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DocuSign
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Overview Fund Activity

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$386M
2
CIM
Contrarius Investment Management
Jersey
$58.2M
3
Jane Street
Jane Street
New York
$60.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
$80.2M
5
BlackRock
BlackRock
New York
$556M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
Macquarie Group
Australia
$36.7M
4
Man Group
Man Group
United Kingdom
$41.3M
5
Coatue Management
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
251
Kestra Advisory Services
Texas
$885K -$158K -3,758 -15%
LWM
252
Lyell Wealth Management
California
$878K -$57.8K -1,376 -6%
Verition Fund Management
253
Verition Fund Management
Connecticut
$877K +$84K +2,001 +11%
PA
254
Profund Advisors
Maryland
$875K +$51.5K +1,227 +6%
Janus Henderson Group
255
Janus Henderson Group
United Kingdom
$867K -$84.8K -2,019 -9%
CWM
256
C2C Wealth Management
Arizona
$866K +$866K +20,795 New
CFM
257
Coronation Fund Managers
South Africa
$856K -$81.3K -1,935 -9%
RWA
258
Ropes Wealth Advisors
Massachusetts
$855K – – –
GIBU
259
Gulf International Bank (UK)
United Kingdom
$849K – – –
HH
260
Hilltop Holdings
Texas
$832K -$131K -3,120 -14%
MPPW
261
Mitchell & Pahl Private Wealth
Oklahoma
$831K +$78.4K +1,867 +10%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$819K +$489K +11,645 +148%
ESCM
263
Echo Street Capital Management
New York
$812K +$293K +6,968 +56%
BCP
264
Berylson Capital Partners
Massachusetts
$811K +$521K +12,400 +180%
GAM
265
Gotham Asset Management
New York
$802K -$1.35M -32,132 -63%
Fisher Asset Management
266
Fisher Asset Management
Washington
$788K -$613K -14,606 -44%
Mariner
267
Mariner
Kansas
$787K -$185K -4,396 -19%
Wellington Management Group
268
Wellington Management Group
Massachusetts
$786K -$133M -3,159,901 -99%
BCIM
269
British Columbia Investment Management
British Columbia, Canada
$768K – – –
New York State Teachers Retirement System (NYSTRS)
270
New York State Teachers Retirement System (NYSTRS)
New York
$761K +$193K +4,599 +34%
PP
271
Patten & Patten
Tennessee
$758K -$79.8K -1,900 -10%
Boston Partners
272
Boston Partners
Massachusetts
$752K – – –
AAS
273
Avantax Advisory Services
Texas
$752K -$29.4K -699 -4%
IC
274
IEQ Capital
California
$745K -$281K -6,699 -27%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$745K +$214K +5,088 +40%
9 10
11
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