DOCU icon

DocuSign
DOCU

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 %
AG
276
Aperio Group
California
$494K +$245K +3,305 +99%
PA
277
Parallel Advisors
California
$484K +$23.4K +316 +5%
SPM
278
Symmetry Peak Management
Pennsylvania
$482K -$638K -8,600 -57%
N
279
Natixis
France
$479K -$24.8M -335,852 -98%
CAAS
280
Capital Asset Advisory Services
Michigan
$479K +$479K +5,614 New
RCM
281
Radnor Capital Management
Pennsylvania
$479K +$479K +6,460 New
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$471K +$471K +6,361 New
AFAS
283
Acorn Financial Advisory Services
Virginia
$466K +$466K +6,293 New
PAG
284
Private Advisor Group
New Jersey
$453K +$453K +6,108 New
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$451K -$2.81K -38 -0.6%
CAN
286
Cetera Advisor Networks
California
$450K +$42.2K +587 +10%
HWM
287
Hohimer Wealth Management
Washington
$448K +$448K +6,051 New
APA
288
American Portfolios Advisors
New York
$447K +$51.1K +690 +13%
BG
289
Bollard Group
Massachusetts
$447K – – –
CIBC World Market
290
CIBC World Market
Ontario, Canada
$446K +$446K +6,021 New
AIM
291
Axiom Investment Management
New York
$442K +$4.82K +65 +1%
Aberdeen Group
292
Aberdeen Group
United Kingdom
$442K +$11K +148 +3%
ProShare Advisors
293
ProShare Advisors
Maryland
$442K +$12.1K +163 +3%
JWM
294
Jupiter Wealth Management
Colorado
$436K – – –
IA
295
IFP Advisors
Florida
$429K -$3.42K -45 -0.8%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$425K +$2K +27 +0.5%
TI
297
Trexquant Investment
Connecticut
$422K +$422K +5,700 New
MAFM
298
Mid Atlantic Financial Management
Pennsylvania
$418K – – –
PRC
299
Pearl River Capital
Michigan
$416K +$416K +5,618 New
Coatue Management
300
Coatue Management
New York
$409K +$409K +5,516 New
10 11
12
13 14