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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 %
SW
1051
SlateStone Wealth
Florida
– -$222K -1,000 Closed
LCH
1052
Lee Capital Holdings
New York
– -$219K -985 Closed
GLA
1053
Great Lakes Advisors
Illinois
– -$215K -969 Closed
DWM
1054
Dorchester Wealth Management
Quebec, Canada
– -$212K -955 Closed
B
1055
Barings
North Carolina
– -$212K -955 Closed
KCM
1056
Karp Capital Management
California
– -$212K -952 Closed
OWA
1057
One Wealth Advisors
California
– -$211K -950 Closed
FRM
1058
Fox Run Management
Connecticut
– -$211K -949 Closed
ISL
1059
Ingalls & Snyder LLC
New York
– -$201K -904 Closed
CG
1060
Clarus Group
Texas
– -$226K -857 Closed
GLLW
1061
Graves Light Lenhart Wealth
Virginia
– -$129K -579 Closed
ICP
1062
Interchange Capital Partners
Pennsylvania
– -$112K -506 Closed
RPWA
1063
Regent Peak Wealth Advisors
Georgia
– -$91K -408 Closed
DSC
1064
Duncker Streett & Co
Missouri
– -$89K -400 Closed
JGIA
1065
Jackson Grant Investment Advisers
Connecticut
– -$77K -345 Closed
SIAG
1066
Safeguard Investment Advisory Group
California
– -$66K -300 Closed
IA
1067
Inspire Advisors
Idaho
– -$67K -300 Closed
CYG
1068
Clean Yield Group
Vermont
– -$67K -300 Closed
SOADOR
1069
State of Alaska Department of Revenue
Alaska
– -$64K -289 Closed
EWA
1070
Evolution Wealth Advisors
Florida
– -$56K -250 Closed
BWM
1071
Birchcreek Wealth Management
Ohio
– -$51K -230 Closed
FCA
1072
FinTrust Capital Advisors
South Carolina
– -$44K -200 Closed
CFD
1073
Creative Financial Designs
Indiana
– -$40K -180 Closed
AW
1074
Avion Wealth
Texas
– -$33K -150 Closed
ABC
1075
Associated Banc-Corp
Wisconsin
– -$29K -130 Closed
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