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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 %
FNBOO
651
First National Bank of Omaha
Nebraska
$274K -$60.6K -282 -18%
CGH
652
Crossmark Global Holdings
Texas
$271K -$4.3K -20 -2%
FPCP
653
Fort Point Capital Partners
California
$269K -$406K -1,886 -60%
LCP
654
Legacy Capital Partners
Wisconsin
$269K -$75.3K -350 -22%
EWM
655
Empirical Wealth Management
Washington
$268K -$115K -534 -30%
BCM
656
Beck Capital Management
Texas
$264K -$234K -1,084 -47%
MAWCM
657
Mine & Arao Wealth Creation & Management
California
$258K – – –
CAM
658
Congress Asset Management
Massachusetts
$256K -$10.8K -50 -4%
WA
659
Wealth Architects
California
$254K -$53.4K -248 -17%
BCA
660
Bay Colony Advisors
Massachusetts
$254K +$254K +1,180 New
BCWM
661
Blue Chip Wealth Management
Florida
$254K +$254K +1,180 New
AFP
662
Ausdal Financial Partners
Iowa
$253K +$253K +1,175 New
AAM
663
Aureus Asset Management
Massachusetts
$251K -$193K -897 -44%
CG
664
Caprock Group
Idaho
$250K -$257K -1,193 -51%
PP
665
PDS Planning
Ohio
$250K -$6.45K -30 -3%
EI
666
Ellevest Inc
New York
$250K +$95.2K +442 +61%
BSW
667
Buckingham Strategic Wealth
Missouri
$250K +$250K +1,163 New
MLFP
668
MPS Loria Financial Planners
Illinois
$248K -$43.1K -200 -15%
SCM
669
Southport Capital Management
Tennessee
$248K +$248K +1,152 New
RA
670
RFG Advisory
Alabama
$245K -$13.6K -63 -5%
TMAM
671
Tokio Marine Asset Management
Japan
$245K +$245K +1,139 New
Brown Advisory
672
Brown Advisory
Maryland
$238K +$238K +1,107 New
GAM
673
Gotham Asset Management
New York
$237K +$237K +1,101 New
BWA
674
Beam Wealth Advisors
Louisiana
$235K +$235K +1,091 New
WF
675
WoodTrust Financial
Wisconsin
$234K -$21.6K -100 -8%
25 26
27
28 29