DOCU icon

DocuSign
DOCU

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 %
Koshinski Asset Management
1026
Koshinski Asset Management
Illinois
– -$285K -1,280 Closed
WA
1027
WESPAC Advisors
California
– -$277K -1,247 Closed
GTCM
1028
Gyon Technologies Capital Management
New Jersey
– -$272K -1,224 Closed
RCAG
1029
Rehmann Capital Advisory Group
Michigan
– -$487K -1,218 Closed
CTA
1030
Chesley Taft & Associates
Illinois
– -$270K -1,215 Closed
AWA
1031
Alta Wealth Advisors
Massachusetts
– -$268K -1,207 Closed
IR
1032
Invictus RG
Bermuda
– -$268K -1,206 Closed
BSW
1033
Buckingham Strategic Wealth
Missouri
– -$265K -1,190 Closed
TCM
1034
TimesSquare Capital Management
New York
– -$261K -1,175 Closed
AAM
1035
Aureus Asset Management
Massachusetts
– -$259K -1,164 Closed
BFWA
1036
Benchmark Financial Wealth Advisors
Florida
– -$256K -1,151 Closed
CAIMH
1037
Central Asset Investments & Management Holdings
Hong Kong
– -$251K -1,131 Closed
GT
1038
Glenmede Trust
Pennsylvania
– -$247K -1,114 Closed
PCM
1039
Prelude Capital Management
New York
– -$244K -1,097 Closed
WF
1040
WoodTrust Financial
Wisconsin
– -$244K -1,096 Closed
RIA
1041
Regal Investment Advisors
Michigan
– -$237K -1,065 Closed
ACI
1042
Alpha Cubed Investments
California
– -$234K -1,051 Closed
NW
1043
NewEdge Wealth
Pennsylvania
– -$230K -1,036 Closed
DWM
1044
Dakota Wealth Management
Florida
– -$230K -1,033 Closed
QI
1045
QS Investors
New York
– -$227K -1,022 Closed
CWM
1046
Centric Wealth Management
Illinois
– -$226K -1,016 Closed
CW
1047
CreativeOne Wealth
Kansas
– -$225K -1,014 Closed
AO
1048
Advisor OS
Illinois
– -$223K -1,011 Closed
MGIM
1049
M&G Investment Management
United Kingdom
– -$223 -1,005 Closed
TA
1050
Trivest Advisors
Hong Kong
– -$222K -1,000 Closed
40 41
42
43 44