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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 %
STA
326
Summit Trail Advisors
New York
$677K -$1.87M -32,143 -73%
TCM
327
Teza Capital Management
Illinois
$673K +$673K +11,536 New
MFG
328
Merit Financial Group
Georgia
$654K +$17.3K +297 +3%
New York State Teachers Retirement System (NYSTRS)
329
New York State Teachers Retirement System (NYSTRS)
New York
$647K +$647K +11,101 New
KA
330
Kovack Advisors
Florida
$647K -$1.46K -25 -0.2%
WIM
331
Waycross Investment Management
Washington
$647K -$8.22K -141 -1%
Allspring Global Investments
332
Allspring Global Investments
North Carolina
$637K -$16K -275 -2%
BSI
333
Bennett Selby Investments
Maine
$631K -$58.1K -997 -8%
VWM
334
Venturi Wealth Management
Texas
$619K +$68.4K +1,173 +12%
AL
335
Aspiriant LLC
California
$615K -$1.57K -27 -0.3%
JAFL
336
Jay A. Fishman Ltd
Michigan
$608K -$75.8K -1,300 -11%
Franklin Resources
337
Franklin Resources
California
$608K -$179K -3,067 -23%
PAG
338
Private Advisor Group
New Jersey
$604K +$604K +10,352 New
Lido Advisors
339
Lido Advisors
California
$604K +$190K +3,265 +46%
LNWTC
340
Laird Norton Wetherby Trust Company
Washington
$590K – – –
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$584K -$131K -2,255 -18%
CUAMC
342
China Universal Asset Management Company
China
$583K – – –
QFA
343
Quattro Financial Advisors
Texas
$583K – – –
TCBWMS
344
Texas Capital Bank Wealth Management Services
Texas
$583K +$583K +10,000 New
MFS
345
Monetta Financial Services
Illinois
$583K +$583K +10,000 New
BAM
346
Blueshift Asset Management
New Jersey
$582K +$582K +9,982 New
DC
347
Davenport & Co
Virginia
$581K +$9.5K +163 +2%
MYAM
348
Meiji Yasuda Asset Management
Japan
$576K +$29.6K +507 +5%
IAS
349
IMA Advisory Services
Colorado
$576K +$25.2K +433 +5%
SAM
350
Shell Asset Management
Netherlands
$570K – – –
12 13
14
15 16