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DocuSign
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Overview Fund Activity

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$116M
2
Fidelity International
2
Fidelity International
Bermuda
$103M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$188M
4
BlackRock
4
BlackRock
New York
$781M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$254M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$76.1M
2
Capital International Investors
2
Capital International Investors
California
$51.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$77.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
401
Centaurus Financial
California
$321K -$105K -1,970 -25%
KI
402
Kapitalo Investimentos
Brazil
$320K +$320K +5,985 New
RFC
403
Regions Financial Corp
Alabama
$319K -$1.71M -31,989 -84%
BPA
404
Beacon Pointe Advisors
California
$318K +$4.87K +91 +2%
GF
405
Gries Financial
Ohio
$316K -$31.8K -594 -9%
MYLI
406
Meiji Yasuda Life Insurance
Japan
$314K -$92K -1,720 -23%
KPWS
407
Kestra Private Wealth Services
Texas
$309K -$24.8K -464 -7%
FCA
408
FinTrust Capital Advisors
South Carolina
$305K -$2.89K -54 -0.9%
VWM
409
Venturi Wealth Management
Texas
$300K -$236K -4,406 -44%
WWM
410
Western Wealth Management
Colorado
$299K -$8.4K -157 -3%
Jones Financial Companies
411
Jones Financial Companies
Missouri
$299K +$212K +3,956 +243%
Loomis, Sayles & Company
412
Loomis, Sayles & Company
Massachusetts
$298K +$90.5K +1,691 +44%
BA
413
Bristlecone Advisors
Washington
$297K – – –
VA
414
Vident Advisory
Georgia
$296K +$56.2K +1,051 +23%
PVM
415
Palogic Value Management
Texas
$283K +$10.3K +193 +4%
AT
416
American Trust
Kentucky
$281K +$281K +5,250 New
IAA
417
Independent Advisor Alliance
North Carolina
$272K -$223K -4,174 -45%
LFA
418
Legacy Financial Advisors
Kentucky
$271K -$535 -10 -0.2%
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$269K +$7.86K +147 +3%
PA
420
Pinnacle Associates
New York
$268K -$87.2K -1,630 -25%
OWP
421
Obermeyer Wealth Partners
Colorado
$268K – – –
Walleye Trading
422
Walleye Trading
New York
$268K +$268K +5,000 New
IWC
423
Integrated Wealth Concepts
Massachusetts
$267K +$803 +15 +0.3%
AP
424
Americana Partners
Texas
$266K -$22.9K -428 -8%
OAM
425
Oppenheimer Asset Management
New York
$265K +$39.6K +741 +18%
15 16
17
18 19