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DocuSign
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Overview Fund Activity

1,022 hedge funds and large institutions have $41.5B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 356 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+58
Holders Change %
+6.02%
% of All Funds
17.84%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
361
Reduced
356
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$884M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$603M
3
Tiger Global Management
Tiger Global Management
New York
+$595M
4
Morgan Stanley
Morgan Stanley
New York
+$543M
5
Macquarie Group
Macquarie Group
Australia
+$334M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
2
BlackRock
BlackRock
New York
-$329M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$211M
5
BCVI
Bain Capital Venture Investors
Massachusetts
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBSAM
926
Eubel Brady & Suttman Asset Management
Ohio
$34K +$34K +170 New
BWM
927
BerganKDV Wealth Management
Minnesota
$33K +$28K +100 +556%
SOW
928
State of Wyoming
Wyoming
$32K -$59.8K -213 -65%
NC
929
NewSquare Capital
Pennsylvania
$31K – – –
HPC
930
HM Payson & Co
Maine
$30K -$70.4K -251 -70%
GWS
931
Glassman Wealth Services
Virginia
$30K -$11.8K -43 -28%
EFSCE
932
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$7.22K -26 -19%
SFPG
933
Stonebridge Financial Planning Group
Florida
$29K – – –
SIC
934
Salem Investment Counselors
North Carolina
$28K -$42K -150 -60%
JPLA
935
Joseph P. Lucia & Associates
New York
$28K -$21K -75 -43%
RG
936
Retirement Group
California
$28K -$19.6K -70 -41%
CFN
937
Cordasco Financial Network
Florida
$28K – – –
PWMG
938
Prestige Wealth Management Group
New Jersey
$28K – – –
SL
939
Savior LLC
Massachusetts
$28K – – –
BC
940
Bartlett & Co
Ohio
$28K +$28K +100 New
TFIPS
941
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28K – – –
BCWM
942
Bartlett & Co Wealth Management
Ohio
$28K +$28K +100 New
EARNEST Partners
943
EARNEST Partners
Georgia
$27K – – –
RDWM
944
Red Door Wealth Management
Tennessee
$26K +$26K +96 New
KPCM
945
Kings Point Capital Management
New York
$25K +$1.69K +6 +7%
ADL
946
Asset Dedication LLC
California
$25K +$25K +90 New
Loomis, Sayles & Company
947
Loomis, Sayles & Company
Massachusetts
$24K -$14.7K -52 -38%
AF
948
Allworth Financial
California
$24K +$10.9K +39 +83%
AWM
949
Avior Wealth Management
Nebraska
$23K -$25.7K -95 -53%
PWM
950
Prentice Wealth Management
New York
$22K -$1.1K -4 -5%
36 37
38
39 40