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DocuSign
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Overview Fund Activity

347 hedge funds and large institutions have $5.52B invested in DocuSign in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+88
Holders Change %
+33.98%
% of All Funds
7.52%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
121
Increased
132
Reduced
65
Closed
31
Calls
$135M
Puts
$94.3M
Net Calls
+$40.9M
Net Calls Change
+$26.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$283M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
3
Victory Capital Management
Victory Capital Management
Texas
+$73M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66.4M

Top Sellers

1
SI
Salesforce Inc
California
-$140M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$99.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.1M
4
IHG
Insight Holdings Group
New York
-$64.3M
5
APC
Alta Park Capital
California
-$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Tocqueville Asset Management
New York
$397K +$5.19K +100 +1%
LSAG
227
Lake Street Advisors Group
New Hampshire
$391K +$391K +7,536 New
GC
228
Guggenheim Capital
Illinois
$381K -$3.11K -60 -0.8%
MIC
229
Meridian Investment Counsel
California
$373K -$10.4K -200 -3%
IC
230
Intersect Capital
California
$370K +$370K +7,146 New
RHBC
231
R.H. Bluestein & Co
Michigan
$363K -$104K -2,000 -22%
DC
232
Davenport & Co
Virginia
$363K -$46.2K -890 -11%
BT
233
Brandywine Trust
Delaware
$353K +$353K +6,816 New
BM
234
Brandywine Managers
Delaware
$337K -$51.8K -1,000 -13%
RVPG
235
Relative Value Partners Group
$336K +$336K +6,481 New
AAM
236
Advisors Asset Management
Colorado
$336K +$336K +6,490 New
BFS
237
Bradley Foster & Sargent
Connecticut
$328K +$5.19K +100 +2%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$319K +$319K +1,141 New
JWM
239
Jupiter Wealth Management
Colorado
$316K +$316K +5,995 New
BG
240
Bollard Group
Massachusetts
$313K +$313K +6,029 New
CPC
241
Cookson Peirce & Co
Pennsylvania
$309K +$309K +5,955 New
FNBT
242
FineMark National Bank & Trust
Florida
$308K +$308K +5,932 New
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$306K +$12.3K +237 +4%
PIA
244
Piedmont Investment Advisors
North Carolina
$292K +$14.6K +282 +5%
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$284K +$284K +5,473 New
LCM
246
Landscape Capital Management
New Jersey
$273K +$4.56K +88 +2%
SCM
247
Stevens Capital Management
Pennsylvania
$270K +$270K +5,212 New
Prudential Financial
248
Prudential Financial
New Jersey
$268K +$268K +5,170 New
TST
249
Tech Square Trading
Massachusetts
$268K +$268K +5,174 New
CCM
250
Coldstream Capital Management
Washington
$264K -$13.9K -269 -5%
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