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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$221M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$107M
4
Coatue Management
Coatue Management
New York
+$92.6M
5
Ameriprise
Ameriprise
Minnesota
+$44.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
351
Jupiter Asset Management
United Kingdom
$566K +$566K +9,712 New
USCWA
352
U.S. Capital Wealth Advisors
Texas
$561K +$35.1K +602 +7%
DI
353
DFPG Investments
Utah
$559K -$17.6K -302 -3%
IAIM
354
International Assets Investment Management
Florida
$547K -$221K -3,794 -29%
Bank Julius Baer & Co
355
Bank Julius Baer & Co
Switzerland
$540K +$50.8K +871 +10%
CF
356
Centaurus Financial
California
$539K -$3.79K -65 -0.7%
WI
357
WrapManager Inc
California
$538K +$111K +1,901 +26%
EOJOAM
358
E. Ohman J:or Asset Management
Sweden
$536K – – –
BG
359
Bollard Group
Massachusetts
$528K – – –
WMSA
360
Weiss Multi-Strategy Advisers
New York
$525K -$123K -2,100 -19%
Mackenzie Financial
361
Mackenzie Financial
Ontario, Canada
$523K -$112K -1,927 -18%
EI
362
Ethic Inc
New York
$522K +$123K +2,118 +31%
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$522K +$3.67K +63 +0.7%
LBWM
364
Left Brain Wealth Management
Illinois
$521K +$521K +10,529 New
PA
365
Parallel Advisors
California
$520K -$84.9K -1,456 -14%
IAS
366
Insigneo Advisory Services
Florida
$515K +$166K +2,854 +48%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$514K -$24K -412 -4%
RAM
368
Redmond Asset Management
Virginia
$514K -$50.7K -870 -9%
Prudential Financial
369
Prudential Financial
New Jersey
$511K -$23.1K -380 -4%
CNBT
370
Canandaigua National Bank & Trust
New York
$507K +$507K +8,694 New
GC
371
Garde Capital
Washington
$506K -$132K -2,269 -21%
Wealthfront Advisers
372
Wealthfront Advisers
California
$491K +$16.5K +283 +3%
CF
373
Copperwynd Financial
Arizona
$487K +$199K +3,421 +69%
WS
374
Wedbush Securities
California
$482K -$8.4K -144 -2%
RWB
375
RMR Wealth Builders
New Jersey
$476K – – –
13 14
15
16 17