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DocuSign
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Overview Fund Activity

732 hedge funds and large institutions have $24.7B invested in DocuSign in 2020 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 257 increasing their positions, 184 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+164
Holders Change %
+28.87%
% of All Funds
15.05%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.64%
New
242
Increased
257
Reduced
184
Closed
72
Calls
$1.03B
Puts
$855M
Net Calls
+$177M
Net Calls Change
+$36.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$510M
2
Select Equity Group
Select Equity Group
New York
+$283M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$223M
4
MCM
Melvin Capital Management
New York
+$215M
5
BlackRock
BlackRock
New York
+$202M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$678M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$393M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$390M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$368M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
451
FDx Advisors
Illinois
$690K +$690K +4,006 New
Los Angeles Capital Management
452
Los Angeles Capital Management
California
$671K -$12.4M -71,793 -95%
TC
453
TownSquare Capital
Utah
$660K -$3.95M -20,812 -86%
VC
454
Voit & Company
Wisconsin
$660K -$383K -2,225 -37%
VFA
455
Valeo Financial Advisors
Indiana
$629K +$72.7K +422 +13%
AIP
456
Ameritas Investment Partners
Nebraska
$625K +$625K +3,629 New
BRWA
457
B. Riley Wealth Advisors
Florida
$620K +$620K +3,592 New
SF
458
Symphony Financial
Texas
$619K +$619K +3,592 New
CM
459
Castleark Management
Illinois
$611K – – –
HWM
460
Hohimer Wealth Management
Washington
$610K -$438K -2,546 -42%
TWM
461
Titus Wealth Management
California
$603K +$218K +1,265 +57%
RCIM
462
Russell Clark Investment Management
United Kingdom
$603K +$603K +3,500 New
SS
463
Simplicity Solutions
Minnesota
$602K +$602K +3,494 New
CAN
464
Cetera Advisor Networks
California
$600K +$108K +625 +22%
FFA
465
First Foundation Advisors
California
$599K -$142K -822 -19%
MAFM
466
Mid Atlantic Financial Management
Pennsylvania
$597K -$778K -4,521 -57%
ECM
467
Evergreen Capital Management
Washington
$588K +$6.88K +40 +1%
RHBC
468
R.H. Bluestein & Co
Michigan
$581K -$280K -1,625 -33%
LA
469
LVW Advisors
New York
$577K +$577K +3,350 New
ORI
470
Oak Ridge Investments
Illinois
$576K +$576K +3,346 New
RCM
471
Radnor Capital Management
Pennsylvania
$569K -$587K -3,280 -51%
CAW
472
Cornerstone Advisors (Washington)
Washington
$569K +$28.3K +164 +5%
ED
473
Exane Derivatives
France
$568K +$568K +3,300 New
CAGAS
474
Capital Advisory Group Advisory Services
Minnesota
$562K +$562K +3,266 New
MFAM
475
Motley Fool Asset Management
Virginia
$559K +$559K +3,245 New
17 18
19
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