DOCU icon

DocuSign
DOCU

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 %
PHK
901
Point72 Hong Kong
Hong Kong
– -$132K -767 Closed
WR
902
Watson Rebecca
– -$103K -600 Closed
AWM
903
Apollon Wealth Management
South Carolina
– -$74K -432 Closed
MIFH
904
Migdal Insurance & Financial Holdings
Israel
– -$63K -368 Closed
WT
905
Whittier Trust
California
– -$30K -175 Closed
BL
906
Balentine LLC
Georgia
– -$27K -157 Closed
KPW
907
Kore Private Wealth
New York
– -$25K -147 Closed
MWA
908
MFA Wealth Advisors
Pennsylvania
– -$22.2K -129 Closed
SF
909
Synovus Financial
Georgia
– -$20K -118 Closed
GWMIA
910
Global Wealth Management Investment Advisory
Florida
– -$19K -110 Closed
FWM
911
Focused Wealth Management
New York
– -$17K -100 Closed
CWC
912
Carolinas Wealth Consulting
North Carolina
– -$17K -100 Closed
AF
913
Allworth Financial
California
– -$17K -100 Closed
PFO
914
Pathstone Family Office
New Jersey
– -$17K -100 Closed
RDWM
915
Red Door Wealth Management
Tennessee
– -$16K -96 Closed
CCA
916
Column Capital Advisors
Indiana
– -$13K -77 Closed
DTIM
917
Danda Trouve Investment Management
Kansas
– -$10K -60 Closed
YAL
918
Your Advocates Ltd
Texas
– -$9K -50 Closed
PA
919
Procyon Advisors
Connecticut
– -$8K -44 Closed
EWP
920
Engrave Wealth Partners
Texas
– -$6K -35 Closed
PIMG
921
Patriot Investment Management Group
Tennessee
– -$4.31K -25 Closed
TI
922
tru Independence
Oregon
– -$2 -12 Closed
FWM
923
Filbrandt Wealth Management
Wisconsin
– -$2K -10 Closed
33 34 35 36
37