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DocuSign
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Overview Fund Activity

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$425M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$110M
3
Ameriprise
3
Ameriprise
Minnesota
$59M
4
KBC Group
4
KBC Group
Belgium
$71.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$44.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.12M
3
Millennium Management
3
Millennium Management
New York
$33.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$99.9M
5
LCM
5
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGIM
301
Cannon Global Investment Management
Florida
$914K +$26.4K +425 +3%
II
302
Inspire Investing
Idaho
$911K +$911K +14,668 New
Baird Financial Group
303
Baird Financial Group
Wisconsin
$909K -$65.5K -1,055 -7%
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$907K +$397K +6,390 +78%
Creative Planning
305
Creative Planning
Kansas
$897K +$47.6K +766 +6%
Jones Financial Companies
306
Jones Financial Companies
Missouri
$893K +$549K +8,904 +160%
IAS
307
IMA Advisory Services
Colorado
$886K +$886K +14,265 New
Natixis Advisors
308
Natixis Advisors
Massachusetts
$873K +$873K +14,058 New
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$860K -$81.2K -1,307 -9%
SA
310
Sanctuary Advisors
Indiana
$843K -$525K -6,317 -38%
AB
311
Amalgamated Bank
New York
$842K -$10.4K -167 -1%
TAM
312
Titleist Asset Management
Texas
$834K -$679K -10,939 -45%
LTAS
313
Linden Thomas Advisory Services
North Carolina
$831K +$6.27K +101 +0.8%
DT
314
Diversified Trust
Tennessee
$813K -$2.79K -45 -0.3%
MIM
315
MetLife Investment Management
New Jersey
$795K -$15.6K -251 -2%
MWM
316
Moran Wealth Management
Florida
$787K +$291K +4,692 +59%
HIM
317
Hillsdale Investment Management
Ontario, Canada
$772K +$118K +1,900 +18%
GAA
318
Green Alpha Advisors
Colorado
$756K -$37.2K -599 -5%
FRM
319
Fox Run Management
Connecticut
$753K +$753K +12,130 New
BBA
320
Baader Bank Aktiengesellschaft
Germany
$752K -$331K -5,353 -31%
Janus Henderson Group
321
Janus Henderson Group
United Kingdom
$752K +$86.8K +1,398 +13%
MML Investors Services
322
MML Investors Services
Massachusetts
$747K +$282K +4,538 +61%
CWM
323
CIBC World Markets
New York
$741K +$53K +853 +8%
VPIM
324
Vanguard Personalized Indexing Management
California
$735K +$109K +1,751 +17%
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$722K -$248K -3,996 -26%
11 12
13
14 15