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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 %
AWG
1076
Altus Wealth Group
Colorado
– -$25K -113 Closed
CCA
1077
Childress Capital Advisors
Texas
– -$23K -103 Closed
AWM
1078
Accel Wealth Management
Iowa
– -$22K -100 Closed
TIAM2
1079
Tru Independence Asset Management 2
Oregon
– -$22K -100 Closed
POIA
1080
Pin Oak Investment Advisors
Texas
– -$22K -100 Closed
SQA
1081
Simon Quick Advisors
New Jersey
– -$22K -100 Closed
M
1082
MOTCO
Texas
– -$21K -95 Closed
PFP
1083
Pinnacle Financial Partners
Tennessee
– -$20K -95 Closed
BDS
1084
Banco de Sabadell
Florida
– -$15K -65 Closed
PWPS
1085
Pinnacle Wealth Planning Services
Ohio
– -$14K -63 Closed
MSFP
1086
Mark Sheptoff Financial Planning
Connecticut
– -$11K -50 Closed
KFS
1087
Kelly Financial Services
Massachusetts
– -$11.1K -50 Closed
AssetMark Inc
1088
AssetMark Inc
California
– -$10K -43 Closed
CT
1089
Clearstead Trust
Maine
– -$9K -42 Closed
VAIA
1090
Virtus Alternative Investment Advisers
Connecticut
– -$6K -27 Closed
BHWM
1091
Bay Harbor Wealth Management
Maryland
– -$6K -25 Closed
FIA
1092
FNY Investment Advisers
New York
– -$4K -20 Closed
JWA
1093
JFS Wealth Advisors
Pennsylvania
– -$4K -18 Closed
LWCFA
1094
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$3K -13 Closed
Jones Financial Companies
1095
Jones Financial Companies
Missouri
– -$3K -12 Closed
CAM
1096
Costello Asset Management
Pennsylvania
– -$3K -12 Closed
TI
1097
tru Independence
Oregon
– -$223 -5 Closed
VCG
1098
Vantage Consulting Group
Virginia
– -$1K -3 Closed
TWM
1099
Tradition Wealth Management
Minnesota
– -$1K -3 Closed
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