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DocuSign
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Overview Fund Activity

180 hedge funds and large institutions have $2.9B invested in DocuSign in 2018 Q2 according to their latest regulatory filings, with 180 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+180
Holders Change %
–
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
%
% of All Funds
0.28%
New
180
Increased
–
Reduced
–
Closed
–
Calls
$63M
Puts
$92.8M
Net Calls
-$29.8M
Net Calls Change
-$29.8M

Top Buyers

1
BCPEM
1
Bain Capital Public Equity Management
Massachusetts
$344M
2
BCVI
2
Bain Capital Venture Investors
Massachusetts
$280M
3
SI
3
Salesforce Inc
California
$240M
4
Capital World Investors
4
Capital World Investors
California
$206M
5
KDA
5
KPCB DGF Associates
California
$164M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$53K +$53K +1,000 New
Victory Capital Management
152
Victory Capital Management
Texas
$53K +$53K +1,000 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$49K +$49K +929 New
HI
154
Hudock Inc
Pennsylvania
$46K +$46K +872 New
LA
155
Legacy Advisors
Pennsylvania
$39K +$39K +732 New
PG
156
Pendal Group
Australia
$32.9K +$32.9K +621 New
WTC
157
WhitTier Trust Company
Nevada
$32K +$32K +600 New
AIG
158
American International Group
New York
$32K +$32K +605 New
PIM
159
Partner Investment Management
California
$27K +$27K +518 New
OIA
160
OneDigital Investment Advisors
Kansas
$26K +$26K +500 New
CI
161
CAZ Investments
Texas
$26K +$26K +500 New
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$25.1K +$25.1K +474 New
VFA
163
Valeo Financial Advisors
Indiana
$15K +$15K +275 New
RCAG
164
Rehmann Capital Advisory Group
Michigan
$13.7K +$13.7K +259 New
MSA
165
Marino Stram & Associates
Massachusetts
$13K +$13K +250 New
CWM
166
Catamount Wealth Management
Connecticut
$12K +$12K +200 New
GRP
167
Global Retirement Partners
California
$11K +$11K +200 New
SWM
168
SeaCrest Wealth Management
New York
$11K +$11K +200 New
WT
169
Whittier Trust
California
$9K +$9K +170 New
GWM
170
Geneos Wealth Management
Colorado
$9K +$9K +175 New
FGAM
171
Financial Gravity Asset Management
Texas
$8K +$8K +150 New
CCA
172
Catalyst Capital Advisors
New York
$7K +$7K +130 New
FHA
173
First Horizon Advisors
Tennessee
$7K +$7K +134 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$5K +$5K +92 New
BCA
175
Bay Colony Advisors
Massachusetts
$4K +$4K +70 New
4 5 6
7
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