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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 %
BWM
926
BerganKDV Wealth Management
Minnesota
$4K – – –
CA
927
Clearstead Advisors
Ohio
$4K – – –
JWA
928
JFS Wealth Advisors
Pennsylvania
$4K +$4K +18 New
AIG
929
American International Group
New York
$3.66K +$164 +739 +5%
Jones Financial Companies
930
Jones Financial Companies
Missouri
$3K +$3K +12 New
CAM
931
Costello Asset Management
Pennsylvania
$3K +$3K +12 New
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +13 New
SWA
933
Sutton Wealth Advisors
Florida
$2.67K – – –
AIM
934
Axiom Investment Management
New York
$2.47K -$20K -8,990 -89%
BCH
935
Berkshire Capital Holdings
California
$2K -$17.3M -86,430 -100%
IF
936
Ironwood Financial
Arizona
$2K -$4K -20 -67%
GI
937
Gradient Investments
Minnesota
$2K – – –
CA
938
Crewe Advisors
Utah
$2K – – –
MWC
939
MBM Wealth Consultants
Missouri
$2K – – –
SJIM
940
St. Johns Investment Management
Florida
$2K – – –
HR
941
Howe & Rusling
New York
$2K – – –
HFS
942
HBC Financial Services
Washington
$2K – – –
AF
943
Allworth Financial
California
$2K +$2K +8 New
AFS
944
Annapolis Financial Services
Maryland
$2K +$2K +9 New
SFO
945
Standard Family Office
South Dakota
$2K +$2K +10 New
TCWA
946
Ten Capital Wealth Advisors
Washington
$2K +$2K +11 New
FF
947
FourThought Financial
Florida
$2K +$2K +13 New
TAIM
948
TD Ameritrade Investment Management
Nebraska
$1K -$1K -4 -50%
CAM
949
ClariVest Asset Management
California
$1K – – –
TWM
950
Tradition Wealth Management
Minnesota
$1K +$1K +3 New
36 37
38
39 40