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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$265M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$148M
4
Coatue Management
Coatue Management
New York
$252M
5
Ameriprise
Ameriprise
Minnesota
$50.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$116M
3
BlackRock
BlackRock
New York
$691M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$1.28M -$2.06M -35,333 -62%
BRWA
252
B. Riley Wealth Advisors
Florida
$1.28M +$421K +7,221 +49%
Federated Hermes
253
Federated Hermes
Pennsylvania
$1.28M +$633K +10,862 +98%
DADC
254
D.A. Davidson & Co
Montana
$1.24M -$167K -2,868 -12%
Principal Financial Group
255
Principal Financial Group
Iowa
$1.22M -$239K -4,102 -16%
YDMI
256
Y.D. More Investments
Israel
$1.21M -$216K -3,706 -15%
RWA
257
Ropes Wealth Advisors
Massachusetts
$1.19M – – –
Corient Private Wealth
258
Corient Private Wealth
Florida
$1.18M +$402K +6,899 +52%
PP
259
Patten & Patten
Tennessee
$1.17M -$162K -2,785 -12%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$1.13M +$81.6K +1,400 +8%
CG
261
Cutler Group
California
$1.12M -$508K -8,723 -31%
AAS
262
Avantax Advisory Services
Texas
$1.12M -$78.3K -1,343 -7%
CA
263
Cetera Advisors
Colorado
$1.12M +$478K +8,206 +75%
Creative Planning
264
Creative Planning
Kansas
$1.09M -$29.6K -507 -3%
EGM
265
Engineers Gate Manager
New York
$1.07M +$314K +5,387 +42%
HRCM
266
Hood River Capital Management
Florida
$1.07M -$26.8K -460 -2%
IP
267
Intellectus Partners
California
$1.05M +$17.4K +299 +2%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$1.04M +$16.2K +278 +2%
SPIA
269
Steward Partners Investment Advisory
New York
$1.04M +$324K +5,566 +46%
MPPW
270
Mitchell & Pahl Private Wealth
Oklahoma
$1.03M +$11.4K +196 +1%
VPIM
271
Vanguard Personalized Indexing Management
California
$1.02M +$74.4K +1,276 +8%
FAIM
272
Financial Advocates Investment Management
Washington
$1M -$49.8K -855 -5%
Cerity Partners
273
Cerity Partners
New York
$998K -$36.7K -630 -4%
Boston Partners
274
Boston Partners
Massachusetts
$975K -$9.78K -178 -1%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$973K +$18.7K +320 +2%
9 10
11
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