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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 %
SG Americas Securities
401
SG Americas Securities
New York
$321K +$25.4K +275 +9%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
ECM
403
Evergreen Capital Management
Washington
$312K – – –
SB
404
Strategic Blueprint
Georgia
$306K +$306K +3,311 New
Caisse de Depot et Placement du Quebec (CDPQ)
405
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$305K +$305K +3,300 New
VFA
406
Valeo Financial Advisors
Indiana
$292K -$16.4K -181 -5%
LG
407
LaFleur & Godfrey
Michigan
$292K – – –
CAW
408
Cornerstone Advisors (Washington)
Washington
$290K +$13.7K +148 +5%
OPS
409
Orion Portfolio Solutions
Nebraska
$286K +$740 +8 +0.3%
EH
410
Equitable Holdings
New York
$285K -$133K -1,442 -32%
MAP
411
Moody Aldrich Partners
Massachusetts
$283K +$283K +3,060 New
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$283K +$283K +3,074 New
SPM
413
Symmetry Peak Management
Pennsylvania
$282K -$318K -3,446 -53%
HMS
414
Hanseatic Management Services
New Mexico
$278K +$278K +3,008 New
SWP
415
Stratos Wealth Partners
Ohio
$278K +$278K +3,012 New
SMFS
416
Squar Milner Financial Services
California
$277K +$35K +380 +14%
SAM
417
Symphony Asset Management
California
$276K -$125K -1,354 -31%
MIC
418
Means Investment Company
Maine
$272K +$272K +2,671 New
WAM
419
World Asset Management
Michigan
$269K -$145K -1,569 -35%
Nordea Investment Management
420
Nordea Investment Management
Sweden
$268K – – –
NL
421
NKCFO LLC
Illinois
$268K +$268K +2,900 New
WA
422
Wealth Alliance
New York
$267K +$267K +2,885 New
CAN
423
Cetera Advisor Networks
California
$264K -$314K -3,404 -54%
CA
424
Cetera Advisors
Colorado
$264K +$12.7K +137 +5%
RFA
425
Reilly Financial Advisors
California
$259K +$259K +2,800 New
15 16
17
18 19