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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
$305M
3
BlackRock
BlackRock
New York
$2.42B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$521M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$336M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.06B
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$440M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$183M
5
Select Equity Group
Select Equity Group
New York
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
776
Toth Financial Advisory
Virginia
$27K -$4.32K -20 -14%
Millennium Management
777
Millennium Management
New York
$26.6K +$10.8K +50,374 +69%
TCM
778
Tradewinds Capital Management
Washington
$26K +$16K +75 +160%
FFA
779
Founders Financial Alliance
North Carolina
$26K +$26K +122 New
SFPG
780
Stonebridge Financial Planning Group
Florida
$23K +$23K +100 New
SL
781
Savior LLC
Massachusetts
$22K – – –
WCG
782
Weaver Consulting Group
California
$22K +$1.1K +5 +5%
VRM
783
Vectors Research Management
New York
$22K +$2.2K +10 +11%
SWM
784
Sugarloaf Wealth Management
Georgia
$22K +$22K +100 New
CFN
785
Cordasco Financial Network
Florida
$22K +$22K +100 New
PFP
786
Pinnacle Financial Partners
Tennessee
$20K – – –
EARNEST Partners
787
EARNEST Partners
Georgia
$20K – – –
BHWM
788
Bay Harbor Wealth Management
Maryland
$20K +$20K +94 New
APWA
789
Atlas Private Wealth Advisors
New Jersey
$19K +$5.46K +25 +40%
LC
790
Lindbrook Capital
California
$18K +$7.37K +34 +69%
NIM
791
NuWave Investment Management
New Jersey
$18K +$18K +83 New
PCG
792
Private Capital Group
Connecticut
$17K -$39.7K -182 -70%
TWA
793
TCI Wealth Advisors
Arizona
$17K – – –
HB
794
Horizon Bancorp
Indiana
$15K -$6.43K -30 -30%
NC
795
NewSquare Capital
Pennsylvania
$15K – – –
WAS
796
Winch Advisory Services
Wisconsin
$15K +$4.58K +22 +44%
RG
797
Retirement Group
California
$15K +$15K +70 New
BFC
798
Bedel Financial Consulting
Indiana
$14K – – –
SIS
799
Sound Income Strategies
Florida
$14K +$14K +65 New
AIC
800
Archer Investment Corporation
Indiana
$13.6K +$6.46K +30 +91%
30 31
32
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