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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 %
BWM
1101
BT Wealth Management
Georgia
– -$202K -1,000 Closed
AG
1102
AlphaSimPlex Group
Massachusetts
– -$201K -994 Closed
MFS
1103
Mirabella Financial Services
United Kingdom
– -$201K -993 Closed
Capstone Investment Advisors
1104
Capstone Investment Advisors
New York
– -$194K -960 Closed
ACM
1105
Allred Capital Management
Texas
– -$166K -822 Closed
AII
1106
AGF Investments Inc
Ontario, Canada
– -$151K -744 Closed
MWM
1107
Mascoma Wealth Management
New Hampshire
– -$121K -600 Closed
TCWM
1108
Total Clarity Wealth Management
Illinois
– -$114K -564 Closed
RWG
1109
Regal Wealth Group
California
– -$101K -500 Closed
PCIA
1110
Prime Capital Investment Advisors
Kansas
– -$73K -361 Closed
AWC
1111
Abundance Wealth Counselors
Pennsylvania
– -$61K -300 Closed
TWP
1112
TFO Wealth Partners
Ohio
– -$61K -300 Closed
AS
1113
Altshuler Shaham
Israel
– -$27K -133 Closed
SWM
1114
Sugarloaf Wealth Management
Georgia
– -$20 -100 Closed
FMII
1115
Farmers & Merchants Investments Inc
Nebraska
– -$20K -100 Closed
SIS
1116
Sound Income Strategies
Florida
– -$13.2K -65 Closed
MWP
1117
Meridian Wealth Partners
Pennsylvania
– -$12K -63 Closed
CL
1118
COWA LLC
Oklahoma
– -$11K -50 Closed
Bessemer Group
1119
Bessemer Group
New Jersey
– -$8K -40 Closed
WAS
1120
Winch Advisory Services
Wisconsin
– -$7K -35 Closed
HFM
1121
Hartford Financial Management
Connecticut
– -$6K -30 Closed
1IA
1122
1834 Investment Advisors
Wisconsin
– -$5K -25 Closed
RAM
1123
Riggs Asset Management
Pennsylvania
– -$5K -23 Closed
WCM
1124
Wealthcare Capital Management
Virginia
– -$4K -22 Closed
LCM
1125
Laurion Capital Management
New York
– -$4K -20 Closed
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