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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
$1.43B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.07B
3
Tiger Global Management
Tiger Global Management
New York
$2.04B
4
Morgan Stanley
Morgan Stanley
New York
$1.86B
5
Macquarie Group
Macquarie Group
Australia
$358M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$495M
2
BlackRock
BlackRock
New York
$3.14B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$207M
5
BCVI
Bain Capital Venture Investors
Massachusetts
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1001
Crewe Advisors
Utah
$3K – – –
IF
1002
Ironwood Financial
Arizona
$3K – – –
TCWA
1003
Ten Capital Wealth Advisors
Washington
$3K – – –
SFO
1004
Standard Family Office
South Dakota
$3K – – –
AFS
1005
Annapolis Financial Services
Maryland
$3K – – –
EWM
1006
Evermay Wealth Management
Virginia
$3K +$3K +10 New
DCM
1007
Davidson Capital Management
Texas
$3K +$3K +11 New
CAM
1008
ClariVest Asset Management
California
$2K – – –
SCA
1009
Stonebridge Capital Advisors
Minnesota
$2K +$2K +7 New
EWM
1010
Elite Wealth Management
Washington
$1.09K -$65 -233 -6%
HR
1011
Howe & Rusling
New York
$1K -$600 -3 -38%
JWM
1012
Janiczek Wealth Management
Colorado
$1K -$400 -2 -29%
FHC
1013
First Horizon Corporation
Tennessee
$1K – – –
TF
1014
TimeScale Financial
Massachusetts
$1K – – –
AWMS
1015
Advocacy Wealth Management Services
Georgia
$1K – – –
HS
1016
Horan Securities
United States
$1K +$1K +3 New
Walleye Capital
1017
Walleye Capital
New York
$347 -$2.12K -7,583 -86%
MGIM
1018
M&G Investment Management
United Kingdom
$232 +$232 +829 New
WIM
1019
Westside Investment Management
California
$13 – – –
Winslow Capital Management
1020
Winslow Capital Management
Minnesota
– -$260M -1,285,608 Closed
BCPEMI
1021
Bain Capital Public Equity Management II
Massachusetts
– -$50.6M -250,000 Closed
Bank of Nova Scotia
1022
Bank of Nova Scotia
Ontario, Canada
– -$49.8M -245,961 Closed
Coatue Management
1023
Coatue Management
New York
– -$46.1M -227,691 Closed
Marshall Wace
1024
Marshall Wace
United Kingdom
– -$27.4M -135,424 Closed
QC
1025
Quadrature Capital
United Kingdom
– -$27.4M -135,204 Closed
39 40
41
42 43