DOCU icon

DocuSign
DOCU

Overview Fund Activity

388 hedge funds and large institutions have $8.96B invested in DocuSign in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 142 increasing their positions, 90 reducing their positions, and 59 closing their positions.

Holders
388
Holders Change
+41
Holders Change %
+11.82%
% of All Funds
8.52%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
100
Increased
142
Reduced
90
Closed
59
Calls
$257M
Puts
$270M
Net Calls
-$13M
Net Calls Change
-$101M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.3B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$758M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$424M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$222M
5
BlackRock
5
BlackRock
New York
$434M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$96.7M
2
Wells Fargo
2
Wells Fargo
California
$68.4M
3
HLA
3
Hamilton Lane Advisors
Pennsylvania
$1.61M
4
Franklin Resources
4
Franklin Resources
California
$105M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
326
Rehmann Capital Advisory Group
Michigan
$167K 2,690 +1,135 +73%
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$160K 2,584 +1,865 +259%
HAM
328
Highstreet Asset Management
Ontario, Canada
$159K 2,571 -2,763 -52%
CTC
329
Central Trust Company
Missouri
$155K 2,500 – –
FHA
330
Flagship Harbor Advisors
Massachusetts
$152K 2,463 -185 -7%
TAM
331
Tiverton Asset Management
Delaware
$128K 2,059 – –
HI
332
Hudock Inc
Pennsylvania
$124K 2,003 -43 -2%
SIAS
333
Shine Investment Advisory Services
Colorado
$123K 1,990 – –
WTC
334
WhitTier Trust Company
Nevada
$105K 1,700 +1,000 +143%
HIIFS
335
Harel Insurance Investments & Financial Services
Israel
$104K 1,672 +1,672 New
CAM
336
CenterStar Asset Management
Illinois
– – – –
LIA
337
LS Investment Advisors
Michigan
$94K 1,523 – –
NFG
338
Next Financial Group
Texas
$88K 1,429 -2,648 -65%
ST
339
Smithfield Trust
Pennsylvania
$74K 1,194 – –
LS
340
Livforsakringsbolaget Skandia
Sweden
$74K 1,200 – –
RWG
341
Regal Wealth Group
California
$62K 1,000 – –
CI
342
CAZ Investments
Texas
$58K 933 – –
PCG
343
Private Capital Group
Connecticut
$53K 848 +848 New
GWM
344
Geneos Wealth Management
Colorado
$51K 845 -749 -47%
PCM
345
Prelude Capital Management
New York
$50K 800 +800 New
MIFH
346
Migdal Insurance & Financial Holdings
Israel
$48K 782 +13 +2%
SFS
347
Sowell Financial Services
Arkansas
$41K 660 +660 New
SIM
348
Sonora Investment Management
Arizona
$37K 600 – –
AIM
349
ARK Investment Management
Florida
$36K 585 +585 New
WT
350
Whittier Trust
California
$35K 560 +390 +229%
12 13
14
15 16