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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$221M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$107M
4
Coatue Management
Coatue Management
New York
+$92.6M
5
Ameriprise
Ameriprise
Minnesota
+$44.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
426
Arden Trust
Delaware
$327K +$72.9K +1,248 +29%
NFSG
427
Newbridge Financial Services Group
Florida
$324K -$38.1K -653 -11%
TRCT
428
Tower Research Capital (TRC)
New York
$321K +$242K +4,157 +308%
AWM
429
Apollon Wealth Management
South Carolina
$316K +$7.23K +124 +2%
AP
430
Americana Partners
Texas
$314K -$3.32K -57 -1%
SCM
431
Silvant Capital Management
Georgia
$313K -$3.96K -68 -1%
GCP
432
GSA Capital Partners
United Kingdom
$312K -$1.22M -20,825 -80%
IA
433
Inspire Advisors
Idaho
$311K +$58.6K +1,005 +23%
RCAG
434
Rehmann Capital Advisory Group
Michigan
$306K +$47.5K +815 +18%
ESCM
435
Echo Street Capital Management
New York
$305K -$175K -3,002 -36%
UC
436
Unio Capital
New Jersey
$304K – – –
1W
437
1776 Wealth
Georgia
$303K – – –
RB
438
Rodgers Brothers
Pennsylvania
$301K +$14.6K +250 +5%
OWP
439
Obermeyer Wealth Partners
Colorado
$300K – – –
CIAS
440
Capital Investment Advisory Services
North Carolina
$299K -$27.2K -466 -8%
N
441
Natixis
France
$299K -$15.3M -262,324 -98%
Brown Advisory
442
Brown Advisory
Maryland
$296K +$296K +5,084 New
BMWM
443
Brown Miller Wealth Management
Virginia
$293K -$12.1K -207 -4%
SAM
444
Stansberry Asset Management
Texas
$293K +$11.7K +200 +4%
LAI
445
Legal Advantage Investments
California
$292K +$58.3K +1,000 +25%
TSS
446
Two Sigma Securities
New York
$287K -$4.35M -74,635 -94%
WAG
447
Wallace Advisory Group
California
$284K +$284K +4,872 New
KI
448
Kula Investments
Illinois
$280K +$280K +4,805 New
FTDI
449
First Trust Direct Indexing
Massachusetts
$279K +$27.2K +467 +11%
FPGK
450
Financial Partners Group (Kansas)
Kansas
$277K -$3.21K -55 -1%
16 17
18
19 20