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DocuSign
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Overview Fund Activity

568 hedge funds and large institutions have $13.6B invested in DocuSign in 2020 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 207 increasing their positions, 139 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+115
Holders Change %
+25.39%
% of All Funds
12.55%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.51%
New
165
Increased
207
Reduced
139
Closed
47
Calls
$350M
Puts
$209M
Net Calls
+$141M
Net Calls Change
-$54.3M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
$171M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
3
GGHC
Gilder Gagnon Howe & Co
New York
$135M
4
Victory Capital Management
Victory Capital Management
Texas
$252M
5
BlackRock
BlackRock
New York
$812M

Top Sellers

1
BCVI
Bain Capital Venture Investors
Massachusetts
$245M
2
Capital World Investors
Capital World Investors
California
$326M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$159M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.05B
5
JCAM
Jericho Capital Asset Management
New York
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$738K +$217K +2,353 +42%
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$732K – – –
CMI
303
Clare Market Investments
Texas
$731K +$361K +3,905 +97%
LFAS
304
Level Four Advisory Services
Texas
$727K -$47.1K -511 -6%
AAM
305
Advisors Asset Management
Colorado
$727K +$102K +1,100 +16%
LSAG
306
Lake Street Advisors Group
New Hampshire
$725K +$10.1K +109 +1%
Prudential Financial
307
Prudential Financial
New Jersey
$714K +$19.3K +209 +3%
BCP
308
Berkeley Capital Partners
Georgia
$702K -$260K -2,814 -27%
WCM
309
Weld Capital Management
New York
$695K +$695K +7,525 New
PP
310
Paloma Partners
Connecticut
$691K +$691K +7,479 New
OSIA
311
O'Shares Investment Advisers
Massachusetts
$689K +$36.5K +395 +6%
EMG
312
Ellington Management Group
Connecticut
$684K +$684K +7,400 New
BIM
313
Bridgecreek Investment Management
Oklahoma
$676K +$676K +7,315 New
VIA
314
Vident Investment Advisory
Georgia
$676K +$676K +7,321 New
Ensign Peak Advisors
315
Ensign Peak Advisors
Utah
$669K +$331K +3,581 +98%
IC
316
Intersect Capital
California
$668K +$7.76K +84 +1%
PA
317
PSI Advisors
Florida
$666K -$76.8K -832 -10%
HWM
318
Hohimer Wealth Management
Washington
$659K +$4.33K +40 +0.7%
GC
319
Guggenheim Capital
Illinois
$655K -$256K -2,770 -28%
EWA
320
EP Wealth Advisors
California
$648K -$75.2K -814 -10%
VFA
321
Voya Financial Advisors
Connecticut
$646K +$277K +3,139 +75%
BT
322
Brandywine Trust
Delaware
$630K – – –
AFAS
323
Acorn Financial Advisory Services
Virginia
$620K +$38.2K +413 +7%
DAM
324
Doheny Asset Management
California
$619K – – –
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$616K +$377K +4,085 +158%
11 12
13
14 15