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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 %
BWM
951
Baystate Wealth Management
Massachusetts
$21K – – –
CAM
952
Close Asset Management
United Kingdom
$20K – – –
EWA
953
Evolution Wealth Advisors
Florida
$20K +$20K +70 New
DWA
954
Delos Wealth Advisors
Texas
$20K +$20K +72 New
AFG
955
Albion Financial Group
Utah
$19K +$19K +69 New
SSB
956
Sandy Spring Bank
Maryland
$18K – – –
BFC
957
Bedel Financial Consulting
Indiana
$18K – – –
MA
958
MUFG Americas
New York
$18K +$18K +65 New
FI
959
FormulaFolio Investments
Michigan
$17K – – –
VRM
960
Vectors Research Management
New York
$17K – – –
KIG
961
Kessler Investment Group
Indiana
$17K +$17K +62 New
LWANC
962
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K – – –
Optiver Holding
963
Optiver Holding
Netherlands
$16K +$16K +59 New
JAM
964
JCIC Asset Management
Ontario, Canada
$15K – – –
OIA
965
Optimum Investment Advisors
Illinois
$14K -$56K -200 -80%
APWA
966
Atlas Private Wealth Advisors
New Jersey
$14K +$7K +25 +100%
ACM
967
Advent Capital Management
New York
$13K -$5.76M -19,955 -100%
CWC
968
Carolinas Wealth Consulting
North Carolina
$13K -$64.4K -223 -83%
PCG
969
Private Capital Group
Connecticut
$13K +$565 +2 +5%
PWS
970
Paragon Wealth Strategies
Florida
$13K +$13K +46 New
LWCFA
971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$13K +46 New
PP
972
Pacifica Partners
Canada
$12K -$8K -30 -40%
PFBT
973
Parkside Financial Bank & Trust
Missouri
$12K +$4K +14 +50%
TCOV
974
Trust Company of Vermont
Vermont
$11K -$1.93K -7 -15%
KTC
975
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
37 38
39
40 41