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DocuSign
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Overview Fund Activity

347 hedge funds and large institutions have $6.07B invested in DocuSign in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 148 increasing their positions, 71 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
–
Holders Change %
0%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.26%
New
87
Increased
148
Reduced
71
Closed
81
Calls
$187M
Puts
$99.3M
Net Calls
+$88.2M
Net Calls Change
+$47.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$812M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$152M
3
BlackRock
3
BlackRock
New York
$255M
4
MCMC
4
Matrix Capital Management Company
New Hampshire
$86.6M
5
State Street
5
State Street
Massachusetts
$122M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.7M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
MCM
3
Melvin Capital Management
New York
$0
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$0
5
HCM
5
Hitchwood Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
326
Destination Wealth Management
California
$8K – – –
GT
327
Glenmede Trust
Pennsylvania
$7.92K -$5.77K -116,045 -42%
FGAM
328
Financial Gravity Asset Management
Texas
$7K – – –
SMFS
329
Squar Milner Financial Services
California
$5K -$4.63K -87 -48%
ACS
330
Archford Capital Strategies
Illinois
$5K +$5K +100 New
MWM
331
Merriman Wealth Management
Washington
$4.35K – – –
TWA
332
TCI Wealth Advisors
Arizona
$4K -$741 -15 -16%
ATC
333
Adirondack Trust Company
New York
$4K – – –
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$4K +$1.01K +18 +34%
AWM
335
Avior Wealth Management
Nebraska
$4K +$4K +72 New
SWP
336
Strategic Wealth Partners
Ohio
$3K – – –
GEA
337
Glen Eagle Advisors
New Jersey
$2.49K – – –
BRWM
338
B. Riley Wealth Management
Tennessee
$2.05K -$141 -2,843 -6%
LWM
339
Liberty Wealth Management
California
$2K – – –
WCG
340
Weaver Consulting Group
California
$2K – – –
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$2K +$2K +42 New
RE
342
RBC Europe
United Kingdom
$1.09K – – –
WAS
343
Winch Advisory Services
Wisconsin
$1K +$1K +25 New
MAM
344
Meeder Asset Management
Ohio
$1K +$1K +28 New
FCH
345
Freestone Capital Holdings
Washington
$793 – – –
SQA
346
Simon Quick Advisors
New Jersey
$398 +$398 +8 New
BCPEM
347
Bain Capital Public Equity Management
Massachusetts
– -$158M -3,051,166 Closed
Artisan Partners
348
Artisan Partners
Wisconsin
– -$62.8M -1,211,987 Closed
MCM
349
Melvin Capital Management
New York
– -$62.2M -1,200,000 Closed
State of Wisconsin Investment Board
350
State of Wisconsin Investment Board
Wisconsin
– -$56.3M -1,085,555 Closed
12 13
14
15 16