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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 %
CFM
401
Comprehensive Financial Management
California
$392K – – –
JFG
402
Jefferies Financial Group
New York
$391K -$136K -2,280 -26%
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$391K -$91.2K -1,534 -19%
Wealth Enhancement Advisory Services
404
Wealth Enhancement Advisory Services
Minnesota
$390K -$105K -1,759 -21%
CIBC Asset Management
405
CIBC Asset Management
Ontario, Canada
$388K -$27.8K -467 -7%
NC
406
NinePointTwo Capital
California
$375K – – –
RCAG
407
Rehmann Capital Advisory Group
Michigan
$372K -$42.2K -710 -10%
DT
408
Diversified Trust
Tennessee
$368K -$5.59K -94 -1%
PA
409
Parallel Advisors
California
$367K -$125K -2,098 -25%
FCA
410
FinTrust Capital Advisors
South Carolina
$366K -$386K -6,491 -51%
BPA
411
Beacon Pointe Advisors
California
$359K -$88.6K -1,490 -20%
TC
412
Truvestments Capital
Florida
$358K +$4.1K +69 +1%
BCM
413
Bayesian Capital Management
New York
$358K +$358K +6,017 New
GF
414
Gries Financial
Ohio
$357K +$357K +6,007 New
JWM
415
JFG Wealth Management
Colorado
$357K +$357K +6,000 New
PL
416
Parkwood LLC
Ohio
$356K +$60.4K +1,016 +20%
MC
417
Machina Capital
France
$352K -$86.8K -1,460 -20%
BA
418
Bristlecone Advisors
Washington
$347K -$1.37K -23 -0.4%
WWM
419
Western Wealth Management
Colorado
$345K -$7.73K -130 -2%
ARG
420
Advisory Resource Group
Oklahoma
$337K – – –
CWM
421
CIBC World Markets
New York
$337K +$337K +5,661 New
AA
422
ALPS Advisors
Colorado
$330K +$16.6K +280 +5%
PFS
423
Prospera Financial Services
Texas
$325K +$325K +5,459 New
Allspring Global Investments
424
Allspring Global Investments
North Carolina
$320K -$79.8K -1,343 -20%
NA
425
NewEdge Advisors
Louisiana
$319K -$110K -1,842 -26%
15 16
17
18 19