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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 %
KPWS
401
Kestra Private Wealth Services
Texas
$355K +$14K +274 +4%
BCP
402
Berylson Capital Partners
Massachusetts
$353K +$353K +6,900 New
CIBC Asset Management
403
CIBC Asset Management
Ontario, Canada
$350K +$255 +5 +0.1%
TCM
404
Teza Capital Management
Illinois
$348K -$242K -4,733 -41%
WBC
405
Westpac Banking Corp
Australia
$347K -$436K -8,541 -56%
SCA
406
Snowden Capital Advisors
New York
$340K -$24.5K -479 -7%
CFM
407
Comprehensive Financial Management
California
$337K – – –
VIA
408
Vident Investment Advisory
Georgia
$336K +$5.77K +113 +2%
BMCM
409
Bryn Mawr Capital Management
Pennsylvania
$332K -$37.7K -737 -10%
TMAM
410
Tokio Marine Asset Management
Japan
$331K +$41.4K +810 +14%
FHA
411
Flagship Harbor Advisors
Massachusetts
$329K +$34.7K +679 +12%
GIA
412
Gladstone Institutional Advisory
Florida
$325K -$1.17M -22,918 -78%
RB
413
Rodgers Brothers
Pennsylvania
$323K +$59.5K +1,165 +23%
PL
414
Perpetual Ltd
Australia
$322K +$322K +6,312 New
PP
415
Prudential plc
United Kingdom
$318K -$1.12K -22 -0.4%
NFSG
416
Newbridge Financial Services Group
Florida
$316K +$31.6K +619 +11%
AP
417
Americana Partners
Texas
$315K +$40.1K +785 +15%
KWA
418
Kingswood Wealth Advisors
California
$313K +$313K +6,120 New
JF
419
Jump Financial
Illinois
$313K -$72.9K -1,426 -19%
PCP
420
Proficio Capital Partners
Massachusetts
$312K -$7.72K -151 -2%
MWM
421
Meridian Wealth Management
Kentucky
$310K +$310K +6,062 New
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$309K -$69K -1,351 -18%
SPM
423
Symmetry Peak Management
Pennsylvania
$307K +$307K +6,000 New
BA
424
Bristlecone Advisors
Washington
$305K -$9.66K -189 -3%
Loomis, Sayles & Company
425
Loomis, Sayles & Company
Massachusetts
$303K +$303K +5,925 New
15 16
17
18 19