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DocuSign
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Overview Fund Activity

230 hedge funds and large institutions have $3.32B invested in DocuSign in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 41 closing their positions.

Holders
230
Holders Change
+50
Holders Change %
+27.78%
% of All Funds
5.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
91
Increased
74
Reduced
35
Closed
41
Calls
$96.5M
Puts
$136M
Net Calls
-$39.8M
Net Calls Change
-$10M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$175M
2
American Century Companies
2
American Century Companies
Missouri
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$60.4M
4
Norges Bank
4
Norges Bank
Norway
$49.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$46.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$121M
2
BCPEM
2
Bain Capital Public Equity Management
Massachusetts
$288M
3
BCVI
3
Bain Capital Venture Investors
Massachusetts
$253M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$1.11M +$1.11M +21,178 New
CIA
127
CSat Investment Advisory
Michigan
$1.09M +$1.09M +20,726 New
WCA
128
Waratah Capital Advisors
Ontario, Canada
$1.06M +$1.06M +20,195 New
TD Asset Management
129
TD Asset Management
Ontario, Canada
$1.05M – – –
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.01M +$184K +3,500 +22%
PHS
131
PFM Health Sciences
California
$1.01M – – –
SPIA
132
Steward Partners Investment Advisory
New York
$928K +$485K +9,230 +110%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$898K -$2.52K -48 -0.3%
ASN
134
Advisory Services Network
Georgia
$867K +$867K +16,492 New
BRWA
135
B. Riley Wealth Advisors
Florida
$865K +$865K +16,450 New
AWM
136
Avitas Wealth Management
California
$808K +$808K +15,370 New
M&T Bank
137
M&T Bank
New York
$795K +$277K +5,256 +53%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$735K +$591K +11,230 +410%
MC
139
Marcus Capital
Illinois
$711K +$711K +13,530 New
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$710K +$237K +4,500 +50%
SXL
141
Summit X LLC
Missouri
$696K +$30.6K +580 +5%
Deutsche Bank
142
Deutsche Bank
Germany
$667K +$568K +10,809 +577%
CS
143
Credit Suisse
Switzerland
$666K -$32.1K -610 -5%
DCM
144
Driehaus Capital Management
Illinois
$660K +$660K +12,552 New
RHBC
145
R.H. Bluestein & Co
Michigan
$639K -$2.57M -48,850 -80%
VIA
146
Vident Investment Advisory
Georgia
$622K +$622K +11,830 New
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$613K +$317K +6,032 +107%
OC
148
Oppenheimer & Co
New York
$599K +$599K +11,379 New
FAIM
149
Financial Advocates Investment Management
Washington
$565K +$565K +10,750 New
JPMPWA
150
J.P. Morgan Private Wealth Advisors
California
$532K +$532K +10,122 New
4 5
6
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