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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 %
C
751
Cerebellum
California
$65K +$65K +302 New
SOADOR
752
State of Alaska Department of Revenue
Alaska
$64K -$128K -599 -67%
NL
753
NVWM LLC
Pennsylvania
$55K +$20.9K +97 +61%
NR
754
Newfound Research
Massachusetts
$53K +$53K +244 New
SC
755
Steph & Co
Wisconsin
$53K +$53K +245 New
AA
756
Advisory Alpha
Michigan
$51K +$51K +227 New
CFD
757
Creative Financial Designs
Indiana
$50K +$17.4K +80 +53%
AA
758
Ancora Advisors
Ohio
$48K – – –
FRA
759
Front Row Advisors
California
$48K – – –
JCM
760
Jacobi Capital Management
Pennsylvania
$48K +$26.7K +125 +125%
BDWM
761
Brewin Dolphin Wealth Management
Ireland
$47.4K +$47.4K +220 New
BBL
762
Beck Bode LLC
Massachusetts
$46K -$6.88M -32,024 -99%
CFO
763
CVA Family Office
Colorado
$43K – – –
CI
764
CX Institutional
Indiana
$43K +$43K +200 New
TIM
765
Tortoise Investment Management
New York
$39K +$39K +180 New
EFSCE
766
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$23.2K +108 +196%
ATC
767
Adirondack Trust Company
New York
$34K – – –
GWS
768
Glassman Wealth Services
Virginia
$33K -$7.43K -34 -18%
GRP
769
Global Retirement Partners
California
$33K +$6.39K +30 +24%
PCM
770
Prelude Capital Management
New York
$32K +$32K +150 New
ADL
771
Asset Dedication LLC
California
$32K +$32K +150 New
AWM
772
Avondale Wealth Management
Texas
$31K +$31K +143 New
AWM
773
Avior Wealth Management
Nebraska
$30K +$8.57K +40 +40%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$29K +$8.86K +40 +44%
LFG
775
Larson Financial Group
Missouri
$28K +$15.5K +71 +125%
29 30
31
32 33