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DocuSign
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Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
2
NMO
Newlands Management Operations
Texas
+$88.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$75.2M
4
Man Group
Man Group
United Kingdom
+$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$296M
2
Coatue Management
Coatue Management
New York
-$165M
3
Morgan Stanley
Morgan Stanley
New York
-$36.6M
4
Ameriprise
Ameriprise
Minnesota
-$36.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
376
Canandaigua National Bank & Trust
New York
$429K -$15.1K -295 -3%
GBT
377
Grove Bank & Trust
Florida
$429K +$12.4K +242 +3%
PTC
378
Petrus Trust Company
Texas
$428K +$428K +8,381 New
PA
379
Pinnacle Associates
New York
$422K +$90.2K +1,765 +27%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$420K -$91.8K -1,797 -18%
PCIA
381
Prime Capital Investment Advisors
Kansas
$420K +$107K +2,099 +34%
MF
382
Manchester Financial
California
$414K -$2.66K -52 -0.6%
MSE
383
MUFG Securities EMEA
United Kingdom
$413K -$427K -8,364 -51%
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
$411K -$46.3K -906 -10%
I
385
InceptionR
California
$403K -$315K -6,173 -44%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$401K +$10.4K +203 +3%
HIM
387
Hillsdale Investment Management
Ontario, Canada
$393K +$383K +7,500 +3,947%
CF
388
Centaurus Financial
California
$392K -$80.6K -1,577 -17%
IAS
389
Insigneo Advisory Services
Florida
$390K -$61.1K -1,195 -14%
Bank Julius Baer & Co
390
Bank Julius Baer & Co
Switzerland
$387K -$86.4K -1,692 -18%
SIA
391
Schechter Investment Advisors
Michigan
$383K +$7.72K +151 +2%
AIMCA
392
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$378K – – –
WS
393
Wedbush Securities
California
$373K -$48.6K -953 -12%
DIM
394
DC Investments Management
Virginia
$372K – – –
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$370K +$3.58K +70 +1%
MCC
396
Malaga Cove Capital
California
$368K +$10.2K +200 +3%
ETC
397
Exchange Traded Concepts
Oklahoma
$365K -$2.4K -47 -0.7%
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$364K +$364K +7,133 New
AFA
399
Abacus FCF Advisors
Florida
$362K -$2.35K -46 -0.6%
MYLI
400
Meiji Yasuda Life Insurance
Japan
$358K -$257K -5,037 -42%
14 15
16
17 18