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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 %
TAM
401
Titleist Asset Management
Texas
$406K +$406K +6,966 New
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$399K +$5.13K +88 +1%
FIA
403
Foundations Investment Advisors
Arizona
$399K +$399K +6,838 New
IWC
404
Integrated Wealth Concepts
Massachusetts
$398K +$106K +1,819 +36%
PL
405
Parkwood LLC
Ohio
$398K +$398K +6,835 New
KPWS
406
Kestra Private Wealth Services
Texas
$389K +$12.2K +209 +3%
XT
407
XTX Topco
Cayman Islands
$389K +$389K +6,670 New
CFM
408
Comprehensive Financial Management
California
$384K – – –
PA
409
Pinnacle Associates
New York
$379K +$92K +1,578 +32%
VIA
410
Vident Investment Advisory
Georgia
$377K -$69.6K -1,193 -16%
PP
411
Prudential plc
United Kingdom
$365K – – –
PCP
412
Proficio Capital Partners
Massachusetts
$364K -$23.9K -410 -6%
Wolverine Trading
413
Wolverine Trading
Illinois
$360K -$22.4M -396,201 -98%
BA
414
Bristlecone Advisors
Washington
$359K -$43.3K -742 -11%
PCIA
415
Prime Capital Investment Advisors
Kansas
$357K +$357K +6,121 New
TC
416
Truvestments Capital
Florida
$354K +$40.8K +700 +13%
PFS
417
Prospera Financial Services
Texas
$353K -$69.1K -1,185 -16%
VIM
418
Vinva Investment Management
Australia
$353K +$353K +6,239 New
BPA
419
Beacon Pointe Advisors
California
$352K -$26.6K -457 -7%
CFA
420
Compass Financial Advisors
Indiana
$340K -$2.39K -41 -0.7%
PCS
421
Personal CFO Solutions
New Jersey
$339K +$8.69K +149 +3%
CCP
422
Carmel Capital Partners
California
$339K +$16.8K +288 +5%
WWM
423
Western Wealth Management
Colorado
$338K -$2.92K -50 -0.9%
FHA
424
Flagship Harbor Advisors
Massachusetts
$336K +$1.34K +23 +0.4%
TMAM
425
Tokio Marine Asset Management
Japan
$330K +$24.8K +426 +8%
15 16
17
18 19