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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
+$155M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$118M
3
Citadel Advisors
Citadel Advisors
Florida
+$115M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$402M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$255M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$84M
4
Two Sigma Investments
Two Sigma Investments
New York
-$78.6M
5
CIM
Contrarius Investment Management
Jersey
-$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$881K -$9.3M -160,365 -91%
PI
302
PFG Investments
New York
$871K +$871K +14,619 New
KAS
303
Kestra Advisory Services
Texas
$850K +$188K +3,152 +28%
AB
304
Amalgamated Bank
New York
$823K -$561K -9,414 -41%
PL
305
Parkwood LLC
Ohio
$821K +$464K +7,803 +130%
MCM
306
MAI Capital Management
Ohio
$821K -$1.25K -21 -0.2%
Boston Partners
307
Boston Partners
Massachusetts
$816K -$257K -4,313 -24%
BJL
308
Brighton Jones LLC
Washington
$804K +$136K +2,279 +20%
GAA
309
Green Alpha Advisors
Colorado
$803K -$3.1K -52 -0.4%
TC
310
Tairen Capital
Hong Kong
$768K +$768K +12,900 New
CA
311
Cetera Advisors
Colorado
$766K +$211K +3,542 +38%
MFG
312
Merit Financial Group
Georgia
$753K +$70.6K +1,180 +10%
BF
313
BOK Financial
Oklahoma
$747K -$5.77K -99 -0.8%
PP
314
Patten & Patten
Tennessee
$746K -$183K -3,071 -20%
Creative Planning
315
Creative Planning
Kansas
$746K +$2.8K +47 +0.4%
MAM
316
Meeder Asset Management
Ohio
$735K -$886K -14,884 -55%
MIM
317
MetLife Investment Management
New Jersey
$733K +$2.26K +38 +0.3%
STA
318
Summit Trail Advisors
New York
$732K +$55.5K +932 +8%
AWS
319
Atria Wealth Solutions
New York
$720K +$154K +2,581 +27%
SMFG
320
Sumitomo Mitsui Financial Group
Japan
$708K – – –
IA
321
Inspire Advisors
Idaho
$704K +$255K +4,287 +57%
LCM
322
Landscape Capital Management
New Jersey
$679K -$57.5K -965 -8%
LTAS
323
Linden Thomas Advisory Services
North Carolina
$679K +$12.9K +217 +2%
SWM
324
SeaCrest Wealth Management
New York
$675K +$14.3K +240 +2%
DT
325
Diversified Trust
Tennessee
$664K +$296K +4,963 +80%
11 12
13
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