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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
+$136M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$132M
4
Victory Capital Management
Victory Capital Management
Texas
+$123M
5
BlackRock
BlackRock
New York
+$109M

Top Sellers

1
BCVI
Bain Capital Venture Investors
Massachusetts
-$200M
2
Capital World Investors
Capital World Investors
California
-$153M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$123M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$117M
5
JCAM
Jericho Capital Asset Management
New York
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
326
CIM Investment Management
Pennsylvania
$615K +$615K +6,658 New
CAM
327
Cresset Asset Management
Illinois
$613K -$42.9K -465 -7%
JWM
328
Jupiter Wealth Management
Colorado
$611K -$9.84K -95 -2%
WAM
329
Weatherly Asset Management
California
$611K +$611K +6,617 New
Cerity Partners
330
Cerity Partners
New York
$601K -$230K -2,485 -28%
AAS
331
Avantax Advisory Services
Texas
$601K +$241K +2,608 +67%
RCM
332
Radnor Capital Management
Pennsylvania
$597K – – –
PA
333
Parallel Advisors
California
$593K -$9.78K -106 -2%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$588K – – –
TNA
335
True North Advisors
Texas
$582K +$582K +6,300 New
WWM
336
WT Wealth Management
Arizona
$572K -$133K -1,440 -19%
SI
337
Stephens Inc
Arkansas
$568K +$236K +2,554 +71%
VC
338
Voit & Company
Wisconsin
$559K +$162K +1,750 +41%
BG
339
Bollard Group
Massachusetts
$557K – – –
OAM
340
Oppenheimer Asset Management
New York
$545K +$99.6K +1,077 +22%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$533K +$4.06K +44 +0.8%
FNBT
342
FineMark National Bank & Trust
Florida
$533K +$27.7K +300 +5%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$528K +$268K +2,897 +103%
Nomura Holdings
344
Nomura Holdings
Japan
$521K +$521K +5,626 New
ALAM
345
Asahi Life Asset Management
Japan
$519K +$519K +5,620 New
SFO
346
Stokes Family Office
Louisiana
$518K +$16.6K +180 +3%
Axa
347
Axa
France
$517K +$517K +5,600 New
GCP
348
GSA Capital Partners
United Kingdom
$515K +$29.1K +315 +6%
DWM
349
Dakota Wealth Management
Florida
$509K +$509K +5,504 New
BM
350
Brandywine Managers
Delaware
$508K – – –
12 13
14
15 16