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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
$204M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$118M
3
Citadel Advisors
Citadel Advisors
Florida
$162M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$187M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$76.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
Two Sigma Investments
New York
$91.8M
5
CIM
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
351
Quantbot Technologies
New York
$571K +$571K +9,595 New
FHA
352
Flagship Harbor Advisors
Massachusetts
$571K -$12.1K -204 -2%
RI
353
Ridgewood Investments
New Jersey
$568K -$134K -2,257 -19%
IGAM
354
iA Global Asset Management
Quebec, Canada
$565K +$299K +5,018 +112%
PCA
355
Pallas Capital Advisors
Massachusetts
$563K +$563K +9,462 New
IAA
356
Independent Advisor Alliance
North Carolina
$551K -$191K -3,208 -26%
EOJOAM
357
E. Ohman J:or Asset Management
Sweden
$548K – – –
RWB
358
RMR Wealth Builders
New Jersey
$546K -$4.23K -71 -0.8%
CB
359
Commerce Bank
Missouri
$546K -$1.49K -25 -0.3%
BG
360
Bollard Group
Massachusetts
$539K – – –
LBWM
361
Left Brain Wealth Management
Illinois
$539K -$52.7K -885 -9%
WMA
362
Wealth Management Associates
New Jersey
$528K +$100K +1,870 +23%
QCM
363
Qsemble Capital Management
New York
$513K +$513K +8,611 New
GC
364
Gilbert & Cook
Iowa
$511K +$4.65K +78 +0.9%
SOADOR
365
State of Alaska Department of Revenue
Alaska
$507K -$171K -2,875 -25%
KA
366
Kovack Advisors
Florida
$503K -$18.4K -309 -4%
RCAG
367
Rehmann Capital Advisory Group
Michigan
$499K +$127K +2,130 +34%
GC
368
Garde Capital
Washington
$499K +$893 +15 +0.2%
CWM
369
CIBC World Markets
New York
$497K +$160K +2,688 +47%
BP
370
BNP Paribas
France
$495K +$495K +8,300 New
UWS
371
Unique Wealth Strategies
Illinois
$494K +$494K +8,299 New
MCCP
372
Mission Creek Capital Partners
California
$482K +$482K +8,086 New
Bank Julius Baer & Co
373
Bank Julius Baer & Co
Switzerland
$480K -$37.5K -630 -7%
MAM
374
Martingale Asset Management
Massachusetts
$479K +$479K +8,042 New
RB
375
Rodgers Brothers
Pennsylvania
$479K +$7.44K +125 +2%
13 14
15
16 17