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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
301
XTX Topco
Cayman Islands
$825K +$105K +1,766 +15%
AWM
302
AE Wealth Management
Kansas
$823K -$141K -2,257 -15%
MCM
303
MAI Capital Management
Ohio
$821K +$13K +219 +2%
USCWA
304
U.S. Capital Wealth Advisors
Texas
$806K -$35.5K -597 -4%
GAA
305
Green Alpha Advisors
Colorado
$805K +$192K +3,237 +31%
YDMI
306
Y.D. More Investments
Israel
$805K -$605K -12,164 -43%
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$787K -$896K -15,070 -53%
PI
308
PEAK6 Investments
Illinois
$782K +$86.6K +1,456 +12%
Corient Private Wealth
309
Corient Private Wealth
Florida
$781K -$258K -4,348 -25%
BF
310
BOK Financial
Oklahoma
$768K -$13.2K -222 -2%
GCP
311
GSA Capital Partners
United Kingdom
$767K +$344K +5,786 +81%
SCA
312
Sassicaia Capital Advisers
New York
$743K +$743K +12,500 New
Creative Planning
313
Creative Planning
Kansas
$742K -$225K -3,791 -23%
IAA
314
Independent Advisor Alliance
North Carolina
$741K +$178 +3 +0%
LCM
315
Landscape Capital Management
New Jersey
$735K -$173K -2,905 -19%
WWA
316
WCG Wealth Advisors
Nevada
$735K +$735K +12,367 New
MIM
317
MetLife Investment Management
New Jersey
$729K -$9.99K -168 -1%
VIA
318
Virtus Investment Advisers
Connecticut
$722K +$722K +12,147 New
SMFG
319
Sumitomo Mitsui Financial Group
Japan
$715K -$39.5K -656 -5%
FAIM
320
Financial Advocates Investment Management
Washington
$704K -$46.4K -780 -6%
RI
321
Ridgewood Investments
New Jersey
$701K -$97.7K -1,643 -12%
SSA
322
Schonfeld Strategic Advisors
New York
$697K -$748K -12,581 -52%
MFG
323
Merit Financial Group
Georgia
$678K +$56.1K +943 +9%
SOADOR
324
State of Alaska Department of Revenue
Alaska
$677K – – –
STA
325
Summit Trail Advisors
New York
$675K -$55.5K -934 -8%
11 12
13
14 15