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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
351
Prudential plc
United Kingdom
$577K +$206K +3,469 +56%
TCM
352
Telos Capital Management
California
$575K +$575K +9,668 New
CANY
353
Caxton Associates (New York)
New York
$574K -$11.3M -190,341 -95%
Wellington Management Group
354
Wellington Management Group
Massachusetts
$566K -$546K -9,192 -49%
AWS
355
Atria Wealth Solutions
New York
$566K -$28.8K -485 -5%
MML Investors Services
356
MML Investors Services
Massachusetts
$564K +$88.7K +1,492 +19%
CCP
357
Carmel Capital Partners
California
$562K -$56.5K -950 -9%
CA
358
Cetera Advisors
Colorado
$554K -$771K -12,969 -58%
Teacher Retirement System of Texas
359
Teacher Retirement System of Texas
Texas
$553K -$379K -6,376 -41%
ADIM
360
Alpha DNA Investment Management
Maryland
$550K -$192K -3,224 -26%
RWB
361
RMR Wealth Builders
New Jersey
$550K +$1.25K +21 +0.2%
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$547K – – –
CB
363
Commerce Bank
Missouri
$547K -$61K -1,026 -10%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$540K -$1.52M -25,567 -74%
BG
365
Bollard Group
Massachusetts
$538K – – –
CC
366
Cipher Capital
New York
$537K +$537K +9,032 New
TRCT
367
Tower Research Capital (TRC)
New York
$534K +$7.25K +122 +1%
Truist Financial
368
Truist Financial
North Carolina
$534K -$256K -4,309 -32%
BFM
369
Boothbay Fund Management
New York
$532K +$532K +8,952 New
VIM
370
Vinva Investment Management
Australia
$524K +$524K +8,709 New
AP
371
Americana Partners
Texas
$524K -$21.9K -368 -4%
Comerica Bank
372
Comerica Bank
Texas
$523K +$29K +488 +6%
IAIM
373
International Assets Investment Management
Florida
$522K -$162K -2,720 -24%
KA
374
Kovack Advisors
Florida
$520K +$6.18K +104 +1%
MYLI
375
Meiji Yasuda Life Insurance
Japan
$518K +$101K +1,700 +24%
13 14
15
16 17