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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
426
Fisher Asset Management
Washington
$318K -$797K -13,411 -71%
ALAM
427
Asahi Life Asset Management
Japan
$307K -$95.1K -1,600 -24%
SPA
428
Sherbrooke Park Advisers
New York
$301K -$1.05M -17,682 -78%
LFA
429
Legacy Financial Advisors
Kentucky
$301K +$301K +5,068 New
LAI
430
Legal Advantage Investments
California
$298K – – –
RVPG
431
Relative Value Partners Group
$297K +$297K +5,004 New
EIP
432
Easterly Investment Partners
Massachusetts
$297K – – –
OWP
433
Obermeyer Wealth Partners
Colorado
$297K – – –
SPM
434
Symmetry Peak Management
Pennsylvania
$297K +$297K +5,000 New
WG
435
Winton Group
United Kingdom
$293K +$8.56K +144 +3%
BMSSC
436
B. Metzler seel. Sohn & Co
Germany
$290K – – –
PWM
437
Prosperity Wealth Management
California
$284K +$284K +4,785 New
PVM
438
Palogic Value Management
Texas
$284K +$284K +4,781 New
KWA
439
Kingswood Wealth Advisors
California
$284K +$5.41K +91 +2%
SWP
440
Stratos Wealth Partners
Ohio
$283K -$28.8K -485 -9%
IMCOOI
441
Investment Management Corp of Ontario (IMCO)
Canada
$283K +$283K +4,752 New
SP
442
Systematic Portfolios
New York
$281K +$281K +4,721 New
PNC Financial Services Group
443
PNC Financial Services Group
Pennsylvania
$280K -$68.8K -1,157 -20%
BIAS
444
Beacon Investment Advisory Services
New Jersey
$279K -$46.7K -786 -14%
VI
445
Vestcor Inc
New Brunswick, Canada
$277K -$3.16K -53 -1%
PI
446
PGGM Investments
Netherlands
$277K +$59.5K +1,000 +27%
PCM
447
Prelude Capital Management
New York
$275K -$36.6K -616 -12%
PP
448
Pingora Partners
Wyoming
$273K +$273K +4,600 New
SCM
449
Silvant Capital Management
Georgia
$271K -$43K -723 -14%
WS
450
Wedbush Securities
California
$270K -$87.1K -1,465 -24%
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