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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 %
GWM
551
Geneos Wealth Management
Colorado
$499K +$2.34K +11 +0.5%
GKWIM
552
Gerber Kawasaki Wealth & Investment Management
California
$499K +$99.6K +463 +25%
MYAM
553
Meiji Yasuda Asset Management
Japan
$496K +$7.53K +35 +2%
VFM
554
Vivid Financial Management
California
$488K +$488K +2,265 New
ALAM
555
Asahi Life Asset Management
Japan
$486K -$19.4K -90 -4%
TP
556
Truvvo Partners
New York
$482K – – –
TSS
557
Two Sigma Securities
New York
$482K +$482K +2,239 New
LNC
558
Lincoln National Corp
Pennsylvania
$481K +$481K +2,233 New
VCA
559
Verdence Capital Advisors
Maryland
$480K -$16.2K -75 -3%
Cetera Investment Advisers
560
Cetera Investment Advisers
Illinois
$473K -$13.6K -63 -3%
ACM
561
Alpha Capital Management
Texas
$473K +$473K +2,199 New
WP
562
WealthPLAN Partners
Nebraska
$472K +$7.45K +35 +2%
HCA
563
Harbour Capital Advisors
Virginia
$469K -$439K -2,037 -48%
HSA
564
HBK Sorce Advisory
Pennsylvania
$466K +$466K +2,164 New
LHC
565
Little House Capital
Massachusetts
$459K -$9.46K -44 -2%
SSWM
566
Sheets Smith Wealth Management
North Carolina
$457K +$457K +2,125 New
SCA
567
Snowden Capital Advisors
New York
$456K +$186K +866 +69%
VC
568
Veracity Capital
Georgia
$456K -$130K -602 -22%
S
569
SignatureFD
Georgia
$454K +$93.4K +434 +26%
BFS
570
Bradley Foster & Sargent
Connecticut
$454K +$454K +2,111 New
AWS
571
AJ Wealth Strategies
New York
$448K – – –
ST
572
Smithfield Trust
Pennsylvania
$443K -$61.8K -287 -12%
UC
573
Unio Capital
New Jersey
$443K +$443K +2,060 New
FFS
574
Founders Financial Securities
Maryland
$441K -$178K -828 -29%
VC
575
Voit & Company
Wisconsin
$440K -$384K -1,785 -47%
21 22
23
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