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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
$2.75B
2
Select Equity Group
Select Equity Group
New York
$283M
3
WRCM
Whale Rock Capital Management
Massachusetts
$542M
4
MCM
Melvin Capital Management
New York
$215M
5
BlackRock
BlackRock
New York
$1.71B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
$724M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$355M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$374M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
676
Creative Financial Designs
Indiana
$26K +$26K +150 New
TFA
677
Toth Financial Advisory
Virginia
$25K +$17.2K +100 +222%
KPW
678
Kore Private Wealth
New York
$25K +$25K +147 New
VAIA
679
Virtus Alternative Investment Advisers
Connecticut
$23K -$21.4K -123 -48%
MWA
680
MFA Wealth Advisors
Pennsylvania
$22.2K +$22.2K +129 New
GRP
681
Global Retirement Partners
California
$22K +$3.52K +20 +19%
SF
682
Synovus Financial
Georgia
$20K -$213K -1,254 -91%
GWMIA
683
Global Wealth Management Investment Advisory
Florida
$19K -$6.91K -40 -27%
HB
684
Horizon Bancorp
Indiana
$17K – – –
SL
685
Savior LLC
Massachusetts
$17K – – –
PFO
686
Pathstone Family Office
New Jersey
$17K – – –
FCA
687
FinTrust Capital Advisors
South Carolina
$17K – – –
TPWA
688
TRUE Private Wealth Advisors
Oregon
$17K – – –
JCM
689
Jacobi Capital Management
Pennsylvania
$17K +$8.5K +50 +100%
AWM
690
Avior Wealth Management
Nebraska
$17K +$17K +100 New
AF
691
Allworth Financial
California
$17K +$17K +100 New
FWM
692
Focused Wealth Management
New York
$17K +$17K +100 New
CWC
693
Carolinas Wealth Consulting
North Carolina
$17K +$17K +100 New
PFBT
694
Parkside Financial Bank & Trust
Missouri
$16K -$4.57K -26 -22%
RDWM
695
Red Door Wealth Management
Tennessee
$16K – – –
EARNEST Partners
696
EARNEST Partners
Georgia
$16K – – –
PFP
697
Pinnacle Financial Partners
Tennessee
$16K – – –
WCG
698
Weaver Consulting Group
California
$16K +$10.1K +60 +171%
VRM
699
Vectors Research Management
New York
$15K +$15K +90 New
TWA
700
TCI Wealth Advisors
Arizona
$14K +$1.56K +9 +13%
26 27
28
29 30