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DocuSign
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Overview Fund Activity

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$116M
2
Fidelity International
2
Fidelity International
Bermuda
$103M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$188M
4
BlackRock
4
BlackRock
New York
$781M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$254M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$76.1M
2
Capital International Investors
2
Capital International Investors
California
$51.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$77.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
351
NewEdge Advisors
Louisiana
$480K -$90.3K -1,688 -16%
Capstone Investment Advisors
352
Capstone Investment Advisors
New York
$475K -$730K -13,652 -61%
LBWM
353
Left Brain Wealth Management
Illinois
$475K -$9.1K -170 -2%
Boston Partners
354
Boston Partners
Massachusetts
$471K -$262K -4,901 -36%
IP
355
Intellectus Partners
California
$469K -$51K -954 -10%
Wolverine Trading
356
Wolverine Trading
Illinois
$468K -$752K -14,049 -62%
AI
357
Atria Investments
North Carolina
$468K +$468K +8,740 New
BRWA
358
B. Riley Wealth Advisors
Florida
$456K -$287K -5,363 -39%
KA
359
Kovack Advisors
Florida
$454K +$2.35K +44 +0.5%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$454K +$5.3K +99 +1%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$450K +$66.3K +1,239 +17%
GC
362
Garde Capital
Washington
$449K – – –
BP
363
BNP Paribas
France
$444K – – –
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$439K +$156K +2,925 +55%
SOADOR
365
State of Alaska Department of Revenue
Alaska
$436K -$18.7K -350 -4%
Pzena Investment Management
366
Pzena Investment Management
New York
$434K +$136K +2,541 +46%
RB
367
Rodgers Brothers
Pennsylvania
$427K -$2.68K -50 -0.6%
MWM
368
Moran Wealth Management
Florida
$427K +$147K +2,740 +52%
BCM
369
Beck Capital Management
Texas
$425K +$425K +7,938 New
RI
370
Ridgewood Investments
New Jersey
$422K -$88.4K -1,653 -17%
SPIA
371
Steward Partners Investment Advisory
New York
$418K -$108K -2,014 -20%
JWCA
372
J.W. Cole Advisors
Florida
$417K – – –
GC
373
Gilbert & Cook
Iowa
$415K -$43.8K -819 -10%
PI
374
PFG Investments
New York
$413K -$370K -6,908 -47%
TCM
375
Telos Capital Management
California
$408K -$20.1K -375 -5%
13 14
15
16 17