DOCU icon

DocuSign
DOCU

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 %
PCIA
426
Prime Capital Investment Advisors
Kansas
$11K +$11K +146 New
GEA
427
Glen Eagle Advisors
New Jersey
$8.15K +$4.45K +60 +120%
ATC
428
Adirondack Trust Company
New York
$7K – – –
FCA
429
FinTrust Capital Advisors
South Carolina
$7K – – –
PFP
430
Pinnacle Financial Partners
Tennessee
$7K +$7K +95 New
EARNEST Partners
431
EARNEST Partners
Georgia
$7K +$7K +95 New
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +100 New
SL
433
Savior LLC
Massachusetts
$7K +$7K +100 New
MAM
434
Meeder Asset Management
Ohio
$6K +$4.02K +57 +204%
TWA
435
TCI Wealth Advisors
Arizona
$5K – – –
ETC
436
Exchange Traded Concepts
Oklahoma
$5K +$5K +63 New
HNB
437
Huntington National Bank
Ohio
$4K – – –
MF
438
Manchester Financial
California
$4K +$4K +50 New
PCG
439
Private Capital Group
Connecticut
$3K -$45K -795 -94%
LWM
440
Liberty Wealth Management
California
$3K – – –
TFA
441
Toth Financial Advisory
Virginia
$3K – – –
BFC
442
Bedel Financial Consulting
Indiana
$3K – – –
PA
443
Procyon Advisors
Connecticut
$3K +$3K +44 New
PAA
444
Peregrine Asset Advisers
Oregon
$2.2K +$2.2K +29,659 New
WCG
445
Weaver Consulting Group
California
$2K – – –
TCM
446
Tradewinds Capital Management
Washington
$2K +$2K +27 New
AS
447
Altshuler Shaham
Israel
$1K +$1K +9 New
GWS
448
Glassman Wealth Services
Virginia
$1K +$1K +9 New
HFS
449
HBC Financial Services
Washington
$1K +$1K +10 New
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +19 New
16 17
18
19 20