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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 %
PFA
576
Pinnacle Family Advisors
Missouri
$279K +$279K +1,621 New
RCAG
577
Rehmann Capital Advisory Group
Michigan
$276K +$276K +1,604 New
OIA
578
Optimum Investment Advisors
Illinois
$276K +$173K +1,000 +167%
LCP
579
Legacy Capital Partners
Wisconsin
$276K +$276K +1,600 New
CL
580
CSS LLC
Illinois
$275K +$275K +1,598 New
SAM
581
Silvercrest Asset Management
New York
$270K +$270K +1,570 New
FNBOO
582
First National Bank of Omaha
Nebraska
$268K +$268K +1,557 New
BOC
583
Barbara Oil Co
Illinois
$263K +$263K +1,530 New
MAP
584
Moody Aldrich Partners
Massachusetts
$261K -$267K -1,547 -51%
ACM
585
Azimuth Capital Management
Michigan
$258K +$258K +1,500 New
PPP
586
Private Portfolio Partners
New Jersey
$256K +$256K +1,488 New
AP
587
Adero Partners
California
$253K +$253K +1,471 New
DWM
588
Dorchester Wealth Management
Quebec, Canada
$252K +$252K +1,465 New
TFA
589
Teamwork Financial Advisors
Texas
$250K +$250K +1,452 New
WA
590
Wealth Architects
California
$246K +$246K +1,427 New
MIH
591
Meitav Investment House
Israel
$245K -$392K -2,274 -62%
AIM
592
Allen Investment Management
New York
$245K +$245K +1,423 New
CB
593
CNB Bank
Pennsylvania
$241K +$51.8K +300 +27%
F
594
F3Logic
Minnesota
$232K +$232K +1,344 New
MLFP
595
MPS Loria Financial Planners
Illinois
$232K +$232K +1,350 New
SXL
596
Summit X LLC
Missouri
$231K -$171K -988 -42%
GG
597
Gleason Group
Kentucky
$227K -$10.3K -60 -4%
OC
598
Oakmont Corp
California
$227K +$227K +1,316 New
3C
599
361 Capital
Colorado
$227K +$227K +1,319 New
RWB
600
RMR Wealth Builders
New Jersey
$226K +$226K +1,311 New
22 23
24
25 26