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DocuSign
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Overview Fund Activity

453 hedge funds and large institutions have $10.7B invested in DocuSign in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+65
Holders Change %
+16.75%
% of All Funds
8.95%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
113
Increased
150
Reduced
131
Closed
41
Calls
$442M
Puts
$247M
Net Calls
+$195M
Net Calls Change
+$208M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.74B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$361M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$70.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$341M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24M
4
Millennium Management
Millennium Management
New York
$2.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
376
WhitTier Trust Company
Nevada
$149K +$22.7K +305 +18%
SIAS
377
Shine Investment Advisory Services
Colorado
$147K – – –
P8IP
378
Pier 88 Investment Partners
California
$143K -$762K -10,285 -84%
PCM
379
Prelude Capital Management
New York
$138K +$78.7K +1,061 +133%
NFG
380
Next Financial Group
Texas
$131K +$24.8K +333 +23%
Parallax Volatility Advisers
381
Parallax Volatility Advisers
California
$129K -$239K -3,222 -65%
QT
382
Quantbot Technologies
New York
$128K -$1.07M -14,428 -89%
HIIFS
383
Harel Insurance Investments & Financial Services
Israel
$117K -$7.29K -98 -6%
LIA
384
LS Investment Advisors
Michigan
$117K +$4.08K +55 +4%
CLOS
385
Compagnie Lombard Odier SCmA
Switzerland
$104K +$104K +1,400 New
GG
386
Gleason Group
Kentucky
$102K +$102K +1,380 New
SFS
387
Sowell Financial Services
Arkansas
$94K +$44.9K +604 +92%
HFM
388
Harvest Fund Management
China
$91K +$91K +1,252 New
LS
389
Livforsakringsbolaget Skandia
Sweden
$89K – – –
MAWCM
390
Mine & Arao Wealth Creation & Management
California
$89K +$89K +1,200 New
Chevy Chase Trust
391
Chevy Chase Trust
Maryland
$73K +$73K +979 New
CI
392
CAZ Investments
Texas
$69K – – –
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.6K +$31.5K +425 +85%
ASN
394
Advisory Services Network
Georgia
$65K -$184K -2,483 -74%
TCWM
395
Total Clarity Wealth Management
Illinois
$64K +$64K +860 New
GWM
396
Geneos Wealth Management
Colorado
$62K – – –
AIM
397
Aigen Investment Management
New York
$61K +$61K +827 New
KWM
398
Keebeck Wealth Management
Illinois
$58K +$58K +784 New
SIM
399
Sonora Investment Management
Arizona
$48K +$3.35K +45 +8%
WLPWM
400
Walled Lake Planning & Wealth Management
Illinois
$48K +$48K +647 New
14 15
16
17 18