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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$115M
2
Coatue Management
Coatue Management
New York
+$104M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$86.4M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$322M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$119M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$114M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
351
Federated Hermes
Pennsylvania
$611K -$32.7M -589,291 -98%
CA
352
Cetera Advisors
Colorado
$607K +$49K +885 +9%
GC
353
Garde Capital
Washington
$606K +$606K +10,940 New
MFG
354
Merit Financial Group
Georgia
$605K +$605K +10,919 New
TI
355
Tidal Investments
Wisconsin
$605K +$32.3K +583 +6%
Mackenzie Financial
356
Mackenzie Financial
Ontario, Canada
$604K -$491K -8,862 -45%
Public Sector Pension Investment Board (PSP Investments)
357
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$595K +$595K +10,741 New
DI
358
DFPG Investments
Utah
$589K +$589K +9,883 New
AL
359
Aspiriant LLC
California
$586K – – –
FGIM
360
First Growth Investment Manager
California
$582K -$1.76M -31,750 -75%
PA
361
Parallel Advisors
California
$575K -$93.4K -1,685 -14%
LNWTC
362
Laird Norton Wetherby Trust Company
Washington
$561K +$561K +10,116 New
QFA
363
Quattro Financial Advisors
Texas
$554K – – –
CUAMC
364
China Universal Asset Management Company
China
$554K – – –
DC
365
Davenport & Co
Virginia
$543K -$9.87K -178 -2%
SAM
366
Shell Asset Management
Netherlands
$542K -$83.4K -1,506 -13%
HH
367
Hilltop Holdings
Texas
$538K +$160K +2,885 +42%
RAM
368
Redmond Asset Management
Virginia
$536K +$23K +415 +4%
KeyBank National Association
369
KeyBank National Association
Ohio
$526K -$45.6K -823 -8%
VWM
370
Venturi Wealth Management
Texas
$524K -$273K -4,930 -34%
IAS
371
IMA Advisory Services
Colorado
$523K -$1.17M -21,178 -69%
BC
372
Brookfield Corp
Ontario, Canada
$521K +$521K +9,399 New
PRC
373
Pearl River Capital
Michigan
$518K -$515K -9,292 -50%
CF
374
Centaurus Financial
California
$516K +$78K +1,409 +18%
LNWWM
375
Laird Norton Wetherby Wealth Management
California
$512K +$12.6K +227 +3%
13 14
15
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