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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.

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 %
PA
551
Procyon Advisors
Connecticut
$4K – – –
ABC
552
Associated Banc-Corp
Wisconsin
$4K +$4K +43 New
EFSCE
553
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4K +48 New
MWM
554
MBE Wealth Management
Wisconsin
$4K +$4K +50 New
RCA
555
Ranch Capital Advisors
Florida
$4K +$4K +50 New
FCH
556
Freestone Capital Holdings
Washington
$3.26K -$546 -5,910 -14%
PCIA
557
Prime Capital Investment Advisors
Kansas
$3K -$11.6K -116 -79%
LWM
558
Liberty Wealth Management
California
$3K -$656 -7 -18%
WCG
559
Weaver Consulting Group
California
$3K – – –
LC
560
Lindbrook Capital
California
$2K -$18.8K -226 -90%
TCM
561
Tradewinds Capital Management
Washington
$2K – – –
TFS
562
TrustCore Financial Services
Tennessee
$2K +$2K +24 New
GWS
563
Glassman Wealth Services
Virginia
$1K -$500 -3 -33%
TFO
564
Tarbox Family Office
California
$1K +$1K +10 New
AT
565
Arden Trust
Delaware
$1K +$1K +11 New
Canada Pension Plan Investment Board
566
Canada Pension Plan Investment Board
Ontario, Canada
$1K +$1K +13 New
LWA
567
Lowe Wealth Advisors
Maryland
$1K +$1K +15 New
AP
568
AlpInvest Partners
Netherlands
– -$12.7M -170,785 Closed
BU
569
Brown University
Rhode Island
– -$7.41M -100,000 Closed
CC
570
Cipher Capital
New York
– -$4.94M -66,598 Closed
Connor, Clark & Lunn Investment Management (CC&L)
571
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.47M -60,325 Closed
AA
572
AQR Arbitrage
Connecticut
– -$4.38M -59,294 Closed
CWM
573
Calamos Wealth Management
Illinois
– -$4.1M -55,346 Closed
LCM
574
Landscape Capital Management
New Jersey
– -$3.4M -45,865 Closed
AI
575
Atria Investments
North Carolina
– -$2.96M -39,975 Closed
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23
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