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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 %
IAN
526
Integrated Advisors Network
Texas
$573K -$572K -2,657 -50%
CRC
527
Curi RMB Capital
Illinois
$570K +$570K +2,648 New
MYLI
528
Meiji Yasuda Life Insurance
Japan
$566K +$566K +2,629 New
AC
529
Athanor Capital
New York
$563K -$853K -3,962 -60%
Caisse de Depot et Placement du Quebec (CDPQ)
530
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$560K -$43.1K -200 -7%
JIC
531
Joel Isaacson & Co
New York
$560K – – –
RWB
532
RMR Wealth Builders
New Jersey
$560K +$278K +1,289 +98%
FA
533
FDx Advisors
Illinois
$557K -$306K -1,419 -35%
ECM
534
ETrade Capital Management
Virginia
$555K -$785K -3,646 -59%
BCA
535
Berman Capital Advisors
Georgia
$553K -$535K -2,488 -49%
SFA
536
Souders Financial Advisors
Ohio
$551K -$247K -1,246 -31%
SI
537
Stephens Inc
Arkansas
$550K -$441K -2,048 -44%
JAFL
538
Jay A. Fishman Ltd
Michigan
$549K +$549K +2,550 New
AS
539
Altshuler Shaham
Israel
$542K +$485K +2,252 +853%
CC
540
Cornerstone Capital
California
$542K +$542K +2,520 New
CIP
541
Chartwell Investment Partners
Pennsylvania
$540K +$32.7K +152 +6%
BOC
542
Barbara Oil Co
Illinois
$539K +$210K +975 +64%
PCA
543
Private Capital Advisors
Connecticut
$538K +$538K +2,500 New
BBCM
544
Boardman Bay Capital Management
New York
$538K +$538K +2,500 New
ST
545
Somerset Trust
Pennsylvania
$534K -$7.96K -37 -1%
MPM
546
Meritage Portfolio Management
Kansas
$522K +$64.6K +300 +14%
SFA
547
Sequoia Financial Advisors
Ohio
$519K +$35.1K +163 +7%
BA
548
Bristlecone Advisors
Washington
$516K +$239K +1,111 +86%
TFS
549
TrustCore Financial Services
Tennessee
$513K +$110K +513 +27%
NP
550
NorthRock Partners
Minnesota
$506K -$4.09K -19 -0.8%
20 21
22
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