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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 %
VI
451
Vestcor Inc
New Brunswick, Canada
$276K – – –
GWM
452
Geneos Wealth Management
Colorado
$276K -$10.6K -182 -4%
KeyBank National Association
453
KeyBank National Association
Ohio
$275K -$278K -4,766 -50%
NA
454
NewEdge Advisors
Louisiana
$275K -$84.4K -1,447 -24%
Pzena Investment Management
455
Pzena Investment Management
New York
$274K +$274K +4,697 New
SSA
456
Schonfeld Strategic Advisors
New York
$272K -$5.78M -99,110 -96%
RI
457
Ridgewood Investments
New Jersey
$271K +$27.4K +470 +11%
IWM
458
IHT Wealth Management
Illinois
$270K -$5.25K -90 -2%
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$270K +$26.9K +461 +11%
EWA
460
EverSource Wealth Advisors
Alabama
$270K +$45.6K +783 +20%
QCM
461
Qsemble Capital Management
New York
$268K +$268K +4,600 New
SWM
462
Spire Wealth Management
Virginia
$265K +$99.6K +1,708 +60%
LG
463
LaFleur & Godfrey
Michigan
$263K -$63.5K -1,090 -19%
SPC
464
Sigma Planning Corp
Michigan
$263K +$263K +4,508 New
GAM
465
Griffin Asset Management
New York
$259K – – –
CAM
466
Cresset Asset Management
Illinois
$257K -$98.9K -1,697 -28%
NFC
467
Northeast Financial Consultants
Connecticut
$256K +$256K +4,390 New
Impax Asset Management Group
468
Impax Asset Management Group
United Kingdom
$253K +$8.1K +139 +3%
QI
469
Qtron Investments
Massachusetts
$251K +$251K +4,298 New
PWM
470
Purus Wealth Management
California
$251K -$13.6K -234 -5%
SW
471
SVB Wealth
Massachusetts
$248K -$27.8K -476 -10%
JWCA
472
J.W. Cole Advisors
Florida
$248K +$248K +4,251 New
SAM
473
Silverhawk Asset Management
Arizona
$247K – – –
BM
474
Brandywine Managers
Delaware
$246K – – –
AS
475
AM Squared
Hong Kong
$245K +$81.6K +1,400 +50%
17 18
19
20 21