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DocuSign
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Overview Fund Activity

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$425M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$110M
3
Ameriprise
3
Ameriprise
Minnesota
$59M
4
KBC Group
4
KBC Group
Belgium
$71.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$44.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.12M
3
Millennium Management
3
Millennium Management
New York
$33.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$99.9M
5
LCM
5
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
401
Wealthspire Advisors (New York)
New York
$376K -$37.7K -607 -9%
PJWM
402
Philip James Wealth Mangement
Georgia
$371K +$371K +5,970 New
ALAM
403
Asahi Life Asset Management
Japan
$366K +$366K +5,890 New
MYLI
404
Meiji Yasuda Life Insurance
Japan
$365K – – –
CFG
405
Citizens Financial Group
Rhode Island
$364K -$79K -1,272 -18%
AGAM
406
Audent Global Asset Management
California
$353K -$700K -11,267 -66%
Kovitz Investment Group Partners
407
Kovitz Investment Group Partners
Illinois
$350K +$350K +5,715 New
BA
408
Bristlecone Advisors
Washington
$345K -$186 -3 -0.1%
WWM
409
Western Wealth Management
Colorado
$343K -$3.73K -60 -1%
PS
410
Principal Securities
Iowa
$342K +$239K +3,849 +231%
DS
411
DRW Securities
Illinois
$339K +$339K +5,460 New
CF
412
Centaurus Financial
California
$338K -$34.5K -555 -9%
OAM
413
Oppenheimer Asset Management
New York
$338K +$29.9K +481 +10%
UM
414
UniSuper Management
Australia
$335K -$540K -8,700 -62%
WA
415
Waverly Advisors
Alabama
$333K -$2.03M -32,758 -86%
FCA
416
FinTrust Capital Advisors
South Carolina
$328K -$10.5K -177 -3%
OCBCO
417
Oversea-Chinese Banking Corp (OCBC)
Singapore
$327K +$327K +5,262 New
PVM
418
Palogic Value Management
Texas
$326K -$2.17K -35 -0.7%
CG
419
Caprock Group
Idaho
$319K +$319K +5,145 New
DF
420
Donoghue Forlines
Massachusetts
$319K +$319K +5,139 New
CL
421
Choreo LLC
Illinois
$318K +$46.4K +756 +17%
TC
422
TownSquare Capital
Utah
$317K +$11.4K +183 +4%
LFA
423
Legacy Financial Advisors
Kentucky
$314K – – –
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$312K – – –
OWP
425
Obermeyer Wealth Partners
Colorado
$310K – – –
15 16
17
18 19