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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 %
WP
326
Woodline Partners
California
$719K +$719K +11,584 New
DC
327
Davenport & Co
Virginia
$712K +$8.07K +130 +1%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$706K +$128K +1,853 +22%
SGI
329
Summit Global Investments
Utah
$702K +$35.7K +575 +5%
BF
330
BOK Financial
Oklahoma
$694K -$65.6K -1,042 -9%
QFA
331
Quattro Financial Advisors
Texas
$684K – – –
OHIS
332
Oak Harvest Investment Services
Texas
$683K +$683K +11,000 New
MCM
333
MAI Capital Management
Ohio
$681K -$148K -2,387 -18%
NW
334
NewEdge Wealth
Pennsylvania
$673K +$497 +8 +0.1%
STA
335
Summit Trail Advisors
New York
$671K -$101K -1,633 -13%
CCA
336
Carrera Capital Advisors
Michigan
$666K +$666K +10,731 New
M&T Bank
337
M&T Bank
New York
$664K +$34.6K +558 +6%
AL
338
Aspiriant LLC
California
$655K +$124 +2 +0%
P
339
&Partners
Tennessee
$646K +$178K +2,901 +38%
JCIA
340
Jackson Creek Investment Advisors
Colorado
$643K +$250K +4,032 +64%
SWM
341
SeaCrest Wealth Management
New York
$642K -$25.2K -406 -4%
MYAM
342
Meiji Yasuda Asset Management
Japan
$636K -$4.35K -70 -0.7%
SW
343
Simplicity Wealth
New Jersey
$635K +$3.23K +52 +0.5%
AIA
344
Affinity Investment Advisors
California
$628K – – –
BJL
345
Brighton Jones LLC
Washington
$625K -$198K -3,188 -24%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$616K -$51.8K -834 -8%
CB
347
Commerce Bank
Missouri
$612K +$21.2K +341 +4%
Wolverine Trading
348
Wolverine Trading
Illinois
$598K +$58.8K +954 +11%
PP
349
Prudential plc
United Kingdom
$590K +$590K +9,495 New
WMA
350
Wealth Management Associates
New Jersey
$585K -$28.3K -455 -5%
12 13
14
15 16