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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
+$164M
2
NMO
Newlands Management Operations
Texas
+$88.5M
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
+$54.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$296M
2
Coatue Management
Coatue Management
New York
-$165M
3
Morgan Stanley
Morgan Stanley
New York
-$36.6M
4
Ameriprise
Ameriprise
Minnesota
-$36.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HLA
301
Hamilton Lane Advisors
Pennsylvania
$744K – – –
DADC
302
D.A. Davidson & Co
Montana
$743K -$342K -6,687 -31%
VPIM
303
Vanguard Personalized Indexing Management
California
$739K -$157K -3,080 -18%
AG
304
Algert Global
California
$730K – – –
WAM
305
Werlinich Asset Management
Connecticut
$727K -$12.8K -250 -2%
NYLIM
306
New York Life Investment Management
New York
$709K +$507K +9,921 +251%
SPA
307
Sherbrooke Park Advisers
New York
$706K +$706K +13,827 New
MCM
308
MAI Capital Management
Ohio
$705K -$131K -2,573 -16%
AWS
309
Atria Wealth Solutions
New York
$704K -$143K -2,804 -17%
BBA
310
Baader Bank Aktiengesellschaft
Germany
$697K +$23.8K +470 +4%
New York State Teachers Retirement System (NYSTRS)
311
New York State Teachers Retirement System (NYSTRS)
New York
$691K +$124K +2,419 +22%
VI
312
Versor Investments
New York
$680K +$680K +13,307 New
FRM
313
Fox Run Management
Connecticut
$674K -$64.1K -1,254 -9%
BF
314
BOK Financial
Oklahoma
$672K -$9.35K -183 -1%
WAM
315
Weatherly Asset Management
California
$670K -$31.7K -620 -5%
IAA
316
Independent Advisor Alliance
North Carolina
$660K -$74.5K -1,458 -10%
IWC
317
Integrated Wealth Concepts
Massachusetts
$657K +$308K +6,038 +88%
EL
318
Essex LLC
Illinois
$657K +$16.7K +326 +3%
TAM
319
Titleist Asset Management
Texas
$656K +$300K +5,880 +84%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$646K – – –
RCA
321
Resonant Capital Advisors
Wisconsin
$638K -$9.45K -185 -1%
Public Sector Pension Investment Board (PSP Investments)
322
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$637K +$15.3K +300 +2%
CCP
323
Carmel Capital Partners
California
$635K +$338K +6,610 +114%
MIM
324
MetLife Investment Management
New Jersey
$635K +$23.3K +457 +4%
Prudential Financial
325
Prudential Financial
New Jersey
$632K +$116K +1,893 +22%
11 12
13
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