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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$221M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$107M
4
Coatue Management
Coatue Management
New York
+$92.6M
5
Ameriprise
Ameriprise
Minnesota
+$44.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
376
Manchester Financial
California
$476K -$17.1K -294 -3%
GBT
377
Grove Bank & Trust
Florida
$475K +$7.46K +128 +2%
GAA
378
Green Alpha Advisors
Colorado
$471K +$168K +2,875 +55%
E
379
Ergoteles
New York
$468K -$3.69M -63,313 -89%
OR
380
Olympiad Research
Connecticut
$468K +$468K +8,021 New
Verition Fund Management
381
Verition Fund Management
Connecticut
$462K -$69.1K -1,186 -13%
NW
382
NewEdge Wealth
Pennsylvania
$451K -$13.4K -229 -3%
FCA
383
FinTrust Capital Advisors
South Carolina
$448K – – –
CIBC World Market
384
CIBC World Market
Ontario, Canada
$446K -$1.74M -29,843 -80%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$446K +$1.4K +24 +0.3%
AWM
386
AE Wealth Management
Kansas
$445K -$1.07M -18,317 -71%
BIAS
387
Beacon Investment Advisory Services
New Jersey
$440K -$21.3K -365 -5%
JF
388
Jump Financial
Illinois
$440K -$7.55M -129,447 -94%
AA
389
ALPS Advisors
Colorado
$436K -$494K -8,465 -53%
BMSSC
390
B. Metzler seel. Sohn & Co
Germany
$432K -$6.88K -118 -2%
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$431K -$1.87K -32 -0.4%
AIMCA
392
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$431K +$431K +7,400 New
SIA
393
Schechter Investment Advisors
Michigan
$429K +$17.7K +304 +4%
DIM
394
DC Investments Management
Virginia
$424K – – –
BMCM
395
Bryn Mawr Capital Management
Pennsylvania
$421K -$7.46K -128 -2%
ETC
396
Exchange Traded Concepts
Oklahoma
$419K -$48.7K -836 -10%
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$418K +$128K +2,193 +44%
SCA
398
Snowden Capital Advisors
New York
$416K +$24.1K +413 +6%
AFA
399
Abacus FCF Advisors
Florida
$416K +$69.5K +1,192 +20%
MCC
400
Malaga Cove Capital
California
$409K – – –
14 15
16
17 18