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Overview Fund Activity

844 hedge funds and large institutions have $29.6B invested in DocuSign in 2020 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 291 increasing their positions, 298 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+112
Holders Change %
+15.3%
% of All Funds
17.07%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.42%
New
195
Increased
291
Reduced
298
Closed
82
Calls
$1.96B
Puts
$1.79B
Net Calls
+$173M
Net Calls Change
-$4.37M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$890M
2
Jennison Associates
Jennison Associates
New York
+$303M
3
BlackRock
BlackRock
New York
+$278M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$233M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$868M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$542M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$464M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$284M
5
Select Equity Group
Select Equity Group
New York
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
Morse Asset Management
Connecticut
$1.87M -$824K -3,830 -31%
Nordea Investment Management
352
Nordea Investment Management
Sweden
$1.81M -$1.24M -5,749 -41%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$46.1K +214 +3%
JWCA
354
J.W. Cole Advisors
Florida
$1.78M +$1.78M +8,267 New
PPSG
355
Princeton Portfolio Strategies Group
New Jersey
$1.77M -$988K -4,590 -36%
BB
356
Busey Bank
Illinois
$1.77M -$601K -2,795 -25%
CA
357
Cetera Advisors
Colorado
$1.76M -$630K -2,926 -26%
CTA
358
Chesley Taft & Associates
Illinois
$1.72M -$368K -1,710 -18%
FHA
359
Flagship Harbor Advisors
Massachusetts
$1.72M +$119K +554 +7%
NA
360
NewEdge Advisors
Louisiana
$1.7M -$270K -1,255 -14%
Comerica Bank
361
Comerica Bank
Texas
$1.69M -$58.1K -264 -3%
MAM
362
Meeder Asset Management
Ohio
$1.64M -$1M -4,672 -38%
WCM
363
Washburn Capital Management
Florida
$1.61M +$238K +1,105 +17%
OAM
364
Optimal Asset Management
California
$1.61M +$738K +3,431 +85%
VWA
365
V Wealth Advisors
Kansas
$1.6M -$837K -3,888 -34%
LSA
366
L & S Advisors
California
$1.59M +$1.59M +7,401 New
LFAS
367
Level Four Advisory Services
Texas
$1.59M -$283K -1,314 -15%
SPIA
368
Steward Partners Investment Advisory
New York
$1.58M +$187K +869 +13%
HH
369
Hilltop Holdings
Texas
$1.58M +$472K +2,193 +43%
PA
370
Paragon Advisors
Texas
$1.55M +$258K +1,197 +20%
SPC
371
Sigma Planning Corp
Michigan
$1.55M +$355K +1,648 +30%
WS
372
Wedbush Securities
California
$1.55M +$297K +1,380 +24%
BRWA
373
B. Riley Wealth Advisors
Florida
$1.52M +$775K +3,748 +104%
AIM
374
Aspen Investment Management
Michigan
$1.51M -$396K -1,838 -21%
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
$1.5M +$601K +2,793 +67%
13 14
15
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