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DocuSign
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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
+$221M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$107M
4
Coatue Management
Coatue Management
New York
+$92.6M
5
Ameriprise
Ameriprise
Minnesota
+$44.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
276
Atria Wealth Solutions
New York
$967K +$65.4K +1,122 +7%
AAS
277
Ameritas Advisory Services
Nebraska
$959K -$70.2K -1,313 -7%
KWM
278
Kingsview Wealth Management
Oregon
$959K +$959K +16,451 New
MSE
279
MUFG Securities EMEA
United Kingdom
$959K -$148K -2,541 -13%
MCM
280
MAI Capital Management
Ohio
$955K -$2.1K -36 -0.2%
GC
281
Guggenheim Capital
Illinois
$953K -$281K -4,827 -23%
PA
282
Profund Advisors
Maryland
$950K -$299K -5,137 -24%
IMRF
283
Illinois Municipal Retirement Fund
Illinois
$949K – – –
EMPI
284
Elo Mutual Pension Insurance
Finland
$939K +$46.8K +802 +5%
FC
285
Financial Consulate
Maryland
$926K +$1.92K +33 +0.2%
Nomura Holdings
286
Nomura Holdings
Japan
$915K -$1.63M -27,919 -64%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$911K +$48K +824 +6%
BTWM
288
Baker Tilly Wealth Management
Wisconsin
$907K -$124K -2,124 -12%
Truist Financial
289
Truist Financial
North Carolina
$899K +$48.1K +825 +6%
WBC
290
Westpac Banking Corp
Australia
$894K -$252K -4,322 -22%
RC
291
RBF Capital
California
$875K -$5.52M -94,700 -86%
AWAU
292
Alliance Wealth Advisors (Utah)
Utah
$873K +$76.7K +1,316 +10%
XI
293
XXEC Inc
Oklahoma
$861K +$861K +14,775 New
BJL
294
Brighton Jones LLC
Washington
$861K -$91.6K -1,572 -10%
WEG
295
World Equity Group
Illinois
$861K +$861K +48,792 New
MML Investors Services
296
MML Investors Services
Massachusetts
$858K -$80.4K -1,379 -9%
AFAS
297
Acorn Financial Advisory Services
Virginia
$855K +$84K +1,440 +11%
PI
298
PEAK6 Investments
Illinois
$853K +$853K +14,636 New
HLA
299
Hamilton Lane Advisors
Pennsylvania
$849K – – –
US Bancorp
300
US Bancorp
Minnesota
$847K +$14.4K +247 +2%
10 11
12
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