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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 %
MCM
801
Manchester Capital Management
Vermont
$12K +$12K +55 New
VAIA
802
Virtus Alternative Investment Advisers
Connecticut
$11K -$16.9K -80 -61%
MSFP
803
Mark Sheptoff Financial Planning
Connecticut
$11K +$11K +50 New
KFS
804
Kelly Financial Services
Massachusetts
$10.8K – – –
TCOV
805
Trust Company of Vermont
Vermont
$10K -$21.9K -103 -69%
ABC
806
Associated Banc-Corp
Wisconsin
$9K – – –
LWM
807
Liberty Wealth Management
California
$8K +$1.08K +5 +16%
WB
808
Webster Bank
Connecticut
$8K +$8K +35 New
EWM
809
Elmwood Wealth Management
California
$6K – – –
IF
810
Ironwood Financial
Arizona
$6K +$6K +30 New
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
$5K +$5K +25 New
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +25 New
FNBOSM
813
First National Bank of South Miami
Florida
$4K -$6K -30 -60%
BWM
814
BerganKDV Wealth Management
Minnesota
$4K +$889 +4 +29%
TFO
815
Tarbox Family Office
California
$4K +$1.9K +9 +90%
CA
816
Clearstead Advisors
Ohio
$4K +$4K +20 New
PWM
817
Provident Wealth Management
Tennessee
$4K +$4K +20 New
FHA
818
First Horizon Advisors
Tennessee
$4K +$4K +21 New
CAL
819
Capital Analysts LLC
Pennsylvania
$3K +$3K +12 New
CCM
820
Chiron Capital Management
Florida
$3K +$3K +12 New
TFGT
821
TS Financial Group (TSFG)
Illinois
$3K +$3K +15 New
SWA
822
Sutton Wealth Advisors
Florida
$2.58K +$2.58K +12 New
HFS
823
HBC Financial Services
Washington
$2K -$1.07M -5,350 -100%
GI
824
Gradient Investments
Minnesota
$2K – – –
RIM
825
Rockbridge Investment Management
New York
$2K – – –
31 32
33
34 35