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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 %
GLA
701
Great Lakes Advisors
Illinois
$200K -$24M -111,568 -99%
SW
702
SkyOak Wealth
Michigan
$200K -$1.02M -4,742 -84%
CIAS
703
Capital Investment Advisory Services
North Carolina
$200K -$53.9K -250 -21%
FMLI
704
Fukoku Mutual Life Insurance
Japan
$194K -$905K -4,200 -82%
OIA
705
Optimum Investment Advisors
Illinois
$172K -$172K -800 -50%
AWM
706
Atticus Wealth Management
Florida
$172K +$172K +797 New
FIA
707
FNY Investment Advisers
New York
$172K +$172K +800 New
CFA
708
Carroll Financial Associates
North Carolina
$164K -$4.08K -19 -2%
RE
709
RBC Europe
United Kingdom
$161K +$39.4K +183 +32%
AWA
710
Arkadios Wealth Advisors
Georgia
$161K +$69K +294 +75%
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$75.1K +348 +93%
BWM
712
BNC Wealth Management
Oregon
$156K +$156K +727 New
SWM
713
Selective Wealth Management
Virginia
$155K – – –
MHR
714
Matthew Hamilton Rosenberg
$151K – – –
Fifth Third Bancorp
715
Fifth Third Bancorp
Ohio
$149K +$12.7K +59 +9%
EWA
716
Evolution Wealth Advisors
Florida
$146K +$1.08K +5 +0.7%
AF
717
Advisornet Financial
Minnesota
$142K +$101K +470 +247%
WLPWM
718
Walled Lake Planning & Wealth Management
Illinois
$139K – – –
AAP
719
Arax Advisory Partners
Colorado
$138K – – –
PCM
720
Penserra Capital Management
California
$138K +$86.7K +406 +169%
CI
721
CAZ Investments
Texas
$129K -$71.6K -333 -36%
FVWA
722
Foster Victor Wealth Advisors
South Carolina
$129K +$129K +600 New
PMFA
723
Plante Moran Financial Advisors
Michigan
$127K +$127K +591 New
Walleye Trading
724
Walleye Trading
New York
$126K +$126K +587 New
HPC
725
HM Payson & Co
Maine
$124K +$124K +577 New
27 28
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