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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
376
Centaurus Financial
California
$517K +$37K +622 +8%
Bank Julius Baer & Co
377
Bank Julius Baer & Co
Switzerland
$517K -$4.88K -82 -0.9%
GC
378
Gilbert & Cook
Iowa
$505K +$35.9K +604 +8%
GC
379
Garde Capital
Washington
$498K – – –
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$489K +$42.2K +710 +9%
BCV
381
Banque Cantonale Vaudoise
Switzerland
$488K +$129K +2,162 +36%
M1FG
382
Mach-1 Financial Group
Arkansas
$484K -$173K -2,915 -26%
WMA
383
Wealth Management Associates
New Jersey
$476K +$476K +8,005 New
RB
384
Rodgers Brothers
Pennsylvania
$471K +$53.5K +900 +13%
SPIA
385
Steward Partners Investment Advisory
New York
$464K +$90.6K +1,524 +24%
BSI
386
Bennett Selby Investments
Maine
$452K -$19.8K -333 -4%
PA
387
Pinnacle Associates
New York
$450K -$30.9K -519 -6%
IA
388
Inspire Advisors
Idaho
$448K +$32.6K +548 +8%
MF
389
Manchester Financial
California
$441K -$27.2K -458 -6%
AIMCA
390
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$440K – – –
EL
391
Essex LLC
Illinois
$437K -$141K -2,365 -24%
IWC
392
Integrated Wealth Concepts
Massachusetts
$435K -$95.8K -1,611 -18%
DIM
393
DC Investments Management
Virginia
$433K – – –
ETC
394
Exchange Traded Concepts
Oklahoma
$431K +$38.5K +647 +10%
KPWS
395
Kestra Private Wealth Services
Texas
$425K -$72.1K -1,213 -15%
TMAM
396
Tokio Marine Asset Management
Japan
$415K +$10.9K +184 +3%
JCIA
397
Jackson Creek Investment Advisors
Colorado
$409K +$409K +6,888 New
FAM
398
Fred Alger Management
New York
$397K +$397K +6,677 New
SDWIA
399
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$396K +$396K +6,657 New
WAM
400
Weatherly Asset Management
California
$393K -$187K -3,145 -32%
14 15
16
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