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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 %
ST
526
Smithfield Trust
Pennsylvania
$404K +$10.3K +60 +3%
BCM
527
Beck Capital Management
Texas
$398K +$398K +2,309 New
OIA
528
OneDigital Investment Advisors
Kansas
$397K -$199K -1,000 -33%
VCA
529
Verdence Capital Advisors
Maryland
$397K +$397K +2,303 New
MYAM
530
Meiji Yasuda Asset Management
Japan
$391K +$391K +2,270 New
Cetera Investment Advisers
531
Cetera Investment Advisers
Illinois
$389K -$80.1K -465 -17%
SFA
532
Sequoia Financial Advisors
Ohio
$387K +$387K +2,246 New
TP
533
Truvvo Partners
New York
$386K – – –
WAS
534
Wealth Advisory Solutions
Indiana
$381K +$381K +2,218 New
Westfield Capital Management
535
Westfield Capital Management
Massachusetts
$375K -$559K -3,250 -60%
LHC
536
Little House Capital
Massachusetts
$375K -$266K -1,545 -41%
TIS
537
Tortoise Index Solutions
Kansas
$372K -$495K -2,879 -57%
PSUF
538
People's United Financial
Connecticut
$367K +$367K +2,138 New
MPM
539
Meritage Portfolio Management
Kansas
$366K +$366K +2,125 New
AWS
540
AJ Wealth Strategies
New York
$359K +$359K +2,083 New
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$357K +$115K +668 +48%
AAM
542
Aureus Asset Management
Massachusetts
$355K -$83.7K -486 -19%
WJWM
543
Williams Jones Wealth Management
New York
$349K +$349K +2,025 New
CPIG
544
Chicago Partners Investment Group
Illinois
$348K +$348K +1,771 New
TRCT
545
Tower Research Capital (TRC)
New York
$348K +$348K +2,021 New
MIP
546
Marietta Investment Partners
Wisconsin
$348K +$348K +2,022 New
SDH
547
Sloy Dahl & Holst
Washington
$341K +$341K +1,981 New
SW
548
SteelPeak Wealth
California
$336K +$336K +1,954 New
HI
549
Hudock Inc
Pennsylvania
$334K – – –
RWA
550
Redhawk Wealth Advisors
Minnesota
$333K +$333K +1,931 New
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