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DocuSign
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Overview Fund Activity

388 hedge funds and large institutions have $8.96B invested in DocuSign in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 142 increasing their positions, 90 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+41
Holders Change %
+11.82%
% of All Funds
8.52%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
100
Increased
142
Reduced
90
Closed
59
Calls
$257M
Puts
$270M
Net Calls
-$13M
Net Calls Change
-$101M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.3B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$758M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$424M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$222M
5
BlackRock
5
BlackRock
New York
$434M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$96.7M
2
Wells Fargo
2
Wells Fargo
California
$68.4M
3
HLA
3
Hamilton Lane Advisors
Pennsylvania
$1.61M
4
Franklin Resources
4
Franklin Resources
California
$105M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$596K +$596K +9,617 New
PFS
227
Prospera Financial Services
Texas
$585K -$6.81K -110 -1%
MML Investors Services
228
MML Investors Services
Massachusetts
$584K -$310K -5,009 -35%
KA
229
Kerrisdale Advisers
Florida
$568K +$568K +9,170 New
WWM
230
WT Wealth Management
Arizona
$565K +$565K +9,139 New
OCM
231
Ogborne Capital Management
California
$551K +$551K +8,897 New
SG Americas Securities
232
SG Americas Securities
New York
$547K -$360K -5,805 -40%
OSIA
233
O'Shares Investment Advisers
Massachusetts
$539K -$61.4K -991 -10%
HH
234
Hilltop Holdings
Texas
$534K +$534K +8,620 New
SC
235
Saturna Capital
Washington
$514K +$111K +1,800 +28%
GCP
236
GSA Capital Partners
United Kingdom
$514K +$514K +8,293 New
LNWWM
237
Laird Norton Wetherby Wealth Management
California
$510K -$158K -2,553 -24%
WBC
238
Westpac Banking Corp
Australia
$509K – – –
Invesco
239
Invesco
Georgia
$503K -$70.8K -1,143 -12%
ACM
240
AlphaCrest Capital Management
New York
$502K +$502K +8,100 New
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$494K +$251K +4,046 +103%
EWA
242
EP Wealth Advisors
California
$485K -$310K -5,000 -39%
UR
243
USCA RIA
Texas
$477K +$477K +7,700 New
LSAG
244
Lake Street Advisors Group
New Hampshire
$473K -$1.92K -31 -0.4%
AWM
245
AE Wealth Management
Kansas
$473K +$47.4K +766 +11%
Prudential Financial
246
Prudential Financial
New Jersey
$472K – – –
MIH
247
Meitav Investment House
Israel
$470K +$21.8K +348 +5%
HSBC Holdings
248
HSBC Holdings
United Kingdom
$452K +$452K +7,296 New
FPCP
249
Fort Point Capital Partners
California
$451K -$1.07M -17,286 -70%
IC
250
Intersect Capital
California
$442K – – –
8 9
10
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