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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 %
GEA
501
Glen Eagle Advisors
New Jersey
$457K +$421K +2,446 +1,193%
SCA
502
Spearhead Capital Advisors
Florida
$456K +$61.3K +356 +16%
TC
503
Telemus Capital
Michigan
$454K +$454K +2,160 New
CTC
504
Central Trust Company
Missouri
$452K +$64.3K +373 +17%
WA
505
Wealth Alliance
New York
$450K -$46.5K -270 -9%
JIC
506
Joel Isaacson & Co
New York
$448K – – –
CL
507
CPWM LLC
Washington
$447K – – –
OPS
508
Orion Portfolio Solutions
Nebraska
$442K -$90.2K -524 -17%
SB
509
Strategic Blueprint
Georgia
$439K -$131K -761 -23%
WTC
510
WhitTier Trust Company
Nevada
$438K -$10.3K -60 -2%
DAS
511
Dynamic Advisor Solutions
Arizona
$438K +$438K +2,545 New
WP
512
WealthPLAN Partners
Nebraska
$435K -$154K -773 -26%
ST
513
Somerset Trust
Pennsylvania
$434K +$434K +2,519 New
Walleye Capital
514
Walleye Capital
New York
$429K -$44K -255 -9%
S
515
Seeyond
France
$427K -$1.03M -6,004 -71%
SWM
516
SeaCrest Wealth Management
New York
$422K +$422K +2,451 New
FCH
517
Freestone Capital Holdings
Washington
$421K +$96.8K +10,520 +30%
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$420K +$420K +2,440 New
GWM
519
Geneos Wealth Management
Colorado
$415K +$230K +1,295 +124%
SP
520
Symmetry Partners
Connecticut
$415K +$415K +2,407 New
AW
521
ACG Wealth
Georgia
$412K +$412K +2,395 New
NP
522
NorthRock Partners
Minnesota
$408K -$3.79K -22 -0.9%
CIP
523
Chartwell Investment Partners
Pennsylvania
$406K +$406K +2,356 New
ALAM
524
Asahi Life Asset Management
Japan
$405K -$564K -3,270 -58%
CG
525
Caprock Group
Idaho
$405K +$405K +2,354 New
19 20
21
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