DOCU icon

DocuSign
DOCU

Overview Fund Activity

347 hedge funds and large institutions have $5.52B invested in DocuSign in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+88
Holders Change %
+33.98%
% of All Funds
7.52%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
121
Increased
132
Reduced
65
Closed
31
Calls
$135M
Puts
$94.3M
Net Calls
+$40.9M
Net Calls Change
+$26.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$390M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$533M
3
Victory Capital Management
Victory Capital Management
Texas
$73.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.4M

Top Sellers

1
SI
Salesforce Inc
California
$0
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$56.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
4
IHG
Insight Holdings Group
New York
$0
5
APC
Alta Park Capital
California
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
326
Squar Milner Financial Services
California
$9K +$5.67K +114 +170%
DWM
327
Destination Wealth Management
California
$8K – – –
FGAM
328
Financial Gravity Asset Management
Texas
$8K +$8K +150 New
MIM
329
MetLife Investment Management
New Jersey
$5.55K +$363 +7 +7%
SBL
330
Sargent Bickham Lagudis
Colorado
$5K – – –
ATC
331
Adirondack Trust Company
New York
$5K – – –
TWA
332
TCI Wealth Advisors
Arizona
$5K – – –
KL
333
KWMG LLC
Kansas
$5K – – –
CWM
334
Catamount Wealth Management
Connecticut
$5K – – –
PFP
335
Pinnacle Financial Partners
Tennessee
$5K +$5K +95 New
IA
336
IFP Advisors
Florida
$4K – – –
SWP
337
Strategic Wealth Partners
Ohio
$4K +$4K +80 New
APA
338
American Portfolios Advisors
New York
$3.58K -$116K -2,241 -97%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$3K -$962 -17 -24%
SWM
340
SeaCrest Wealth Management
New York
$3K +$3K +51 New
GEA
341
Glen Eagle Advisors
New Jersey
$2.59K – – –
LWM
342
Liberty Wealth Management
California
$2K – – –
WCG
343
Weaver Consulting Group
California
$2K +$2K +35 New
RE
344
RBC Europe
United Kingdom
$1.14K – – –
NL
345
NVWM LLC
Pennsylvania
$1K – – –
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$1K +$77 +2 +8%
PFO
347
Pathstone Family Office
New Jersey
$1K +$1K +13 New
SI
348
Salesforce Inc
California
– -$140M -3,481,584 Closed
ALIA
349
Accel London III Associates
California
– -$98.2M -2,450,858 Closed
IHG
350
Insight Holdings Group
New York
– -$64.3M -1,603,738 Closed
12 13
14
15 16