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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BM
276
Brandywine Managers
Delaware
$341K 5,500 -1,000 -15%
FNBT
277
FineMark National Bank & Trust
Florida
$339K 5,470 -151 -3%
IF
278
IRON Financial
Illinois
$335K 5,416 -1,000 -16%
APA
279
American Portfolios Advisors
New York
$331K 5,342 – –
MWM
280
Merriman Wealth Management
Washington
$329K 5,317 -3,266 -38%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$324K 5,239 +5,239 New
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$319K 1,141 – –
VF
283
Virtu Financial
New York
$310K 5,005 -27,157 -84%
RHBC
284
R.H. Bluestein & Co
Michigan
$310K 5,000 -2,000 -29%
QCM
285
Quantinno Capital Management
New York
$308K 4,967 +4,967 New
HPWM
286
Highland Private Wealth Management
Washington
$307K 4,964 -10,000 -67%
Parallax Volatility Advisers
287
Parallax Volatility Advisers
California
$307K 4,960 +3,098 +166%
BCA
288
Berman Capital Advisors
Georgia
$306K 4,956 +149 +3%
Los Angeles Capital Management
289
Los Angeles Capital Management
California
$300K 4,850 +4,850 New
SPIA
290
Steward Partners Investment Advisory
New York
$299K 4,833 +575 +14%
WAM
291
World Asset Management
Michigan
$298K 4,817 +4,817 New
PG
292
Pendal Group
Australia
$294K 4,755 – –
CCM
293
Coldstream Capital Management
Washington
$289K 4,655 -130 -3%
SAM
294
Symphony Asset Management
California
$283K 4,570 -297 -6%
CWA
295
Clarus Wealth Advisors
Arizona
$283K 4,563 +4,563 New
OAM
296
Oppenheimer Asset Management
New York
$280K 4,517 +505 +13%
AAS
297
Avantax Advisory Services
Texas
$273K 4,416 -553 -11%
Manulife (Manufacturers Life Insurance)
298
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K 4,507 +4,507 New
FCM
299
Frontier Capital Management
Massachusetts
$268K 4,324 -119,787 -97%
VC
300
Voit & Company
Wisconsin
$268K 4,335 +4,335 New
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