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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 %
WAM
301
Werlinich Asset Management
Connecticut
$844K – – –
FRM
302
Fox Run Management
Connecticut
$842K -$92.8K -1,592 -10%
IAA
303
Independent Advisor Alliance
North Carolina
$838K -$96.5K -1,655 -10%
AG
304
Algert Global
California
$833K -$307K -5,260 -27%
AC
305
AXQ Capital
New Jersey
$831K +$420K +7,208 +102%
I
306
InceptionR
California
$819K +$469K +8,041 +134%
WAM
307
Weatherly Asset Management
California
$801K -$35.9K -615 -4%
BF
308
BOK Financial
Oklahoma
$777K -$53K -909 -6%
PP
309
PDT Partners
New York
$777K +$777K +13,330 New
BBA
310
Baader Bank Aktiengesellschaft
Germany
$774K +$6.17K +106 +0.8%
CB
311
Commerce Bank
Missouri
$748K +$69.7K +1,196 +10%
RCA
312
Resonant Capital Advisors
Wisconsin
$739K +$5.89K +101 +0.8%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$737K – – –
M&T Bank
314
M&T Bank
New York
$735K +$64.1K +1,099 +10%
HH
315
Hilltop Holdings
Texas
$723K +$158K +2,703 +28%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$720K +$241K +4,129 +50%
Public Sector Pension Investment Board (PSP Investments)
317
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$710K +$83.5K +1,433 +13%
MA
318
Mutual Advisors
Nebraska
$709K -$22.9K -393 -3%
MYLI
319
Meiji Yasuda Life Insurance
Japan
$702K -$77.7K -1,333 -10%
TI
320
Tidal Investments
Wisconsin
$701K +$64.9K +1,114 +10%
FF
321
Friedenthal Financial
New Jersey
$701K +$701K +12,029 New
MIM
322
MetLife Investment Management
New Jersey
$698K +$1.63K +28 +0.2%
EL
323
Essex LLC
Illinois
$694K – – –
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$688K +$399K +6,850 +138%
SWM
325
SeaCrest Wealth Management
New York
$679K +$679K +11,642 New
11 12
13
14 15