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

Top Sellers

1
Coatue Management
Coatue Management
New York
$76.1M
2
Capital International Investors
Capital International Investors
California
$51.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$12.4M
4
Citadel Advisors
Citadel Advisors
Florida
$77.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
426
TownSquare Capital
Utah
$263K +$263K +4,920 New
CCFM
427
Clear Creek Financial Management
Washington
$261K -$85.5K -1,598 -25%
BCM
428
Bourgeon Capital Management
Connecticut
$254K +$254K +4,751 New
VI
429
Vestcor Inc
New Brunswick, Canada
$247K – – –
Allspring Global Investments
430
Allspring Global Investments
North Carolina
$246K -$27.4K -512 -10%
PP
431
Pingora Partners
Wyoming
$246K – – –
SPC
432
Sigma Planning Corp
Michigan
$246K -$21.4K -400 -8%
CL
433
Choreo LLC
Illinois
$242K +$242K +4,426 New
KWA
434
Kingswood Wealth Advisors
California
$241K -$5.78K -108 -2%
SCM
435
Silvant Capital Management
Georgia
$239K -$3.16K -59 -1%
GAM
436
Griffin Asset Management
New York
$238K – – –
IPW
437
Impact Partnership Wealth
Georgia
$235K +$122K +2,284 +108%
DG
438
DMC Group
Alabama
$233K +$20.2K +378 +9%
GC
439
GFG Capital
Florida
$231K – – –
SFG
440
Sovereign Financial Group
Connecticut
$230K +$20K +374 +10%
TCM
441
Triumph Capital Management
Colorado
$228K +$3.21K +60 +1%
ORG
442
Optimist Retirement Group
Washington
$228K +$12.1K +227 +6%
MFAM
443
Motley Fool Asset Management
Virginia
$227K +$8.55K +155 +4%
UAG
444
United Advisor Group
Ohio
$221K – – –
SFG
445
Synergy Financial Group
California
$220K +$17.7K +331 +9%
CF
446
Corebridge Financial
Texas
$216K +$216K +4,041 New
SC
447
Skylands Capital
Wisconsin
$214K – – –
AAP
448
Arax Advisory Partners
Colorado
$210K +$206K +3,846 +4,868%
BCV
449
Banque Cantonale Vaudoise
Switzerland
$208K -$1.94M -36,341 -90%
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$207K +$9.31K +174 +5%
16 17
18
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