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DocuSign
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Overview Fund Activity

259 hedge funds and large institutions have $3.64B invested in DocuSign in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+29
Holders Change %
+12.61%
% of All Funds
5.78%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.42%
New
105
Increased
91
Reduced
47
Closed
70
Calls
$53.2M
Puts
$38.8M
Net Calls
+$14.4M
Net Calls Change
+$54.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$309M
2
Vanguard Group
Vanguard Group
Pennsylvania
$256M
3
Capital World Investors
Capital World Investors
California
$256M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$120M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$204M

Top Sellers

1
KDA
KPCB DGF Associates
California
$0
2
BCPEM
Bain Capital Public Equity Management
Massachusetts
$131M
3
SI
Salesforce Inc
California
$140M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Sands Capital Management
Sands Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
HBK Investments
Texas
$922K -$6.31M -157,496 -87%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$910K -$235K -5,864 -21%
WAM
128
Wolverine Asset Management
Illinois
$909K – – –
SAM
129
Silvercrest Asset Management
New York
$875K +$875K +21,840 New
M&T Bank
130
M&T Bank
New York
$852K +$247K +6,176 +41%
Simplex Trading
131
Simplex Trading
Illinois
$806K +$806K +20,111 New
DM
132
Diker Management
New York
$802K +$802K +20,000 New
MSU
133
Mizuho Securities USA
New York
$786K -$225K -5,600 -22%
PHS
134
PFM Health Sciences
California
$769K – – –
MWC
135
MBM Wealth Consultants
Missouri
$763K +$763K +19,048 New
FCH
136
Freestone Capital Holdings
Washington
$748K +$739K +18,434 +8,193%
CCM
137
Covington Capital Management
California
$746K +$746K +18,607 New
CIA
138
CSat Investment Advisory
Michigan
$699K -$131K -3,275 -16%
TI
139
Tidal Investments
Wisconsin
$699K +$699K +17,451 New
GIM
140
Generation Investment Management
United Kingdom
$688K +$688K +17,168 New
HighTower Advisors
141
HighTower Advisors
Illinois
$672K +$672K +16,779 New
Nomura Holdings
142
Nomura Holdings
Japan
$665K +$665K +16,609 New
AB
143
Amalgamated Bank
New York
$661K +$479K +11,955 +264%
TW
144
Transform Wealth
Colorado
$601K +$601K +15,000 New
BRWA
145
B. Riley Wealth Advisors
Florida
$592K -$68.2K -1,700 -10%
WMRU
146
William Marsh Rice University
Texas
$585K +$585K +14,608 New
UBS AM
147
UBS AM
Illinois
$553K +$553K +13,795 New
CCB
148
Cutter & Co Brokerage
Missouri
$549K +$549K +13,700 New
AI
149
Atria Investments
North Carolina
$547K +$332K +8,295 +155%
MWM
150
Merriman Wealth Management
Washington
$536K +$536K +13,099 New
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