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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
$204M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$118M
3
Citadel Advisors
Citadel Advisors
Florida
$162M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$187M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$76.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
Two Sigma Investments
New York
$91.8M
5
CIM
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
401
Gries Financial
Ohio
$387K +$29.4K +494 +8%
CCFM
402
Clear Creek Financial Management
Washington
$386K +$386K +6,476 New
HWM
403
Hohimer Wealth Management
Washington
$384K +$384K +6,452 New
PCIA
404
Prime Capital Investment Advisors
Kansas
$373K -$289K -4,859 -44%
KPWS
405
Kestra Private Wealth Services
Texas
$371K -$54.6K -917 -13%
PA
406
Parallel Advisors
California
$363K -$4.41K -74 -1%
ALAM
407
Asahi Life Asset Management
Japan
$354K +$45.9K +770 +15%
CFG
408
Citizens Financial Group
Rhode Island
$348K +$348K +5,851 New
BPA
409
Beacon Pointe Advisors
California
$348K -$12K -201 -3%
PWM
410
Prosperity Wealth Management
California
$344K +$58.7K +985 +21%
FCA
411
FinTrust Capital Advisors
South Carolina
$342K -$24.1K -404 -7%
WWM
412
Western Wealth Management
Colorado
$342K -$3.1K -52 -0.9%
Pzena Investment Management
413
Pzena Investment Management
New York
$332K +$332K +5,573 New
CGIM
414
Capital Group Investment Management
Singapore
$332K -$1.44M -24,226 -81%
PNC Financial Services Group
415
PNC Financial Services Group
Pennsylvania
$331K +$50.3K +845 +18%
BA
416
Bristlecone Advisors
Washington
$331K -$16.9K -284 -5%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$322K -$1.05M -17,623 -76%
AP
418
Americana Partners
Texas
$321K -$203K -3,415 -39%
DZ Bank
419
DZ Bank
Germany
$318K +$318K +5,341 New
Wealth Enhancement Advisory Services
420
Wealth Enhancement Advisory Services
Minnesota
$315K -$75.5K -1,268 -19%
MWM
421
Moran Wealth Management
Florida
$312K +$312K +5,238 New
IIA
422
IPG Investment Advisors
California
$311K +$311K +5,225 New
WAM
423
Weatherly Asset Management
California
$311K -$83.5K -1,402 -21%
WP
424
Woodline Partners
California
$309K -$7.46M -125,221 -96%
PFS
425
Prospera Financial Services
Texas
$307K -$17.7K -298 -5%
15 16
17
18 19