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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 %
ESCM
326
Echo Street Capital Management
New York
$631K +$364K +7,120 +136%
AA
327
ALPS Advisors
Colorado
$627K +$245K +4,795 +64%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$613K +$102K +2,000 +20%
M&T Bank
329
M&T Bank
New York
$612K -$32.8K -641 -5%
CG
330
Cutler Group
California
$611K -$372K -7,281 -38%
STA
331
Summit Trail Advisors
New York
$611K +$17.5K +343 +3%
Truist Financial
332
Truist Financial
North Carolina
$607K -$182K -3,555 -23%
SWM
333
SeaCrest Wealth Management
New York
$599K +$4.55K +89 +0.8%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$599K -$32.3K -632 -5%
PAG
335
Private Advisor Group
New Jersey
$597K +$68.4K +1,339 +13%
TI
336
Tidal Investments
Wisconsin
$581K -$33.7K -660 -5%
SOADOR
337
State of Alaska Department of Revenue
Alaska
$581K +$581K +11,390 New
DI
338
DFPG Investments
Utah
$570K +$51.3K +947 +10%
MFG
339
Merit Financial Group
Georgia
$562K -$11K -215 -2%
VF
340
Virtu Financial
New York
$556K +$556K +10,874 New
MA
341
Mutual Advisors
Nebraska
$551K -$70.5K -1,379 -11%
WIM
342
Waycross Investment Management
Washington
$543K -$23.7K -464 -4%
VWM
343
Venturi Wealth Management
Texas
$543K – – –
LBWM
344
Left Brain Wealth Management
Illinois
$542K +$4.09K +80 +0.8%
AL
345
Aspiriant LLC
California
$539K – – –
DC
346
Davenport & Co
Virginia
$537K +$28.4K +555 +6%
IAS
347
IMA Advisory Services
Colorado
$536K +$31.8K +622 +6%
M1FG
348
Mach-1 Financial Group
Arkansas
$533K +$533K +10,441 New
BSI
349
Bennett Selby Investments
Maine
$526K -$27.2K -533 -5%
OR
350
Olympiad Research
Connecticut
$526K +$116K +2,272 +28%
12 13
14
15 16