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DocuSign
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Overview Fund Activity

453 hedge funds and large institutions have $10.7B invested in DocuSign in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+65
Holders Change %
+16.75%
% of All Funds
8.95%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
113
Increased
150
Reduced
131
Closed
41
Calls
$442M
Puts
$247M
Net Calls
+$195M
Net Calls Change
+$208M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$184M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$94.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$71.7M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$70.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$58.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$222M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$166M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$82.9M
4
Millennium Management
Millennium Management
New York
-$58.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
251
Davenport & Co
Virginia
$608K +$89.3K +1,205 +17%
SXL
252
Summit X LLC
Missouri
$605K -$648K -8,881 -52%
PA
253
PSI Advisors
Florida
$596K +$596K +8,050 New
BBVA
254
Banco Bilbao Vizcaya Argentaria
Spain
$587K +$587K +7,932 New
EWA
255
EP Wealth Advisors
California
$580K – – –
LSAG
256
Lake Street Advisors Group
New Hampshire
$573K +$7.19K +97 +1%
UR
257
USCA RIA
Texas
$571K – – –
SAM
258
Sompo Asset Management
Japan
$571K +$108K +1,450 +23%
WWM
259
WT Wealth Management
Arizona
$565K -$112K -1,507 -16%
Prudential Financial
260
Prudential Financial
New Jersey
$557K -$7.41K -100 -1%
Invesco
261
Invesco
Georgia
$540K -$62.8K -846 -10%
FPCP
262
Fort Point Capital Partners
California
$540K – – –
Lido Advisors
263
Lido Advisors
California
$539K +$59K +796 +12%
Comerica Bank
264
Comerica Bank
Texas
$534K +$38.5K +487 +8%
IC
265
Intersect Capital
California
$530K – – –
CAM
266
Cresset Asset Management
Illinois
$526K +$526K +7,102 New
OSIA
267
O'Shares Investment Advisers
Massachusetts
$523K -$122K -1,641 -19%
HH
268
Hilltop Holdings
Texas
$519K -$120K -1,623 -19%
KBC Group
269
KBC Group
Belgium
$509K +$509K +6,864 New
CWA
270
Clarus Wealth Advisors
Arizona
$506K +$160K +2,108 +46%
BT
271
Brandywine Trust
Delaware
$505K – – –
AAM
272
Advisors Asset Management
Colorado
$501K -$6.81K -92 -1%
TCM
273
Teza Capital Management
Illinois
$498K +$183K +2,464 +58%
AR
274
Advisory Research
Illinois
$498K +$498K +6,721 New
DP
275
DSAM Partners
United Kingdom
$495K +$495K +6,685 New
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