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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 %
FHA
351
Flagship Harbor Advisors
Massachusetts
$503K +$163K +1,761 +48%
Westfield Capital Management
352
Westfield Capital Management
Massachusetts
$502K +$502K +5,430 New
PCM
353
Parsons Capital Management
Rhode Island
$502K +$502K +5,435 New
CWA
354
Clarus Wealth Advisors
Arizona
$498K -$29.1K -368 -6%
IF
355
IRON Financial
Illinois
$498K +$2.22K +24 +0.4%
ECM
356
ETrade Capital Management
Virginia
$496K +$496K +5,364 New
TGAM
357
TBH Global Asset Management
Tennessee
$490K -$2.77K -30 -0.6%
NA
358
NewEdge Advisors
Louisiana
$490K +$182K +1,973 +59%
DekaBank Deutsche Girozentrale
359
DekaBank Deutsche Girozentrale
Germany
$483K -$562K -6,316 -54%
Creative Planning
360
Creative Planning
Kansas
$475K -$313K -3,386 -40%
SO
361
STRS Ohio
Ohio
$475K +$475K +5,149 New
CCM
362
Coldstream Capital Management
Washington
$468K -$11K -119 -2%
TIS
363
Tortoise Index Solutions
Kansas
$466K -$31.6K -342 -6%
DBT
364
Dubuque Bank & Trust
Iowa
$465K – – –
BCA
365
Berman Capital Advisors
Georgia
$464K +$6.92K +75 +2%
RHBC
366
R.H. Bluestein & Co
Michigan
$462K – – –
WCA
367
Westover Capital Advisors
Delaware
$454K +$454K +4,911 New
Tudor Investment Corp
368
Tudor Investment Corp
Connecticut
$449K +$449K +4,854 New
DC
369
Diametric Capital
Massachusetts
$448K +$448K +4,845 New
CB
370
Commerce Bank
Missouri
$439K +$108K +1,171 +33%
SPC
371
Sigma Planning Corp
Michigan
$437K +$437K +4,727 New
HSA
372
HBK Sorce Advisory
Pennsylvania
$433K +$49K +530 +13%
ProShare Advisors
373
ProShare Advisors
Maryland
$432K -$118K -1,281 -21%
NFG
374
Next Financial Group
Texas
$430K +$267K +2,888 +164%
AR
375
Advisory Research
Illinois
$421K -$200K -2,162 -32%
13 14
15
16 17