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 %
BM
301
Brandywine Managers
Delaware
$408K – – –
FNBT
302
FineMark National Bank & Trust
Florida
$405K – – –
SFO
303
Stokes Family Office
Louisiana
$402K +$402K +5,424 New
TIS
304
Tortoise Index Solutions
Kansas
$399K +$124K +1,673 +45%
IF
305
IRON Financial
Illinois
$398K -$3.71K -50 -0.9%
HAG
306
HighPoint Advisor Group
Illinois
$395K -$500K -6,838 -56%
TGAM
307
TBH Global Asset Management
Tennessee
$395K +$395K +5,330 New
MWM
308
Merriman Wealth Management
Washington
$393K -$963 -13 -0.2%
GCP
309
GSA Capital Partners
United Kingdom
$390K -$225K -3,032 -37%
SSA
310
Schonfeld Strategic Advisors
New York
$388K -$1.54M -20,760 -80%
CCM
311
Coldstream Capital Management
Washington
$385K +$39.6K +534 +11%
DBT
312
Dubuque Bank & Trust
Iowa
$373K +$373K +5,030 New
NSLI
313
Nan Shan Life Insurance
Taiwan
$371K -$34.8M -468,838 -99%
RHBC
314
R.H. Bluestein & Co
Michigan
$371K – – –
SPIA
315
Steward Partners Investment Advisory
New York
$368K +$10K +135 +3%
BCA
316
Berman Capital Advisors
Georgia
$367K – – –
NIT
317
NumerixS Investment Technologies
British Columbia, Canada
$366K +$366K +4,936 New
MIH
318
Meitav Investment House
Israel
$360K -$196K -2,642 -35%
OAM
319
Oppenheimer Asset Management
New York
$357K +$22.3K +301 +7%
PG
320
Pendal Group
Australia
$352K – – –
Los Angeles Capital Management
321
Los Angeles Capital Management
California
$350K -$9.26K -125 -3%
VCP
322
Verus Capital Partners
Arizona
$346K +$346K +4,674 New
EH
323
Equitable Holdings
New York
$336K +$336K +4,530 New
FC
324
FORA Capital
Florida
$334K +$334K +4,510 New
WAM
325
World Asset Management
Michigan
$332K -$24.9K -336 -7%
11 12
13
14 15