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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 %
ME
926
McIlrath & Eck
Washington
$5K +$5K +25 New
Nisa Investment Advisors
927
Nisa Investment Advisors
Missouri
$4.05K +$3.12K +15,400 +335%
TFO
928
Tarbox Family Office
California
$4K -$3.16K -15 -44%
CA
929
Clearstead Advisors
Ohio
$4K – – –
BWM
930
BerganKDV Wealth Management
Minnesota
$4K – – –
LWM
931
Liberty Wealth Management
California
$4K – – –
LCM
932
Laurion Capital Management
New York
$4K +$4K +20 New
HWMA
933
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +20 New
CFA
934
Carroll Financial Associates
North Carolina
$4K +$4K +20 New
WCM
935
Wealthcare Capital Management
Virginia
$4K +$4K +22 New
AIG
936
American International Group
New York
$3.19K -$143 -706 -4%
SWA
937
Sutton Wealth Advisors
Florida
$2.43K – – –
HFS
938
HBC Financial Services
Washington
$2.33K – – –
SJIM
939
St. Johns Investment Management
Florida
$2K – – –
IF
940
Ironwood Financial
Arizona
$2K – – –
CA
941
Crewe Advisors
Utah
$2K – – –
MWC
942
MBM Wealth Consultants
Missouri
$2K – – –
AFS
943
Annapolis Financial Services
Maryland
$2K – – –
BCH
944
Berkshire Capital Holdings
California
$2K – – –
HR
945
Howe & Rusling
New York
$2K – – –
TCWA
946
Ten Capital Wealth Advisors
Washington
$2K – – –
SFO
947
Standard Family Office
South Dakota
$2K +$182 +1 +10%
Walleye Capital
948
Walleye Capital
New York
$1.79K +$1.79K +8,823 New
HH
949
HWG Holdings
Texas
$1K -$247K -1,479 -100%
VNA
950
Valley National Advisers
Pennsylvania
$1K – – –
36 37
38
39 40