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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 %
M&T Bank
326
M&T Bank
New York
$664K +$2.2K +37 +0.3%
FAIM
327
Financial Advocates Investment Management
Washington
$662K -$43.8K -735 -6%
GC
328
Guggenheim Capital
Illinois
$655K +$36.9K +620 +6%
DC
329
Davenport & Co
Virginia
$655K -$19K -319 -3%
HH
330
Hilltop Holdings
Texas
$647K -$223K -3,745 -26%
PWA
331
Prairie Wealth Advisors
Nebraska
$645K +$645K +10,823 New
NA
332
NewEdge Advisors
Louisiana
$635K +$315K +5,295 +99%
KA
333
Kerrisdale Advisers
Florida
$635K +$635K +10,655 New
NW
334
NewEdge Wealth
Pennsylvania
$632K -$27.6K -469 -4%
AL
335
Aspiriant LLC
California
$628K +$179 +3 +0%
HIM
336
Hillsdale Investment Management
Ontario, Canada
$628K -$5.96K -100 -0.9%
MSE
337
MUFG Securities EMEA
United Kingdom
$623K – – –
DWA
338
Delap Wealth Advisory
Oregon
$619K +$619K +10,399 New
MYAM
339
Meiji Yasuda Asset Management
Japan
$618K +$38.7K +650 +7%
SW
340
Simplicity Wealth
New Jersey
$604K +$604K +10,137 New
DADC
341
D.A. Davidson & Co
Montana
$601K +$1.19K +20 +0.2%
VWM
342
Venturi Wealth Management
Texas
$596K +$4.82K +81 +0.8%
QFA
343
Quattro Financial Advisors
Texas
$596K +$592K +9,941 +16,849%
TCBWMS
344
Texas Capital Bank Wealth Management Services
Texas
$596K +$596K +10,000 New
SPIA
345
Steward Partners Investment Advisory
New York
$586K +$121K +2,027 +26%
BRWA
346
B. Riley Wealth Advisors
Florida
$583K -$4.49K -107 -0.8%
VPIM
347
Vanguard Personalized Indexing Management
California
$583K -$53.3K -895 -8%
IP
348
Intellectus Partners
California
$579K -$95.3K -1,600 -14%
BAMF
349
BI Asset Management Fondsmaeglerselskab
Denmark
$577K -$10.5M -175,794 -95%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$576K +$35.8K +602 +7%
12 13
14
15 16