DOCU icon

DocuSign
DOCU

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
1
Whale Rock Capital Management
Massachusetts
$171M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$271M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$135M
4
Victory Capital Management
4
Victory Capital Management
Texas
$252M
5
BlackRock
5
BlackRock
New York
$812M

Top Sellers

1
BCVI
1
Bain Capital Venture Investors
Massachusetts
$245M
2
Capital World Investors
2
Capital World Investors
California
$326M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$159M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.05B
5
JCAM
5
Jericho Capital Asset Management
New York
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
501
IFP Advisors
Florida
$29K -$439K -5,295 -94%
Acadian Asset Management
502
Acadian Asset Management
Massachusetts
$29K -$17.4K -186 -38%
MF
503
Manchester Financial
California
$28K +$23.3K +250 +500%
AS
504
Altshuler Shaham
Israel
$26K +$25.2K +273 +3,033%
TC
505
Truvestments Capital
Florida
$25K +$25K +276 New
VAIA
506
Virtus Alternative Investment Advisers
Connecticut
$24K +$24K +255 New
FHA
507
First Horizon Advisors
Tennessee
$23K – – –
FRA
508
Front Row Advisors
California
$22K +$22K +210 New
BAM
509
Bellevue Asset Management
Washington
$21K – – –
CT
510
Clearstead Trust
Maine
$21K +$21K +229 New
AA
511
Advisory Alpha
Michigan
$20.4K – – –
LIA
512
LS Investment Advisors
Michigan
$19K -$125K -1,370 -87%
GEA
513
Glen Eagle Advisors
New Jersey
$18.9K +$8.78K +95 +86%
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$9K +100 +100%
CFO
515
CVA Family Office
Colorado
$18K +$18K +200 New
AIM
516
AIA Investment Management
Singapore
$17K – – –
TCOV
517
Trust Company of Vermont
Vermont
$16K +$16K +170 New
GWMIA
518
Global Wealth Management Investment Advisory
Florida
$14K – – –
AIM
519
Artemis Investment Management
United Kingdom
$13.5K -$128 -1,418 -0.9%
BL
520
Balentine LLC
Georgia
$13K +$13K +141 New
PFBT
521
Parkside Financial Bank & Trust
Missouri
$11K -$3.76K -40 -25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
522
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K +$11K +120 New
GRP
523
Global Retirement Partners
California
$10K +$10K +105 New
PRC
524
Pearl River Capital
Michigan
$9K -$497K -5,518 -98%
FCA
525
FinTrust Capital Advisors
South Carolina
$9K – – –
19 20
21
22 23