DOCU icon

DocuSign
DOCU

Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
2
NMO
Newlands Management Operations
Texas
+$88.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$75.2M
4
Man Group
Man Group
United Kingdom
+$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$296M
2
Coatue Management
Coatue Management
New York
-$165M
3
Morgan Stanley
Morgan Stanley
New York
-$36.6M
4
Ameriprise
Ameriprise
Minnesota
-$36.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
351
U.S. Capital Wealth Advisors
Texas
$525K +$33.1K +648 +7%
US Bancorp
352
US Bancorp
Minnesota
$524K -$218K -4,263 -29%
CB
353
Commerce Bank
Missouri
$517K -$139K -2,713 -21%
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
$516K -$511 -10 -0.1%
NW
355
NewEdge Wealth
Pennsylvania
$516K +$120K +2,352 +30%
N
356
Natixis
France
$515K +$253K +4,951 +97%
QFA
357
Quattro Financial Advisors
Texas
$511K – – –
GCP
358
GSA Capital Partners
United Kingdom
$494K +$221K +4,325 +81%
Wealthfront Advisers
359
Wealthfront Advisers
California
$493K +$63.1K +1,236 +15%
RWB
360
RMR Wealth Builders
New Jersey
$489K +$71.2K +1,393 +17%
MYAM
361
Meiji Yasuda Asset Management
Japan
$476K -$28.6K -560 -6%
IAIM
362
International Assets Investment Management
Florida
$475K -$4.34K -85 -0.9%
EOJOAM
363
E. Ohman J:or Asset Management
Sweden
$470K – – –
BCM
364
Beck Capital Management
Texas
$467K +$467K +9,135 New
BG
365
Bollard Group
Massachusetts
$463K +$766 +15 +0.2%
GAA
366
Green Alpha Advisors
Colorado
$457K +$43.8K +858 +11%
WI
367
WrapManager Inc
California
$452K -$19K -372 -4%
SAM
368
Shell Asset Management
Netherlands
$451K -$49.4K -966 -10%
FCA
369
FinTrust Capital Advisors
South Carolina
$448K – – –
RAM
370
Redmond Asset Management
Virginia
$448K -$2.55K -50 -0.6%
PA
371
Parallel Advisors
California
$444K -$11.6K -228 -3%
PL
372
Parkwood LLC
Ohio
$442K +$92.5K +1,810 +26%
KA
373
Kovack Advisors
Florida
$438K -$129K -2,519 -23%
GC
374
Garde Capital
Washington
$438K -$5.11K -100 -1%
CF
375
Copperwynd Financial
Arizona
$437K +$10.3K +201 +2%
13 14
15
16 17