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DocuSign
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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 %
AIL
376
AGF Investments LLC
Ontario, Canada
$1.49M -$459K -2,130 -24%
Capstone Investment Advisors
377
Capstone Investment Advisors
New York
$1.48M +$1.48M +6,886 New
NEIRG
378
New England Investment & Retirement Group
Massachusetts
$1.47M -$635K -2,952 -30%
S
379
Seeyond
France
$1.47M +$933K +4,336 +175%
EF
380
Empowered Funds
Pennsylvania
$1.45M +$1.45M +6,719 New
DAM
381
Doheny Asset Management
California
$1.44M -$208K -965 -13%
SEIA
382
Signature Estate & Investment Advisors
California
$1.44M -$278K -1,291 -16%
QT
383
Quantbot Technologies
New York
$1.43M +$1.43M +6,639 New
SCP
384
Syntal Capital Partners
Texas
$1.43M -$1.22M -5,675 -46%
SWP
385
Stratos Wealth Partners
Ohio
$1.41M +$405K +1,883 +40%
LNWWM
386
Laird Norton Wetherby Wealth Management
California
$1.4M -$22K -102 -2%
MIP
387
Marietta Investment Partners
Wisconsin
$1.38M +$949K +4,409 +218%
GWSG
388
GPS Wealth Strategies Group
Colorado
$1.38M +$1.38M +6,407 New
NFG
389
Next Financial Group
Texas
$1.37M +$383K +1,779 +39%
ACM
390
Aljian Capital Management
Nevada
$1.32M +$355K +1,650 +37%
GAM
391
Grandview Asset Management
Pennsylvania
$1.32M -$51.4K -239 -4%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$1.31M +$628K +2,921 +92%
TVWM
393
Tower View Wealth Management
Wisconsin
$1.31M -$232K -1,080 -15%
O
394
Ossiam
France
$1.31M -$4.85M -22,534 -79%
BCV
395
Banque Cantonale Vaudoise
Switzerland
$1.3M -$347K -1,611 -21%
Cerity Partners
396
Cerity Partners
New York
$1.29M -$112K -522 -8%
PCR
397
Potrero Capital Research
California
$1.29M – – –
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$763K -3,544 -37%
AW
399
ACG Wealth
Georgia
$1.28M +$761K +3,535 +148%
DADC
400
D.A. Davidson & Co
Montana
$1.28M +$138K +639 +12%
14 15
16
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