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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 %
CAG
576
Crestwood Advisors Group
Massachusetts
$436K +$157K +730 +56%
CAN
577
Claraphi Advisory Network
United States
$431K +$71K +330 +20%
EDRH
578
Edmond de Rothschild Holding
Switzerland
$430K +$430K +2,000 New
MAFM
579
Mid Atlantic Financial Management
Pennsylvania
$421K -$264K -1,336 -39%
AP
580
Adero Partners
California
$421K +$105K +486 +33%
STA
581
Summit Trail Advisors
New York
$419K +$419K +1,971 New
PVH
582
Psagot Value Holdings
Israel
$411K +$411K +1,909 New
EMG
583
ETF Managers Group
New Jersey
$408K +$408K +1,918 New
HI
584
Hudock Inc
Pennsylvania
$405K -$12K -56 -3%
GAMC
585
Garner Asset Management Corp
Texas
$404K – – –
BFM
586
Boothbay Fund Management
New York
$404K +$404K +1,875 New
OPS
587
Orion Portfolio Solutions
Nebraska
$399K -$153K -713 -28%
WJWM
588
Williams Jones Wealth Management
New York
$393K -$43.1K -200 -10%
TVAMP
589
Tennessee Valley Asset Management Partners
Tennessee
$391K -$22.6K -105 -5%
LS
590
Livforsakringsbolaget Skandia
Sweden
$387K – – –
JCM
591
JS Capital Management
New York
$387K +$387K +1,800 New
AC
592
Avestar Capital
New York
$386K +$386K +1,752 New
OIA
593
OneDigital Investment Advisors
Kansas
$382K -$54.6K -250 -13%
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$382K -$28.9K -134 -7%
CI
595
Cigna Investments
Connecticut
$382K -$3.87K -18 -1%
IWA
596
Intercontinental Wealth Advisors
Texas
$382K +$382K +1,776 New
WA
597
Wealth Alliance
New York
$376K -$187K -868 -33%
EW
598
Evoke Wealth
California
$372K – – –
MIM
599
Moseley Investment Management
Florida
$370K +$370K +1,720 New
CPIG
600
Chicago Partners Investment Group
Illinois
$369K -$208 -1 -0.1%
22 23
24
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