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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 %
WMA
601
Wealth Management Associates
New Jersey
$368K -$10.8K -50 -3%
TC
602
Truvestments Capital
Florida
$367K +$118K +547 +47%
NAMP
603
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$366K -$32.3K -150 -8%
ACM
604
AlphaCrest Capital Management
New York
$366K +$366K +1,700 New
JWM
605
Jupiter Wealth Management
Colorado
$364K -$907K -4,210 -71%
PAS
606
Partnervest Advisory Services
California
$364K +$3.87K +18 +1%
CCP
607
Corient Capital Partners
California
$364K +$13.6K +63 +4%
LOAME
608
Lombard Odier Asset Management (Europe)
United Kingdom
$364K +$364K +1,690 New
DT
609
Diversified Trust
Tennessee
$360K +$360K +1,672 New
BCM
610
Brookstone Capital Management
Illinois
$353K +$98.8K +459 +39%
HMS
611
Hanseatic Management Services
New Mexico
$344K -$1.27M -5,922 -79%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
612
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$343K -$7.8M -36,225 -96%
SW
613
SteelPeak Wealth
California
$341K -$79.7K -370 -19%
HCM
614
Harvey Capital Management
Florida
$339K -$328K -1,525 -49%
Lazard Asset Management
615
Lazard Asset Management
New York
$332K -$976K -4,555 -75%
PWM
616
Perigon Wealth Management
California
$330K +$330K +1,534 New
PPP
617
Private Portfolio Partners
New Jersey
$330K +$9.26K +43 +3%
TIS
618
Tortoise Index Solutions
Kansas
$326K -$139K -647 -30%
CL
619
CSS LLC
Illinois
$322K -$21.5K -100 -6%
Carson Wealth (CWM LLC)
620
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
QP
621
Quilter Plc
United Kingdom
$319K +$319K +1,482 New
Mercer Global Advisors
622
Mercer Global Advisors
Colorado
$319K +$319K +1,482 New
AG
623
AlphaSimPlex Group
Massachusetts
$318K -$48.7K -226 -13%
MIH
624
Meitav Investment House
Israel
$318K +$11.9K +55 +4%
AIM
625
Allen Investment Management
New York
$306K – – –
23 24
25
26 27