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DocuSign
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Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$294M
2
NMO
Newlands Management Operations
Texas
$211M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$75.2M
4
Man Group
Man Group
United Kingdom
$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$61.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.7M
2
Coatue Management
Coatue Management
New York
$56M
3
Morgan Stanley
Morgan Stanley
New York
$142M
4
Ameriprise
Ameriprise
Minnesota
$8.29M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
251
Amalgamated Bank
New York
$1.14M -$31K -606 -3%
LWM
252
Lyell Wealth Management
California
$1.14M -$373K -7,307 -25%
IWP
253
Icon Wealth Partners
Texas
$1.08M -$62.6K -1,225 -5%
BAAM
254
Baker Avenue Asset Management
California
$1.07M +$986K +19,294 +1,113%
CAN
255
Cetera Advisor Networks
California
$1.05M -$278K -5,445 -21%
RWA
256
Ropes Wealth Advisors
Massachusetts
$1.04M – – –
GIBU
257
Gulf International Bank (UK)
United Kingdom
$1.03M -$309K -6,054 -23%
WMSA
258
Weiss Multi-Strategy Advisers
New York
$1.02M +$562K +11,000 +122%
PP
259
Patten & Patten
Tennessee
$1.02M -$10.2K -200 -1%
PA
260
Profund Advisors
Maryland
$1M +$169K +3,312 +20%
HRCM
261
Hood River Capital Management
Florida
$995K +$60.6K +1,186 +6%
CC
262
Cipher Capital
New York
$971K +$971K +19,007 New
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$970K +$19.1K +275 +2%
CA
264
Cetera Advisors
Colorado
$967K -$12.7K -248 -1%
Verition Fund Management
265
Verition Fund Management
Connecticut
$964K +$559K +10,941 +138%
SG Americas Securities
266
SG Americas Securities
New York
$956K -$3.58M -70,017 -79%
AAS
267
Avantax Advisory Services
Texas
$951K -$31.4K -615 -3%
A
268
AustralianSuper
Australia
$942K -$13.8M -270,298 -94%
MML Investors Services
269
MML Investors Services
Massachusetts
$938K +$187K +3,656 +25%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$934K +$20.8K +408 +2%
IP
271
Intellectus Partners
California
$922K +$5.11K +100 +0.6%
XT
272
XTX Topco
Cayman Islands
$919K +$579K +11,325 +170%
MPPW
273
Mitchell & Pahl Private Wealth
Oklahoma
$916K +$16.1K +316 +2%
Boston Partners
274
Boston Partners
Massachusetts
$915K +$9.09K +178 +1%
GIP
275
Greatmark Investment Partners
Georgia
$894K +$894K +17,500 New
9 10
11
12 13