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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
$271M
3
GGHC
Gilder Gagnon Howe & Co
New York
$135M
4
Victory Capital Management
Victory Capital Management
Texas
$252M
5
BlackRock
BlackRock
New York
$812M

Top Sellers

1
BCVI
Bain Capital Venture Investors
Massachusetts
$245M
2
Capital World Investors
Capital World Investors
California
$326M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$159M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.05B
5
JCAM
Jericho Capital Asset Management
New York
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
476
CNB Bank
Pennsylvania
$102K +$102K +1,097 New
PNC Financial Services Group
477
PNC Financial Services Group
Pennsylvania
$90K -$480K -5,128 -84%
FP
478
Financial Perspectives
Minnesota
$87.2K +$27.6K +299 +46%
CI
479
CAZ Investments
Texas
$86K – – –
GWM
480
Geneos Wealth Management
Colorado
$86K +$16.5K +200 +24%
SOADOR
481
State of Alaska Department of Revenue
Alaska
$83K +$83K +899 New
AAP
482
Arax Advisory Partners
Colorado
$79K +$79K +856 New
WEC
483
Winslow Evans & Crocker
Massachusetts
$76K +$38.2K +400 +101%
SWM
484
Selective Wealth Management
Virginia
$67K -$6.7M -72,200 -99%
MHR
485
Matthew Hamilton Rosenberg
$65K +$65K +700 New
SIM
486
Sonora Investment Management
Arizona
$60K – – –
WLPWM
487
Walled Lake Planning & Wealth Management
Illinois
$60K – – –
OIA
488
Optimum Investment Advisors
Illinois
$55K +$55K +600 New
HFS
489
HBC Financial Services
Washington
$49K +$48.9K +5,350 +53,500%
RWG
490
Regal Wealth Group
California
$46K – – –
ZB
491
Zions Bancorporation
Utah
$44K – – –
CYG
492
Clean Yield Group
Vermont
$42K – – –
RE
493
RBC Europe
United Kingdom
$39.3K +$20.8K +225 +113%
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$37K -$15.6K -170 -30%
NSIM
495
North Star Investment Management
Illinois
$37K – – –
AWA
496
Arkadios Wealth Advisors
Georgia
$35.9K – – –
WAM
497
Wolverine Asset Management
Illinois
$34K +$34K +375 New
EI
498
Ellevest Inc
New York
$33K +$13.1K +143 +66%
FCM
499
Firestone Capital Management
Florida
$32K +$32K +350 New
FA
500
Forefront Analytics
Pennsylvania
$31K +$31K +335 New
18 19
20
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