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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$115M
2
Coatue Management
Coatue Management
New York
+$104M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$86.4M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$322M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$119M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$114M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
401
Vident Investment Advisory
Georgia
$424K -$269K -4,862 -39%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$422K -$5.26K -95 -1%
CMTU
403
Capital Markets Trading (UK)
United Kingdom
$420K -$543K -9,812 -56%
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$417K -$69.7K -1,257 -14%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$412K -$6.93K -125 -2%
BMCM
406
Bryn Mawr Capital Management
Pennsylvania
$408K +$8.26K +149 +2%
WI
407
WrapManager Inc
California
$406K -$105K -1,893 -21%
DIM
408
DC Investments Management
Virginia
$403K +$403K +7,279 New
PFS
409
Prospera Financial Services
Texas
$401K -$39.6K -714 -9%
LWAC
410
Laurel Wealth Advisors (California)
California
$399K -$4.98K -90 -1%
Lido Advisors
411
Lido Advisors
California
$393K +$46K +830 +13%
SIA
412
Schechter Investment Advisors
Michigan
$391K +$391K +7,050 New
AC
413
AXQ Capital
New Jersey
$391K +$391K +7,049 New
MCC
414
Malaga Cove Capital
California
$388K +$2.33K +42 +0.6%
BA
415
Bristlecone Advisors
Washington
$382K +$82.7K +1,493 +28%
EI
416
Ethic Inc
New York
$379K +$23.4K +422 +7%
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$374K -$1.4M -25,282 -79%
SCA
418
Snowden Capital Advisors
New York
$373K +$7.65K +138 +2%
PCP
419
Proficio Capital Partners
Massachusetts
$371K +$36.7K +659 +11%
CFM
420
Comprehensive Financial Management
California
$365K – – –
BPA
421
Beacon Pointe Advisors
California
$360K -$122K -2,200 -25%
KPWS
422
Kestra Private Wealth Services
Texas
$358K +$998 +18 +0.3%
PP
423
Prudential plc
United Kingdom
$347K +$347K +6,255 New
NFSG
424
Newbridge Financial Services Group
Florida
$344K +$64.9K +1,171 +23%
CAM
425
Cresset Asset Management
Illinois
$338K -$4.05K -73 -1%
15 16
17
18 19