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DocuSign
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Overview Fund Activity

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$425M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$110M
3
Ameriprise
3
Ameriprise
Minnesota
$59M
4
KBC Group
4
KBC Group
Belgium
$71.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$44.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.12M
3
Millennium Management
3
Millennium Management
New York
$33.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$99.9M
5
LCM
5
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IGAM
351
iA Global Asset Management
Quebec, Canada
$581K +$114K +1,842 +25%
Focus Partners Wealth
352
Focus Partners Wealth
Massachusetts
$573K +$573K +9,234 New
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$572K +$572K +9,211 New
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$567K -$4.96K -80 -0.9%
RWB
355
RMR Wealth Builders
New Jersey
$566K -$4.16K -67 -0.7%
SG Americas Securities
356
SG Americas Securities
New York
$563K -$512K -8,249 -48%
BG
357
Bollard Group
Massachusetts
$562K – – –
PWA
358
Prairie Wealth Advisors
Nebraska
$560K -$40K -645 -7%
FP
359
Foundry Partners
Minnesota
$553K +$553K +8,899 New
LBWM
360
Left Brain Wealth Management
Illinois
$549K -$2.48K -40 -0.5%
AI
361
Atria Investments
North Carolina
$549K +$5.96K +96 +1%
FAIM
362
Financial Advocates Investment Management
Washington
$530K -$78.2K -1,259 -13%
PA
363
Profund Advisors
Maryland
$527K -$272K -4,387 -34%
BCM
364
Beck Capital Management
Texas
$527K +$34K +547 +7%
GC
365
Garde Capital
Washington
$521K – – –
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$518K -$129K -2,083 -20%
RCAG
367
Rehmann Capital Advisory Group
Michigan
$514K -$25.5K -401 -5%
BP
368
BNP Paribas
France
$514K – – –
APG Asset Management
369
APG Asset Management
Netherlands
$513K -$11.7M -210,186 -96%
IP
370
Intellectus Partners
California
$495K -$49.4K -795 -9%
JWCA
371
J.W. Cole Advisors
Florida
$493K +$9.62K +155 +2%
MC
372
Machina Capital
France
$492K +$492K +7,918 New
RB
373
Rodgers Brothers
Pennsylvania
$487K -$9.31K -150 -2%
XT
374
XTX Topco
Cayman Islands
$473K -$1.88M -30,244 -80%
EFS
375
Essex Financial Services
Connecticut
$472K -$11.6K -164 -2%
13 14
15
16 17