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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 %
IP
326
Intellectus Partners
California
$673K -$80.3K -1,350 -11%
DC
327
Davenport & Co
Virginia
$673K +$67.9K +1,142 +11%
BJL
328
Brighton Jones LLC
Washington
$667K -$67.6K -1,137 -9%
NW
329
NewEdge Wealth
Pennsylvania
$667K +$667K +11,221 New
LTAS
330
Linden Thomas Advisory Services
North Carolina
$664K +$18.9K +318 +3%
KAS
331
Kestra Advisory Services
Texas
$662K -$592K -9,952 -47%
PCIA
332
Prime Capital Investment Advisors
Kansas
$661K -$127K -2,128 -16%
M&T Bank
333
M&T Bank
New York
$660K +$1.55K +26 +0.2%
Lazard Asset Management
334
Lazard Asset Management
New York
$643K +$368K +6,202 +134%
OQS
335
Occudo Quantitative Strategies
Florida
$642K -$152K -2,563 -19%
VPIM
336
Vanguard Personalized Indexing Management
California
$635K -$81.4K -1,370 -11%
HIM
337
Hillsdale Investment Management
Ontario, Canada
$633K – – –
BHCM
338
Brevan Howard Capital Management
Jersey
$627K +$305K +5,123 +94%
AL
339
Aspiriant LLC
California
$627K – – –
MSE
340
MUFG Securities EMEA
United Kingdom
$622K -$148K -2,490 -19%
GC
341
Guggenheim Capital
Illinois
$617K -$171K -2,879 -22%
OAM
342
Oxford Asset Management
United Kingdom
$614K +$614K +10,335 New
SWM
343
SeaCrest Wealth Management
New York
$606K +$13.3K +243 +2%
DADC
344
D.A. Davidson & Co
Montana
$598K +$26.8K +450 +5%
QFA
345
Quattro Financial Advisors
Texas
$595K -$100M -9,941 -99%
LBWM
346
Left Brain Wealth Management
Illinois
$591K -$23.2K -390 -4%
VWM
347
Venturi Wealth Management
Texas
$591K -$73.9K -1,243 -11%
FHA
348
Flagship Harbor Advisors
Massachusetts
$582K +$3.63K +61 +0.6%
EP
349
Edgestream Partners
New Jersey
$579K -$1.04M -17,557 -64%
MYAM
350
Meiji Yasuda Asset Management
Japan
$578K +$3.57K +60 +0.6%
12 13
14
15 16