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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
$390M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$533M
3
Victory Capital Management
Victory Capital Management
Texas
$73.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.4M

Top Sellers

1
SI
Salesforce Inc
California
$0
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$56.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
4
IHG
Insight Holdings Group
New York
$0
5
APC
Alta Park Capital
California
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
251
NorthRock Partners
Minnesota
$259K – – –
SAM
252
Symphony Asset Management
California
$258K +$258K +4,971 New
AAS
253
Avantax Advisory Services
Texas
$247K +$247K +4,764 New
VC
254
Voit & Company
Wisconsin
$246K -$290K -5,600 -54%
SPM
255
Symmetry Peak Management
Pennsylvania
$246K +$246K +4,750 New
CIBC World Market
256
CIBC World Market
Ontario, Canada
$240K +$240K +4,638 New
Lido Advisors
257
Lido Advisors
California
$239K +$239K +4,620 New
BNP Paribas Financial Markets
258
BNP Paribas Financial Markets
France
$230K -$1.46M -28,161 -86%
OAM
259
Oppenheimer Asset Management
New York
$227K +$25.8K +498 +13%
WP
260
WMS Partners
Maryland
$226K +$226K +4,356 New
LFAS
261
Level Four Advisory Services
Texas
$226K +$226K +4,365 New
HAG
262
HighPoint Advisor Group
Illinois
$218K +$218K +4,111 New
PG
263
Pendal Group
Australia
$213K +$213K +4,116 New
JA
264
JOYN Advisors
Georgia
$212K +$95.3K +1,840 +82%
SPIA
265
Steward Partners Investment Advisory
New York
$207K +$207K +3,998 New
TC
266
TradeLink Capital
Illinois
$207K +$207K +4,000 New
IAA
267
Independent Advisor Alliance
North Carolina
$204K +$204K +3,940 New
SG Americas Securities
268
SG Americas Securities
New York
$194K +$194K +3,738 New
MC
269
Machina Capital
France
$192K +$192K +3,708 New
PA
270
Parallel Advisors
California
$186K +$139K +2,687 +297%
SO
271
STRS Ohio
Ohio
$182K +$182K +3,526 New
TK
272
TIAA Kaspick
Massachusetts
$176K +$176K +3,398 New
VFA
273
Valeo Financial Advisors
Indiana
$171K +$17.4K +335 +11%
P8IP
274
Pier 88 Investment Partners
California
$169K +$169K +3,260 New
LHC
275
Little House Capital
Massachusetts
$167K +$167K +3,227 New
9 10
11
12 13