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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 %
RC
451
RBF Capital
California
$255K -$511K -10,000 -67%
OWP
452
Obermeyer Wealth Partners
Colorado
$255K -$7.82K -153 -3%
TMC
453
Trellus Management Company
Florida
$255K +$255K +5,000 New
EI
454
Ethic Inc
New York
$254K -$203K -3,983 -44%
Impax Asset Management Group
455
Impax Asset Management Group
United Kingdom
$254K +$32.9K +643 +15%
FPGK
456
Financial Partners Group (Kansas)
Kansas
$250K +$5.89K +115 +2%
BMSSC
457
B. Metzler seel. Sohn & Co
Germany
$249K -$130K -2,537 -34%
VI
458
Vestcor Inc
New Brunswick, Canada
$242K – – –
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$241K -$210K -4,101 -47%
1W
460
1776 Wealth
Georgia
$240K -$25.5K -500 -10%
Lido Advisors
461
Lido Advisors
California
$240K -$289K -5,663 -55%
Group One Trading
462
Group One Trading
Illinois
$239K -$1.01M -19,831 -81%
CWA
463
Canvas Wealth Advisors
Kansas
$234K +$234K +4,524 New
O
464
Ossiam
France
$234K +$131K +2,561 +126%
GSIAS
465
Garden State Investment Advisory Services
New Jersey
$232K +$232K +4,532 New
LG
466
LaFleur & Godfrey
Michigan
$230K -$511 -10 -0.2%
SPC
467
Sigma Planning Corp
Michigan
$230K -$204 -4 -0.1%
SFG
468
Sovereign Financial Group
Connecticut
$229K +$39K +763 +21%
GAM
469
Griffin Asset Management
New York
$227K – – –
BPA
470
Beacon Pointe Advisors
California
$221K -$87.6K -1,714 -28%
VFA
471
Valeo Financial Advisors
Indiana
$221K +$14.6K +285 +7%
GWM
472
Geneos Wealth Management
Colorado
$220K -$21.3K -417 -9%
SAM
473
Silverhawk Asset Management
Arizona
$217K – – –
BM
474
Brandywine Managers
Delaware
$215K – – –
SFI
475
Siemens Fonds Invest
Germany
$211K – – –
17 18
19
20 21