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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 %
9WM
451
9258 Wealth Management
Ohio
$920K +$551K +2,723 +149%
CAPTRUST Financial Advisors
452
CAPTRUST Financial Advisors
North Carolina
$919K -$135K -609 -13%
CRWM
453
Castle Rock Wealth Management
California
$914K +$189K +866 +26%
ED
454
Exane Derivatives
France
$911K +$201K +934 +28%
WWM
455
WT Wealth Management
Arizona
$902K -$202K -938 -18%
Acadian Asset Management
456
Acadian Asset Management
Massachusetts
$895K +$296K +1,376 +49%
BDF
457
Balasa Dinverno & Foltz
$894K +$625K +2,907 +233%
WCA
458
Westover Capital Advisors
Delaware
$890K -$201K -935 -18%
Nisa Investment Advisors
459
Nisa Investment Advisors
Missouri
$882K -$129K -600 -13%
TWM
460
Titus Wealth Management
California
$875K +$122K +565 +16%
SRAM
461
Spouting Rock Asset Management
Pennsylvania
$868K +$868K +4,031 New
MFAM
462
Motley Fool Asset Management
Virginia
$864K +$143K +643 +20%
PIA
463
Perennial Investment Advisors
California
$862K +$862K +4,005 New
Credit Agricole
464
Credit Agricole
France
$861K +$861K +4,000 New
PCIA
465
Prime Capital Investment Advisors
Kansas
$840K +$840K +3,901 New
IMRF
466
Illinois Municipal Retirement Fund
Illinois
$830K +$830K +3,857 New
EP
467
Eudaimonia Partners
Tennessee
$829K +$795K +3,692 +2,308%
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$828K +$828K +3,846 New
HIIFS
469
Harel Insurance Investments & Financial Services
Israel
$825K +$162K +752 +24%
CMI
470
Clare Market Investments
Texas
$820K -$1.77M -8,245 -68%
HWM
471
Hohimer Wealth Management
Washington
$810K – – –
KPWS
472
Kestra Private Wealth Services
Texas
$809K +$809K +3,761 New
RJT
473
Raymond James Trust
Florida
$799K +$169K +785 +27%
EIM
474
Essex Investment Management
Massachusetts
$796K +$796K +3,700 New
AL
475
AJO LP
Pennsylvania
$795K +$795K +3,696 New
17 18
19
20 21