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DocuSign
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Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
2
NMO
Newlands Management Operations
Texas
+$88.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$75.2M
4
Man Group
Man Group
United Kingdom
+$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$296M
2
Coatue Management
Coatue Management
New York
-$165M
3
Morgan Stanley
Morgan Stanley
New York
-$36.6M
4
Ameriprise
Ameriprise
Minnesota
-$36.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
426
Truvestments Capital
Florida
$302K -$8.07K -158 -3%
CC
427
Corton Capital
Ontario, Canada
$301K +$301K +5,897 New
IA
428
Inspire Advisors
Idaho
$298K +$25.7K +504 +9%
BFM
429
Boothbay Fund Management
New York
$297K +$118K +2,312 +66%
PCS
430
Personal CFO Solutions
New Jersey
$296K -$1.07K -21 -0.4%
AWM
431
Apollon Wealth Management
South Carolina
$296K +$19K +372 +7%
WWM
432
Western Wealth Management
Colorado
$295K -$1.28K -25 -0.4%
BIAS
433
Beacon Investment Advisory Services
New Jersey
$292K -$94K -1,840 -24%
NA
434
NewEdge Advisors
Louisiana
$289K +$48.7K +954 +20%
DF
435
Donoghue Forlines
Massachusetts
$287K +$287K +5,609 New
Acadian Asset Management
436
Acadian Asset Management
Massachusetts
$286K -$1.59M -31,326 -85%
QT
437
Quantamental Technologies
New York
$285K +$285K +5,570 New
WAG
438
Wallace Advisory Group
California
$284K – – –
SCM
439
Silvant Capital Management
Georgia
$282K +$7.56K +148 +3%
BMWM
440
Brown Miller Wealth Management
Virginia
$277K +$20.3K +398 +8%
IIA
441
IPG Investment Advisors
California
$276K +$276K +5,395 New
CG
442
Cynosure Group
Utah
$275K +$275K +5,391 New
VIM
443
Vinva Investment Management
Australia
$271K -$48.2K -942 -15%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$268K -$102 -2 -0%
UC
445
Unio Capital
New Jersey
$266K – – –
AAS
446
Ameritas Advisory Services
Nebraska
$264K -$627K -12,624 -70%
PFS
447
Prospera Financial Services
Texas
$263K -$46.5K -910 -15%
RI
448
Ridgewood Investments
New Jersey
$262K +$24.6K +482 +10%
BAMF
449
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$23.1K +451 +10%
LAI
450
Legal Advantage Investments
California
$256K – – –
16 17
18
19 20