
Connecticut
$10K +$6.12K +30 +158%
AF
906
Allworth Financial
California
$10K +$8.3K +39 +488%
PCG
907
Private Capital Group
Connecticut
$9K -$12.1K -59 -57%
JAM
908
JCIC Asset Management
Ontario, Canada
$9K +$9K +43 New
RFA
909
Reilly Financial Advisors
California
$9K +$9K +44 New
KTC
910
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
Bessemer Group
911
Bessemer Group
New Jersey
$8K +$8K +40 New
ONST
912
Old North State Trust
North Carolina
$7K – – –
WAS
913
Winch Advisory Services
Wisconsin
$7K – – –
EWM
914
Elmwood Wealth Management
California
$7K +$7K +35 New
BMD
915
Better Money Decisions
New Mexico
$7K +$7K +37 New
RIM
916
Rockbridge Investment Management
New York
$6K -$1K -5 -14%
MS
917
Mizuho Securities
Japan
$6K -$857 -4 -13%
CWA
918
Carolina Wealth Advisors
South Carolina
$6K – – –
PFBT
919
Parkside Financial Bank & Trust
Missouri
$6K +$2.14K +10 +56%
PB
920
Pinnacle Bancorp
Nebraska
$6K +$6K +27 New
SNT
921
Security National Trust
West Virginia
$6K +$6K +28 New
HFM
922
Hartford Financial Management
Connecticut
$6K +$6K +30 New
APWA
923
Atlas Private Wealth Advisors
New Jersey
$5K -$12.4K -62 -71%
1IA
924
1834 Investment Advisors
Wisconsin
$5K -$5K -25 -50%
RAM
925
Riggs Asset Management
Pennsylvania
$5K – – –
35 36
37
38 39