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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 %
WAS
626
Wealth Advisory Solutions
Indiana
$305K -$172K -799 -36%
SC
627
Scholtz & Company
Connecticut
$304K +$304K +1,412 New
WG
628
Winton Group
United Kingdom
$303K +$303K +1,410 New
GAM
629
Griffin Asset Management
New York
$302K +$302K +1,403 New
ACM
630
Azimuth Capital Management
Michigan
$301K -$21.5K -100 -7%
BCP
631
Berkeley Capital Partners
Georgia
$300K -$333K -1,551 -53%
CGL
632
Clarius Group LLC
Washington
$299K +$299K +1,387 New
3F
633
360 Financial
Minnesota
$295K -$43.1K -200 -13%
MS
634
Maven Securities
Jersey
$290K -$75.7K -352 -21%
FHB
635
First Hawaiian Bank
Hawaii
$288K +$10.5K +49 +4%
IA
636
IFP Advisors
Florida
$286K +$133K +619 +87%
EI
637
Ethic Inc
New York
$285K +$285K +1,325 New
CB
638
CNB Bank
Pennsylvania
$284K -$15.9K -74 -5%
OC
639
Oakmont Corp
California
$283K – – –
SIAS
640
Shine Investment Advisory Services
Colorado
$282K -$99.1K -461 -26%
GG
641
Gleason Group
Kentucky
$282K -$2.59K -12 -0.9%
TC
642
TownSquare Capital
Utah
$280K -$488K -2,208 -64%
FT
643
Fiduciary Trust
Massachusetts
$280K – – –
BWM
644
BT Wealth Management
Georgia
$280K +$280K +1,300 New
MWM
645
Minot Wealth Management
Massachusetts
$280K +$280K +1,300 New
RCAG
646
Rehmann Capital Advisory Group
Michigan
$278K -$67.4K -313 -20%
CCM
647
Coldstream Capital Management
Washington
$276K -$771K -3,573 -74%
PFA
648
Pinnacle Family Advisors
Missouri
$276K -$72.7K -338 -21%
PGWM
649
Parisi Gray Wealth Management
New Jersey
$276K +$276K +1,284 New
NFG
650
Nations Financial Group
Iowa
$275K +$275K +1,277 New
24 25
26
27 28