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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$115M
2
Coatue Management
Coatue Management
New York
+$104M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$86.4M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$322M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$119M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$114M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
451
1776 Wealth
Georgia
$288K -$150K -2,710 -34%
OWP
452
Obermeyer Wealth Partners
Colorado
$286K -$13.6K -246 -5%
IWC
453
Integrated Wealth Concepts
Massachusetts
$278K +$10.1K +182 +4%
CAPTRUST Financial Advisors
454
CAPTRUST Financial Advisors
North Carolina
$276K -$295K -5,318 -52%
Manulife (Manufacturers Life Insurance)
455
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274K -$114M -2,065,633 -100%
CF
456
Copperwynd Financial
Arizona
$273K -$18.8K -340 -6%
S
457
SignatureFD
Georgia
$273K +$66.7K +1,203 +32%
PA
458
Pinnacle Associates
New York
$273K -$666K -12,010 -71%
RB
459
Rodgers Brothers
Pennsylvania
$272K +$14.7K +265 +6%
GWM
460
Geneos Wealth Management
Colorado
$272K -$13K -235 -5%
PCM
461
Prelude Capital Management
New York
$271K +$271K +4,888 New
SAM
462
Stansberry Asset Management
Texas
$267K +$37.2K +671 +16%
SGA
463
Seaport Global Advisors
Massachusetts
$263K +$139K +2,514 +112%
VI
464
Vestcor Inc
New Brunswick, Canada
$263K +$1.83K +33 +0.7%
SW
465
SVB Wealth
Massachusetts
$262K -$37.6K -679 -13%
IWM
466
IHT Wealth Management
Illinois
$262K -$10.1K -183 -4%
PWM
467
Purus Wealth Management
California
$251K -$16.4K -296 -6%
DF
468
Donoghue Forlines
Massachusetts
$247K +$8.2K +148 +3%
GAM
469
Griffin Asset Management
New York
$247K +$247K +4,450 New
ET
470
Equitable Trust
Tennessee
$246K -$1.1M -19,854 -82%
RCAG
471
Rehmann Capital Advisory Group
Michigan
$246K -$42K -758 -15%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$246K -$43.4K -782 -15%
BFM
473
Boothbay Fund Management
New York
$246K +$2.72K +49 +1%
MGAM
474
McGowan Group Asset Management
Texas
$242K +$242K +4,359 New
KFA
475
Kapstone Financial Advisors
Ohio
$241K +$241K +3,558 New
17 18
19
20 21